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 (30-11-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 12,318.31 Cr As on 31-10-2024(Source:AMFI) |
| Turn over: 24.37% | Exit Load: Exit load of 1% if redeemed within 1 year |
2808.8605
11.45 (0.4077%)
19.8%
Benchmark: 18.3%
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
An open-end growth scheme with an 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 | 14.77 |
| Sharpe Ratio | 0.93 |
| Alpha | -0.48 |
| 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 | 39.32 | 33.29 | 23.63 | 24.15 | 16.23 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 63.42 | 45.57 | 36.6 | 33.64 | 20.69 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 49.15 | 37.43 | 26.2 | 28.76 | 18.06 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 46.84 | 37.42 | 27.56 | 31.21 | 19.1 |
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 45.61 | 38.94 | 26.8 | 25.95 | 17.59 |
| ITI Mid Cap Fund - Regular Plan - Growth Option | 05-03-2021 | 41.86 | 35.86 | 24.14 | - | - |
| Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 39.82 | 32.39 | 24.31 | 28.05 | 18.87 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 39.43 | 35.3 | 26.38 | 25.55 | 16.21 |
| Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | 05-01-2018 | 39.24 | 37.82 | 26.88 | 29.08 | - |
| JM Midcap Fund (Regular) - Growth | 21-11-2022 | 39.02 | 39.35 | - | - | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
19.37%
Others
1.91%
Large Cap
11.37%
Mid Cap
67.35%
