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 Total Return Index
Expense Ratio: 1.86% As on (30-11-2020)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 7,065.2 Cr As on (31-12-2020)
Turn over: 21.34% | Exit Load: 1% for redemption within 365 days

1143.495

18.92%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
NIFTY Midcap 150 Total Return Index
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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

Volatility 13.87
Sharp Ratio 0.89
Alpha -2.01
Beta 0.92
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 14.19 12.19 3.76 12.63 15.72
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option 05-12-2013 42.14 27.42 10.32 14.3 -
Quant Mid Cap Fund-Growth 26-02-2001 29.13 17.98 9.83 11.72 10.68
UTI Mid Cap Fund-Growth Option 05-08-2005 25.77 18.36 4.96 12.67 15.97
Mirae Asset Midcap Fund - Regular Plan 10-07-2019 23.83 - - - -
BOI AXA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 13-07-2016 23.06 14.05 1.89 - -
Baroda Mid-cap Fund- Plan A - Growth Option 04-10-2010 22.98 15.4 3.96 11.13 2.87
SBI Magnum Midcap Fund - Regular Plan - Growth 29-03-2005 21.76 16.28 3.18 10.29 15.14
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 21.06 18.59 3.77 14.2 16.56
Axis Midcap Fund - Regular Plan - Growth 05-02-2011 20.52 20.98 13.51 16.33 -

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

13.01%

Others

3.56%

Large Cap

25.1%

Mid Cap

58.29%

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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