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: 1.78% As on (31-01-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 12,570.21 Cr As on 31-12-2024(Source:AMFI) |
| Turn over: 24.37% | Exit Load: Exit load of 1% if redeemed within 1 year |
89.1599
-1.21 (-1.3571%)
17.43%
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
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
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 | 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 | 10.16 | 26.01 | 18.89 | 16.57 | 11.85 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 21.15 | 35.6 | 27.88 | 25.92 | 16.89 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 15.23 | 29.81 | 21.1 | 21.68 | 15.43 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 13.14 | 29.4 | 21.94 | 24.09 | 16.24 |
| Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 12.85 | 22.94 | 18.46 | 21.36 | 16.11 |
| LIC MF Mid Cap Fund-Regular Plan-Growth | 02-02-2017 | 10.98 | 26.11 | 16.96 | 17.81 | - |
| Franklin India Prima Fund-Growth | 01-12-1993 | 10.78 | 26.77 | 19.69 | 19.29 | 13.61 |
| Axis Midcap Fund - Regular Plan - Growth | 06-02-2011 | 10.28 | 21.21 | 14.5 | 17.9 | 14.39 |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 9.59 | 29.45 | 22.1 | 23.51 | 15.88 |
| JM Midcap Fund (Regular) - Growth | 21-11-2022 | 9.16 | 29.78 | - | - | - |
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%
