Scheme Overview
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 ( 31-03-2024) |
| Status: Open Ended for subscription |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 10,108.06 Cr As on ( 31-03-2024) |
| Turn over: 21.28 |
2316.7189
18.34 ( 0.7917% )
19.47%
NIFTY Midcap 150 TRI18.08%
PERFORMANCE of Franklin India Prima Fund-Growth
Scheme Performance (%) Data as on - 02-05-2024
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Franklin India Prima Fund-Growth | 51.06 | 22.7 | 19.72 | 19.13 | 19.47 |
| NIFTY MIDCAP 150 TRI | 58.69 | 28.63 | 25.93 | 22.05 | 18.08 |
| Equity: Mid Cap | 53.02 | 25.53 | 23.42 | 20.28 | 21.44 |
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)
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.
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 | 13.66 | 1.03 | -3.65 | 0.92 | - | - |
| Equity: Mid Cap | - | - | - | - | - | - |
PEER COMPARISION of Franklin India Prima Fund-Growth
| 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 | 51.06 | 27.88 | 22.7 | 19.72 | 19.13 |
| Quant Mid Cap Fund - Growth Option - Regular Plan | 26-02-2001 | 71.02 | 35.1 | 36.55 | 33.08 | 20.79 |
| JM Midcap Fund (Regular) - Growth | 21-11-2022 | 69.14 | 0.0 | 0.0 | 0.0 | 0.0 |
| ITI Mid Cap Fund - Regular Plan - Growth Option | 05-03-2021 | 67.96 | 35.04 | 24.7 | 0.0 | 0.0 |
| Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | 05-01-2018 | 64.22 | 32.17 | 29.16 | 26.45 | 0.0 |
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 61.23 | 29.31 | 24.01 | 20.85 | 20.76 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 24-02-2014 | 61.22 | 34.34 | 36.71 | 27.21 | 22.62 |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 60.41 | 31.89 | 30.69 | 26.12 | 20.76 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 57.26 | 29.9 | 26.87 | 20.8 | 19.25 |
| HDFC Mid-Cap Opportunities Fund - Growth Plan | 25-06-2007 | 57.12 | 34.21 | 30.02 | 25.03 | 21.44 |
