Franklin India Prima Fund - Direct - Growth
Fund House: Franklin Templeton Mutual Fund| Category: Equity: Mid Cap |
| Launch Date: 01-01-2013 |
| Asset Class: Equity |
| Benchmark: NIFTY Midcap 150 TRI |
| TER: 0.98% As on (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 11,443.03 Cr As on 31-03-2025(Source:AMFI) |
| Turn over: 24.37% | Exit Load: Exit load of 1% if redeemed within 1 year |
2892.6528
27.01 (0.9338%)
19.16%
Benchmark: 17.37%
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 0 Months
0 Years 0 Months
0 Years 0 Months
0 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 | 16.47 |
| Sharpe Ratio | 0.85 |
| Alpha | 1.7 |
| Beta | 0.93 |
| 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 - Direct - Growth | 01-01-2013 | 13.85 | 31.1 | 22.47 | 29.12 | 16.01 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 17.07 | 32.47 | 22.81 | 30.04 | 16.9 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 15.46 | 32.53 | 23.02 | 32.93 | 17.7 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 13.16 | 35.17 | 26.2 | 36.69 | 17.8 |
| Franklin India Prima Fund-Growth | 01-12-1993 | 12.96 | 30.01 | 21.46 | 28.07 | 14.95 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 12.23 | 31.44 | 22.0 | 29.36 | 14.91 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 11.9 | 31.18 | - | - | - |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 11.7 | 32.92 | 23.43 | 33.46 | 17.42 |
| Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 11.58 | 25.6 | 18.44 | 30.02 | 17.06 |
| HDFC Mid-Cap Opportunities Fund - Growth Plan | 25-06-2007 | 10.43 | 30.84 | 24.53 | 32.99 | 17.37 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
16.82%
Others
3.33%
Large Cap
13.37%
Mid Cap
66.52%
