Franklin India Prima Fund (Equity, Mid Cap)

Moderately High
25 yrs 11 monthsStarted on:01 Dec 1993
₹ 7188 Cras on: 16 Oct 2019
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)
1 Month2.11
1 YR2.91
3 YR4.53

SIP Returns

TenureReturns (CAGR)
3 YR0.47
5 YR5.64
10 YR14.67

Portfolio

Company Name% Assets
HDFC Bank Ltd.3.58
Kansai Nerolac Paints Ltd.3.25
Kotak Mahindra Bank Ltd.3.09
City Union Bank Ltd.2.95
The Ramco Cements Ltd.2.87
Indian Hotels Co. Ltd.2.66
Voltas Ltd.2.66
Tata Chemicals Ltd.2.42
Info Edge (India) Ltd.2.36
SKF India Ltd.2.35

Top Sectoral Holdings

Sector Name% Assets
Financial20.94
Chemicals10.44
Automobile10.19
Engineering9.87
Energy9.51
Construction8.3
Services7.7
Healthcare4.86
Cons Durable4.76
FMCG3.37

Indicators

LabelValue
Portfolio turnover ratio17.07
Standard Deviation14.12%
Beta0.77%
Sharpe Ratio0.05

R Janakiraman,Srikesh Nair,Hari Shyamsunder

Mr. Janakiraman is a B.E and PGDM (Business Management).Mr. Nair is a B.S. Marine Engineering from BITS Pilani and holds a Post Graduate Diploma in Management from Management Development Institute, Gurgaon.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.
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 Asset Management (India) Pvt. Ltd. he has worked with Goldman Sachs Services Private Limited (Apr 2011 - May 2015) as an Analyst and Teekay Shipping (Oct 2007 - Apr 2008 ) as a Trainee Marine EngineerPrior to joining Franklin Templeton Mutual Fund he worked with BG India Pvt. Ltd. as Business Analyst (2005-2009).

Other Funds Managed by R Janakiraman,Srikesh Nair,Hari Shyamsunder