Franklin India Prima Fund - IDCW
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 (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 11,761.5 Cr As on 30-04-2025(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 |
102.4224
-0.09 (-0.0873%)
17.77%
Benchmark: 17.88%
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
11 Years 1 Months
11 Years 9 Months
30 Years 6 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 | 13.68 |
| Sharpe Ratio | 1.09 |
| Alpha | -2.81 |
| 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 - IDCW | 01-12-1993 | 10.52 | 29.31 | 27.65 | 25.04 | 13.82 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 21.65 | 35.51 | 31.13 | 30.92 | 18.04 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 17.3 | 33.94 | 30.32 | 33.93 | 18.38 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 16.59 | 32.04 | - | - | - |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 15.32 | 33.83 | 34.72 | 36.74 | 17.87 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 12.82 | 32.58 | 29.06 | 29.93 | 15.67 |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 12.62 | 33.45 | 30.06 | 33.95 | 18.4 |
| Canara Robeco Mid Cap Fund- Regular Plan- Growth Option | 01-12-2022 | 12.14 | 27.22 | - | - | - |
| HDFC Mid-Cap Opportunities Fund - Growth Plan | 25-06-2007 | 11.9 | 30.55 | 31.33 | 33.29 | 18.13 |
| Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 11.28 | 28.4 | 26.05 | 31.04 | 18.23 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
17.13%
Others
4.57%
Large Cap
13.14%
Mid Cap
65.16%
