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 (31-10-2024) |
| 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 |
2661.6092
29.79 (1.1191%)
19.62%
Benchmark: 17.92%
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 | 38.36 | 32.42 | 20.42 | 22.86 | 16.05 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 57.88 | 43.94 | 33.55 | 32.03 | 20.3 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 45.26 | 35.17 | 23.18 | 27.28 | 17.7 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 44.79 | 35.61 | 24.51 | 29.55 | 18.84 |
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 41.6 | 35.7 | 22.82 | 24.01 | 17.04 |
| ITI Mid Cap Fund - Regular Plan - Growth Option | 05-03-2021 | 40.74 | 33.59 | 20.89 | - | - |
| ICICI Prudential MidCap Fund - Growth | 10-10-2004 | 38.36 | 29.18 | 19.95 | 24.34 | 15.3 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 38.28 | 33.94 | 23.25 | 24.34 | 15.97 |
| JM Midcap Fund (Regular) - Growth | 21-11-2022 | 38.22 | - | - | - | - |
| Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 38.09 | 30.85 | 21.95 | 27.03 | 18.71 |
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%
