Franklin India Prima Fund-Growth
Category: Equity: Mid Cap
Launch Date: 01-12-1993
Asset Class: Equity
Benchmark: NIFTY Midcap 150 TRI
Expense Ratio: 1.8% As on ( 31-03-2025)
Status: Open Ended Schemes
Minimum Topup: 1000.0
Total Assets: 11,443.03 Cr As on ( 31-03-2025)
Turn over: 24.37
NAV as on 30-04-2025
2576.3552
-12.76 ( -0.4952% )
CAGR Since Inception
19.2%
NIFTY Midcap 150 TRI 17.45%
Performance of Franklin India Prima Fund-Growth
Fund Managers

R Janakiraman, Sandeep Manam, Akhil Kalluri

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)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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.

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 13.68 0.8 0.86 0.93 - -
Equity: Mid Cap - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Franklin India Prima Fund Gr 01-12-1993 12.09 29.83 21.57 27.11 14.86
Invesco India MidCap Gr 19-04-2007 16.14 32.03 22.98 28.99 16.7
Edelweiss MidCap Reg Gr 26-12-2007 14.49 32.33 23.2 32.15 17.54
Motilal Oswal Midcap Fund Reg Gr 02-02-2014 14.09 35.47 26.71 35.62 17.65
WhiteOak Capital Mid Cap Fund Reg Gr 07-09-2022 10.68 31.15 0.0 0.0 0.0
Sundaram MidCap Gr 01-07-2002 10.38 31.09 22.14 28.75 14.84
Nippon India Growth Fund Gr Gr 05-10-1995 10.05 32.58 23.39 32.71 17.27
Kotak Emerging Equity Sch Gr 30-03-2007 9.78 25.42 18.48 29.35 16.99
Axis MidCap Reg Gr 06-02-2011 8.71 24.42 16.28 23.5 15.45
HDFC Mid-Cap Opportunities Gr 25-06-2007 8.69 30.51 24.4 32.26 17.26

Asset Allocation (%)

PORTFOLIO ANALYSIS of Franklin India Prima Fund-Growth

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

whatsapp whatsapp