Franklin India Prima Fund-Growth
Fund House: Franklin Templeton Mutual Fund| Category: Equity: Mid Cap |
| Launch Date: 01-12-1993 |
| Asset Class: Equity |
| Benchmark: NIFTY Midcap 150 TRI |
| TER: 1.76% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 12,285.44 Cr As on 30-05-2025(Source:AMFI) |
| Turn over: 24.37% | Exit Load: In respect of each purchase of Units - 1% if the Units are redeemed/switched-out within one year of allotment |
2815.4127
15.82 (0.562%)
19.43%
Benchmark: 17.85%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Midcap 150 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
0 Years 9 Months
6 Years 2 Months
9 Years 9 Months
11 Years 0 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
To provide medium to long-term capital appreciation as a primary objective and income as a secondary objective.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 15.87 |
| Sharpe Ratio | 1.17 |
| Alpha | 0.91 |
| Beta | 0.9 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Franklin India Prima Fund-Growth | 01-12-1993 | 8.04 | 28.5 | 29.81 | 27.74 | 15.56 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 17.3 | 34.61 | 33.36 | 31.09 | 18.07 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 13.1 | 30.48 | - | - | - |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 11.79 | 33.02 | 32.19 | 33.89 | 18.3 |
| HDFC Mid Cap Fund - Growth Plan | 25-06-2007 | 9.54 | 28.51 | 32.98 | 32.74 | 18.15 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 9.52 | 34.0 | 35.28 | 36.85 | 17.85 |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 9.26 | 30.99 | 31.73 | 33.58 | 18.17 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 9.02 | 30.02 | 30.18 | 29.31 | 15.29 |
| Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 7.99 | 27.58 | 27.74 | 31.02 | 18.15 |
| Canara Robeco Mid Cap Fund- Regular Plan- Growth Option | 01-12-2022 | 7.25 | 26.18 | - | - | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
17.39%
Others
4.5%
Large Cap
13.23%
Mid Cap
64.9%
