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Franklin India Prima Plus-Growth

Category: Equity Funds Diversified
Launch Date: 29-09-1994
Asset Class: Equity
Benchmark: Nifty 500 Index
Expense Ratio: 2.43% As on (31-03-2018)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 11,223.89 Cr As on (31-03-2018)
Turn over: 35.07%
NAV as on 21-05-2018

562.1842

-5.72 (-1.0167%)

CAGR Since Inception

18.57%

Nifty 500 Index 14.83%

PERFORMANCE of Franklin India Prima Plus-Growth

Scheme Performance (%)

Data as on - 21-05-2018

Yearly Performance (%)

Fund Managers

Mr. Anand Radhakrishnan, Mr. R Janakiraman

Mr. Radhakrishnan is a B.Tech, CFA and PGDM from IIM Ahmedabad. Prior to joining Franklin Templeton Investments, he has worked with Sundaram Asset Management Ltd., SBI Funds Management and Asian Convertible and Income Fund.

Investment Objective

The scheme aims to provide growth of capital and regular dividend from a portfolio of equity, debt and money market instruments and focussing on wealth creating companies across all sectors and market cap ranges

RETURNS CALCULATOR for Franklin India Prima Plus-Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Franklin India Prima Plus-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Franklin India Prima Plus-Growth 12.68 0.58 -1.43 0.88 - -
Equity Funds Diversified - - - - - -

PEER COMPARISION of Franklin India Prima Plus-Growth

Period
Data as on - 21-05-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Franklin India Prima Plus-Growth 29-09-1994 6.12 13.04 8.45 17.77 12.65
Axis Focused 25 Fund - Growth Option 29-06-2012 20.47 24.44 15.04 17.31 0.0
Axis Bluechip Fund - Growth 05-01-2010 20.29 18.69 10.74 15.0 0.0
BOI AXA Large & Mid Cap Equity Fund Eco Plan- Growth 21-10-2008 18.15 19.92 11.31 16.1 0.0
Invesco India Contra Fund - Growth 11-04-2007 18.01 23.48 14.7 22.95 15.19
BOI AXA Large & Mid Cap Equity Fund Regular Plan- Growth 21-10-2008 17.22 19.02 10.49 15.28 0.0
UTI - Equity Fund-Growth Option 01-08-2005 17.13 17.14 9.82 16.24 12.74
Parag Parikh Long Term Equity Fund - Regular Plan - Growth 28-05-2013 17.02 18.04 11.6 18.53 0.0
Principal Dividend Yield Fund-Growth Plan 15-10-2004 16.36 26.44 13.71 16.31 10.47
Aditya Birla Sun Life Special Situations Fund - Growth 31-01-2008 15.78 23.27 14.27 20.73 10.38

PORTFOLIO ANALYSIS of Franklin India Prima Plus-Growth

Asset Allocation (%)

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