Franklin India Prima Fund - Direct - Growth
Fund House: Franklin Templeton Mutual Fund| Category: Equity: Mid Cap |
| Launch Date: 01-01-2013 |
| Asset Class: Equity |
| Benchmark: NIFTY Midcap 150 TRI |
| TER: 0.95% 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 |
3056.4907
36.73 (1.2018%)
19.44%
Benchmark: 17.69%
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 0 Months
0 Years 0 Months
0 Years 0 Months
0 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 | 15.89 |
| Sharpe Ratio | 1.22 |
| Alpha | 1.74 |
| 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 - Direct - Growth | 01-01-2013 | 4.76 | 28.0 | 31.05 | 28.18 | 16.36 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 14.32 | 32.57 | 33.47 | 30.27 | 17.69 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 11.06 | 28.95 | - | - | - |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 9.69 | 30.86 | 32.71 | 33.17 | 18.06 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 8.32 | 32.17 | 36.01 | 36.42 | 17.57 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 6.74 | 28.98 | 30.6 | 28.89 | 15.27 |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 6.22 | 29.86 | 31.94 | 32.65 | 18.01 |
| HDFC Mid-Cap Opportunities Fund - Growth Plan | 25-06-2007 | 5.57 | 27.1 | 33.25 | 32.33 | 17.79 |
| Canara Robeco Mid Cap Fund- Regular Plan- Growth Option | 01-12-2022 | 5.15 | 24.38 | - | - | - |
| Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 4.79 | 25.76 | 27.89 | 30.48 | 17.93 |
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%
