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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 Total Return Index
Expense Ratio: 1.89% As on (30-04-2020)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 6,060.75 Cr As on (30-04-2020)
Turn over: 26.72
NAV as on Fri Jun 05 00:00:00 IST 2020

805.2974

18.16 (2.2549%)

CAGR Since Inception

17.85%

NIFTY Midcap 150 Total Return Index 13.2%

PERFORMANCE of Franklin India Prima Fund-Growth

Scheme Performance (%) Data as on - 05-06-2020

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Franklin India Prima Fund-Growth -17.41 -3.7 4.37 12.16 17.85
NIFTY MIDCAP 150 TRI -16.09 -2.55 6.21 9.7 13.2
Equity: Mid Cap -11.98 -2.36 4.25 11.12 9.76

Yearly Performance (%)

Fund Managers

R Janakiraman,Hari Shyamsunder

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

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 - 05-06-2020
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 -17.41 -8.32 -3.7 4.37 12.16
Axis Midcap Fund - Regular Plan - Growth 15-02-2011 0.03 4.34 8.85 8.29 0.0
Principal Midcap Fund- Regular Plan - Growth Option 30-12-2019 0.0 0.0 0.0 0.0 0.0
Mirae Asset Midcap Fund - Regular Plan 01-07-2019 0.0 0.0 0.0 0.0 0.0
Union Midcap Fund - Regular Plan - Growth Option 23-03-2020 0.0 0.0 0.0 0.0 0.0
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option 02-12-2013 -4.65 -4.05 -2.34 3.43 0.0
Quant Mid Cap Fund-Growth 26-02-2001 -4.76 -1.96 1.68 2.93 7.1
DSP Midcap Fund - Regular Plan - Growth 15-11-2006 -4.77 -1.4 0.18 8.79 12.66
Invesco India Midcap Fund - Growth Option 19-04-2007 -5.75 0.17 2.36 6.52 13.71
Taurus Discovery (Midcap) Fund - Regular Plan - Growth Option 05-09-1994 -6.05 -3.06 0.89 6.54 10.69

PORTFOLIO ANALYSIS of Franklin India Prima Fund-Growth

Asset Allocation (%)