Franklin India Prima Fund (Equity, Mid Cap)

Moderately High
26 yrs 2 monthsStarted on:01 Dec 1993
₹ 7583.3 Cras on: 17 Jan 2020
Long Term Horizon
1.92%
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

Similar Funds
Kotak Emerging Equity Scheme Fund
Current NAV 42.73
Return (CAGR) 12.00%
Value Research
DSP Midcap Fund
Current NAV 60.29
Return (CAGR) 14.60%
Value Research
Axis Midcap Fund
Current NAV 40.91
Return (CAGR) 17.11%
Value Research
Tata Mid Cap Fund
Current NAV 149.37
Return (CAGR) 11.69%
Value Research
Nippon India growth fund
Current NAV 1202.24
Return (CAGR) 21.79%
Value Research
HDFC Mid Cap Opportunities Fund
Current NAV 56.21
Return (CAGR) 14.72%
Value Research
Motilal Oswal Midcap 30 Fund
Current NAV 27.93
Return (CAGR) 19.02%
Value Research
ICICI Pru Midcap Fund
Current NAV 98.5
Return (CAGR) 16.21%
Value Research
Aditya Birla SL Mid Cap Fund
Current NAV 290.88
Return (CAGR) 21.51%
Value Research
UTI Mid Cap Fund
Current NAV 105.76
Return (CAGR) 16.79%
Value Research
SBI Magnum Midcap Fund
Current NAV 74.43
Return (CAGR) 14.51%
Value Research
Baroda Pioneer Midcap Fund
Current NAV 9.29
Return (CAGR) -0.79%
Value Research

Tenure

TenureReturns (CAGR)
YTD4.28
1 Month4.71
3 Month7.79
1 YR8.48
3 YR9.67

SIP Returns

TenureReturns (CAGR)
1 YR14.21
2 YR5.92
3 YR5.03
5 YR8.22
10 YR15.65

Portfolio

Company Name% Assets
HDFC Bank Ltd.3.52
Kotak Mahindra Bank Ltd.3
City Union Bank Ltd.2.99
Kansai Nerolac Paints Ltd.2.75
The Ramco Cements Ltd.2.73
Tata Chemicals Ltd.2.6
Bharat Petroleum Corpn. Ltd.2.46
Voltas Ltd.2.45
Indian Hotels Co. Ltd.2.43
Wabco India Ltd.2.41

Top Sectoral Holdings

Sector Name% Assets
Financial20.37
Automobile11.27
Chemicals9.96
Engineering9.93
Energy9.71
Services8.52
Construction8.45
Healthcare5.03
Cons Durable4.35
FMCG3.1

Indicators

LabelValue
Portfolio turnover ratio17.44
Standard Deviation13.29%
Beta0.76%
Sharpe Ratio0.32

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