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: 1.9% As on (31-08-2022)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 7,581.91 Cr As on (31-08-2022)
Turn over: 33.53% | Exit Load: 1% for redemption within 365 days

1489.8288

18.82%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
NIFTY Midcap 150 TRI
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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 0.72
Alpha -7.35
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 -3.82 29.07 16.46 10.38 17.72
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 24-02-2014 21.41 45.24 25.04 15.0 -
Quant Mid Cap Fund - Growth Option - Regular Plan 26-02-2001 13.03 43.85 34.48 19.9 15.7
SBI Magnum Midcap Fund - Regular Plan - Growth 29-03-2005 10.0 42.02 27.85 13.91 20.06
HDFC Mid-Cap Opportunities Fund - Growth Plan 05-06-2007 6.04 35.0 22.54 12.56 18.61
Kotak Emerging Equity Scheme - Growth 30-03-2007 5.43 36.36 24.43 14.94 19.82
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 4.16 36.79 25.01 14.99 20.15
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 3.09 31.37 17.69 8.78 16.32
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option 05-12-2013 2.94 41.32 35.97 18.81 -
Union Midcap Fund - Regular Plan - Growth Option 23-03-2020 2.68 35.32 - - -

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

11.79%

Others

2.79%

Large Cap

16.7%

Mid Cap

68.7%

Scheme Documents

July 2022

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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