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
Expense Ratio: 1.89% As on (31-12-2022)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 7,601.6 Cr As on (31-12-2022)
Turn over: 30.65% | Exit Load: 1% for redemption within 365 days

1485.8245

18.56%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 24.46
Sharpe Ratio 0.62
Alpha -5.98
Beta 0.96
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 -0.85 10.79 14.9 8.61 16.32
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 24-02-2014 9.06 27.51 21.22 14.97 -
HDFC Mid-Cap Opportunities Fund - Growth Plan 05-06-2007 8.85 20.78 22.45 12.28 18.49
Quant Mid Cap Fund - Growth Option - Regular Plan 26-02-2001 5.24 28.47 31.92 18.23 15.53
Kotak Emerging Equity Scheme - Growth 30-03-2007 2.99 18.55 20.57 13.44 18.57
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 1.81 18.84 21.21 13.18 15.63
Taurus Discovery (Midcap) Fund - Regular Plan - Growth 05-09-1994 1.69 14.9 18.1 11.11 15.77
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 1.45 14.25 14.83 7.25 15.9
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 1.04 17.53 22.06 11.92 19.05
SBI Magnum Midcap Fund - Regular Plan - Growth 29-03-2005 0.4 19.83 23.37 11.89 18.0

Scheme Characteristics

Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

12.99%

Others

3.73%

Large Cap

15.54%

Mid Cap

67.74%

Scheme Documents

There are no scheme documents available

Tax Benefits of investing in this fund

Long term capital gains (LTCG) tax @10% (plus surcharge, if applicable and cess) without indexation if units held for more than 12 months#

Short term capital gains (STCG) tax @ 15% (plus surcharge, if applicable and cess) if units are held for less than 12 months.

Investor does not pay any tax on dividends but a Dividend Distribution Tax (DDT) is deducted at source @11.648% (10% + 12% surcharge + 4% Health & education cess) **

# Capital gain accrued up to January 31st 2018 is exempt from LTCG tax in respect of units acquired before January 31, 2018 & redeemed on or after April 1, 2018. ** The DDT is to be paid by the mutual fund

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