Franklin India Prima Fund (Equity, Mid Cap)

Moderately High
26 yrs 4 monthsStarted on:01 Dec 1993
₹ 7834.63 Cras on: 27 Feb 2020
Long Term Horizon
1.86%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

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.

Exit Load

w.e.f 24/08/2009 Entry Load - NIL; Exit Load: 1% if redeemed/switched-out within 1 year from the date of allotment: For SIP/STP, basis registration date

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD0.75
3 Month0.90
1 YR7.59
3 YR5.80

SIP Returns

TenureReturns (CAGR)
1 YR5.23
2 YR2.46
3 YR2.23
5 YR6.49
10 YR14.71

Portfolio

Company Name% Assets
HDFC Bank Ltd.3.28
Kotak Mahindra Bank Ltd.2.92
City Union Bank Ltd.2.86
Tata Chemicals Ltd.2.84
The Ramco Cements Ltd.2.74
Kansai Nerolac Paints Ltd.2.55
Voltas Ltd.2.49
Crompton Greaves Consumer Electricals Ltd.2.49
Wabco India Ltd.2.44
Indian Hotels Co. Ltd.2.31

Top Sectoral Holdings

Sector Name% Assets
Financial19.5
Automobile11.14
Chemicals9.71
Energy9.56
Construction8.77
Services8.59
Engineering8.38
Cons Durable4.98
Healthcare4.78
FMCG3.03

Indicators

LabelValue
Portfolio turnover ratio19.64
Standard Deviation12.91%
Beta0.74%
Sharpe Ratio0.24

R Janakiraman,Hari Shyamsunder,Pyari Menon

Mr. Janakiraman is a B.E and PGDM (Business Management).Mr. Shyamsunder is a Bachelor in Engineering (Mechanical) from NIT, Tiruchirapalli and holds a PGDM from IIM-B. He is also a Chartered Financial Analyst from CFA Institute.Mr. Menon has done Master of Business Administration (The University of Melbourne) and Bachelor of Technology (IIT Madras).
Prior to joining Franklin Templeton Investments, he has worked with Indian Syntans Inv. Pvt. Ltd., Citicorp Information Tech Ltd. and UTI Securities Exchange Ltd.Prior to joining Franklin Templeton Mutual Fund he worked with BG India Pvt. Ltd. as Business Analyst (2005-2009).Prior to joining Franklin Templeton Asset Management (India) Pvt. Ltd (April 2019- till date), he has worked with Tano Capital (September 2012 – December 2018), Daiwa Securities (November 2010-April 2012), Intellectual Ventures (March 2009-November 2010).

Other Funds Managed by R Janakiraman,Hari Shyamsunder,Pyari Menon