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: 1.8% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5,000 |
| Minimum Topup: 1,000 |
| Total Assets: 10,594.08 Cr As on 28-02-2025(Source:AMFI) |
| Turn over: 24.37% | Exit Load: Exit load of 1% if redeemed within 1 year |
2507.5253
-3.3 (-0.1316%)
19.15%
Benchmark: 17.29%
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
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 | 16.03 |
| Sharpe Ratio | 0.75 |
| Alpha | 0.16 |
| 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 | 12.2 | 30.31 | 20.25 | 30.44 | 14.04 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 15.64 | 33.82 | 21.19 | 32.15 | 15.72 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 13.09 | 32.56 | 21.41 | 35.49 | 16.33 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 13.06 | 36.5 | 26.62 | 38.03 | 16.48 |
| Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 10.49 | 25.49 | 17.48 | 32.8 | 16.11 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
17.35%
Others
3.07%
Large Cap
12.81%
Mid Cap
66.77%
