Franklin India Prima Fund-Growth

Category: Equity: Mid Cap
Launch Date: 01-12-1993
Asset Class: Equity
Benchmark: NIFTY Midcap 150 TRI
Expense Ratio: 1.83% As on (31-07-2021)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 7,952.35 Cr As on (31-08-2021)
Turn over: 17.27
NAV as on 16-09-2021

1551.4939

7.28 (0.4692%)

CAGR Since Inception

19.76%

NIFTY Midcap 150 TRI 17.38%

PERFORMANCE of Franklin India Prima Fund-Growth

Scheme Performance (%) Data as on - 16-09-2021

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Franklin India Prima Fund-Growth 63.2 16.91 14.67 19.72 19.76
NIFTY MIDCAP 150 TRI 71.52 19.39 18.43 18.98 17.38
Equity: Mid Cap 66.92 19.87 16.54 18.49 21.29

Yearly Performance (%)

Nav Movement

Fund Managers

R Janakiraman,Mayank Bukrediwala,Krishna Prasad Natarajan

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.

RETURNS CALCULATOR for Franklin India Prima Fund-Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Franklin India Prima Fund-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Franklin India Prima Fund-Growth 13.87 0.89 -2.01 0.92 - -
Equity: Mid Cap - - - - - -

PEER COMPARISION of Franklin India Prima Fund-Growth

Period
Data as on - 16-09-2021
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Franklin India Prima Fund-Growth 01-12-1993 63.2 31.51 16.91 14.67 19.72
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option 05-12-2013 87.81 61.52 30.31 20.6 0.0
Mirae Asset Midcap Fund - Regular Plan 01-07-2019 79.68 43.76 0.0 0.0 0.0
Quant Mid Cap Fund - Growth Option - Regular Plan 26-02-2001 78.23 50.33 24.06 19.72 15.16
SBI Magnum Midcap Fund - Regular Plan - Growth 29-03-2005 73.19 40.59 20.7 13.61 19.84
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 72.41 40.44 22.51 18.08 17.45
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 72.06 42.47 21.92 18.55 21.23
Baroda Mid-cap Fund- Plan A - Growth Option 04-10-2010 71.86 42.01 21.32 16.74 8.08
Union Midcap Fund - Regular Plan - Growth Option 23-03-2020 71.71 0.0 0.0 0.0 0.0
Kotak Emerging Equity Scheme - Growth 30-03-2007 70.48 39.84 22.46 18.1 21.05

PORTFOLIO ANALYSIS of Franklin India Prima Fund-Growth

Asset Allocation (%)