Franklin India Prima Fund-Growth

Mid Cap NAV 1822.9344 0 22 September, 2023

Fund Details

Category Mid Cap
Fund Type Open Ended
Investment Plan Growth
Launch Date 01 December, 1993
Benchmark NIFTY 500
Asset Size(Cr) 7952.683650000001
Turn over 26.03%
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load 1% for redemption within 365 days
Expense Ratio 1.81
Fund Manager R Janakiraman, Sandeep Manam, Akhil Kalluri
Fund House Franklin Templeton Mutual Fund

Investment Returns (As on 22 Sep, 2023)

Duration Returns Benchmark Category
1 W 2.63% 1.58% 2.37%
1 M 4.14% 4.02% 4.58%
3 M 3.51% 1.44% 3.22%
6 M -1.39% 0.35% -1.25%
1 Y 8.56% 7.25% 5.82%
2 Y 10.72% 12.49% 13.66%
3 Y 25.59% 23.79% 29.67%
5 Y 9.21% 12.46% 11.57%

Risk Mesasures (As on 22 Sep, 2023)

Std Dev Sharpe Beta Alpha
Fund 16.63 1.21 -5.63 0.98
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Jun, 2023)

Assets Allocation

Sector Holdings
Others 2.44%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Franklin India Prima Fund-Growth 8.56% 25.59% 9.21%
HDFC Mid-Cap Opportunities Fund - Growth Plan 30.29% 35.54% 16.53%
Kotak Emerging Equity Scheme - Growth 6.13% 32.09% 13.48%
Axis Midcap Fund - Regular Plan - Growth 2.67% 23.09% 13.82%
DSP Midcap Fund - Regular Plan - Growth 0.27% 19.56% 8.38%

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Franklin India Prima Fund : A Growth Oriented Plan

It is one of the best mid- and small-cap funds which aims to generate returns from a diversified portfolio. You must have Franklin India Prima Fund Growth in your portfolio if you desire to gain substantial return with adjusted risk profile. There are various reasons for the same which you can evaluate by reading further the complete description of Franklin Templeton Prima Fund scheme.

Franklin Prima Fund is an open-ended scheme which has been designed and managed by the fund manager of Franklin templeton Mutual Fund.It is a growth-oriented plan launched in 1993, with an objective to yield medium to long-term capital appreciation to the investors. It has its set benchmark named NIFTY 500 against which its performance is measured. Here we have provided an overview of this strategy to let you understand why should you consider Franklin Prima Fund online investment plan for your portfolio.

Franklin India Prima Fund Growth Investment Details

The primary objective of Franklin Prima Fund is to appreciate the worth of capital along with generation of regularized income. It is best suited to the investors who are seeking long-term investments and want to make investments in the small- and mid-cap companies. The main features of this programme are as under:

  • It is an open-ended ‘Diversified Equity Fund’ focusing primarily on small and mid cap companies that unveil high-growth rates as compared to the well-established large-cap companies.
  • It identifies the companies’ potential to grow higher at an early stage of business life cycle.
  • It minimizes the risk by diversifying across various sectors and even different stocks within a sector.
  • It is best suitable for the investors who prefer a fund that has the potential to deliver high capital appreciation over a long time period.
  • Investors having aggressive risk profile find Franklin Prima Fund best-suited one as it maintains a high focus on mid-cap and small-cap segment.
  • It offers SIP(Systematic Investment Plan) as well as a mode to invest in mutual funds online.

Franklin India Prima Fund Growth Performance Analysis

Franklin Prima Fund is ranked second in the ‘Small & Mid-Cap’ category by CRISIL for the quarter ended in June 2016. It is a growth oriented plan and hence offers high capital returns to the investors. Until now, it has yielded absolute commendable returns which reached up to 44.7 and 77.1 percent for the year 2012 and 2016. Further, the annualized returns of Franklin Templeton Prima Fund for the period of three- and five-year investments are 35.8 and 26.2 percent respectively, which assure the creation of wealth in the future.

This scheme has helped many investors until now in creating a substantial income and wealth for their future. Franklin Prima Fund NAV as on October 26, 2016, amounted to Rs. 807.959. It has outperformed its benchmark and category and hence holds a remarkable position in the mutual fund industry.

Franklin Prima Fund Plan: Portfolio Review

With an asset size of Rs. 4,566 crore this plan has made investments in the diversified stocks of small- and mid-cap companies. The asset allocation of Franklin India Prima Fund Growth in India shows 90.82 percent of the funds in equities and the remaining 9.18 in cash or call instruments. Franklin Templeton Prima Fund has major allotment of money in the financial, engineering, services, automobile and consumer durable sectors providing wide diversification.

Furthermore, the top holdings of this strategy include:

  1. Yes Bank
  2. Equitas Holdings
  3. Finolex Cables
  4. Voltas
  5. Tata Motors DVR

These all are among the top-growing entities of the country and hence ensure yielding of greater returns. And therefore it also makes sure that it would provide the aspiring returns to the investors.

Franklin India Prima Fund Growth must be added by the investors to their portfolio in order to gain substantial income and wealth for their future. We recommend the plan, Franklin Prima Fund due to its tremendous performance in India and well-diversified portfolio that ensure yielding of substantial returns over a long-term horizon.
You can also check the 5 Best Mid Cap Funds to Invest in 2018

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I started investing in mutual funds five years back and earned a good income, but now I want a change in my portfolio as the majority of the schemes opted are of income generating nature. Now, I want to generate more wealth by appreciating my capital, and when I asked my financial advisor, he recommended me to invest in Franklin India Prima Fund Growth. With positive expectations, I invested in the SIP of this scheme through MySIPonline.
Girish Dashora
Franklin Prima Fund Growth is one of the best plans I have in my investment portfolio. I started investing in this fund two years back through SIP plan at MySIPonline and gained unbelievable experience till now. This fund has never dipped down the four stars rating and has always been beating its benchmark and category in the past two years. It has provided me great returns with exceptional growth of capital. I recommend this scheme as a must-have for all equity investors. Thanks.
Gaurav Lodha
I am a newbie in the world of investment and want to create wealth by earning high returns. One of my colleagues who is already investing in mutual funds recommended me to invest through the SIP plan at MySIPonline. After considering the performance and other aspects of some top funds, I chose to start with Franklin Prima Fund which impressed me with its past track records. All investment processes are so simple and easy to access as the portal of MySIPonline is user-friendly and informative. Thanks.
Rashi Saxena
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