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: 1.78% As on (31-01-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 11,656 Cr As on 31-01-2025(Source:AMFI) |
| Turn over: 24.37% | Exit Load: Exit load of 1% if redeemed within 1 year |
2325.5558
-40.99 (-1.7624%)
18.92%
Benchmark: 16.9%
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 | 15.34 |
| Sharpe Ratio | 0.84 |
| Alpha | 0.17 |
| Beta | 0.91 |
| 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 | 7.68 | 25.01 | 18.54 | 19.75 | 13.27 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 16.62 | 32.59 | 27.04 | 26.32 | 16.54 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 10.54 | 28.2 | 19.75 | 21.9 | 14.91 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 8.52 | 27.72 | 20.26 | 24.65 | 15.83 |
| Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 6.76 | 20.22 | 16.52 | 21.46 | 15.51 |
| Axis Midcap Fund - Regular Plan - Growth | 06-02-2011 | 6.29 | 20.25 | 13.15 | 18.28 | 14.08 |
| LIC MF Mid Cap Fund-Regular Plan-Growth | 02-02-2017 | 5.82 | 23.96 | 15.23 | 18.19 | - |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 5.81 | 27.6 | 20.56 | 23.85 | 15.35 |
| JM Midcap Fund (Regular) - Growth | 21-11-2022 | 5.42 | 27.62 | - | - | - |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 5.11 | 27.85 | - | - | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
17.55%
Others
2.83%
Large Cap
13.57%
Mid Cap
66.06%
