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Franklin India Prima Fund-Growth

Category: Equity: Mid Cap
Launch Date: 01-12-1993
Asset Class: Equity
Benchmark: NIFTY Midcap 150 TRI
Expense Ratio: 1.89% As on (31-12-2022)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 7,601.6 Cr As on (31-12-2022)
Turn over: 30.65
NAV as on Wed Feb 01 00:00:00 IST 2023

1482.8093

-12.98 (-0.8754%)

CAGR Since Inception

18.56%

NIFTY Midcap 150 TRI 16.1%

PERFORMANCE of Franklin India Prima Fund-Growth

Scheme Performance (%) Data as on - 01-02-2023

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Franklin India Prima Fund-Growth -0.67 14.42 7.91 16.3 18.56
NIFTY MIDCAP 150 TRI 0.65 21.08 11.19 17.2 16.1
Equity: Mid Cap -0.75 19.1 10.6 16.91 13.32

Yearly Performance (%)

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)

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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 24.46 0.62 -5.98 0.96 - -
Equity: Mid Cap - - - - - -

PEER COMPARISION of Franklin India Prima Fund-Growth

Period
Data as on - 01-02-2023
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 -0.67 12.71 14.42 7.91 16.3
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 24-02-2014 9.51 29.28 20.85 13.98 0.0
HDFC Mid-Cap Opportunities Fund - Growth Plan 05-06-2007 8.69 23.07 21.72 11.55 18.5
Quant Mid Cap Fund - Growth Option - Regular Plan 26-02-2001 6.31 29.58 30.47 17.57 15.48
Kotak Emerging Equity Scheme - Growth 30-03-2007 2.51 20.63 19.91 12.71 18.53
Taurus Discovery (Midcap) Fund - Regular Plan - Growth 05-09-1994 2.22 16.78 18.46 10.32 15.75
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 1.63 20.43 20.44 12.2 15.56
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 1.26 15.87 14.17 6.42 15.85
SBI Magnum Midcap Fund - Regular Plan - Growth 29-03-2005 0.61 22.32 22.98 11.22 18.0
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 0.37 19.36 21.12 10.75 18.95

PORTFOLIO ANALYSIS of Franklin India Prima Fund-Growth

Asset Allocation (%)