Franklin India PRIMA PLUS (Equity, Multi Cap)

Moderately High
23 yrs 10 monthsStarted on:29 Sep 1994
₹ 11847.71 Cras on: 07 Jun 2018
Long Term Horizon
2.24%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme aims to provide growth of capital and regular dividend from a portfolio of equity, debt and money market instruments and focusing on wealth creating companies across all sectors and market cap ranges.

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
Aditya Birla Sun Life Equity Fund
Return (CAGR) 23.80%
Crisil Ranking 3
Value Research
Mirae Asset India Opportunities Fund
Return (CAGR) 16.32%
Crisil Ranking 2
Value Research
Principal Growth Fund
Return (CAGR) 16.03%
Crisil Ranking 1
Value Research
SBI Emerging Businesses Fund
Return (CAGR) 20.73%
Crisil Ranking 4
Value Research
Axis Focused 25 Fund
Return (CAGR) 18.99%
Crisil Ranking 2
Value Research
Franklin India FLEXI CAP FUND
Return (CAGR) 17.02%
Crisil Ranking 3
Value Research NA
ICICI Prudential Multicap Fund
Return (CAGR) 14.92%
Crisil Ranking 3
Value Research
DSP BlackRock Equity Fund
Return (CAGR) 20.07%
Crisil Ranking 3
Value Research NA
HDFC Equity Fund
Return (CAGR) 18.96%
Crisil Ranking 3
Value Research
RELIANCE EQUITY OPPORTUNITIES FUND
Return (CAGR) 17.80%
Crisil Ranking 4
Value Research
UTI-Bluechip Flexicap Fund
Return (CAGR) 10.81%
Crisil Ranking 4
Value Research NA
Baroda Pioneer Growth Fund - Plan A
Return (CAGR) 16.58%
Crisil Ranking 4
Value Research

Tenure

TenureReturns (CAGR)
3 Month2.86
1 YR7.22
2 YR12.48
3 YR10.23

SIP Returns

TenureReturns (CAGR)
1 YR2.58
2 YR9.56
3 YR11.12
5 YR14.9
10 YR16.03

Portfolio

Company Name% Assets
HDFC Bank Ltd.8.7
Infosys Ltd.5.16
Bharti Airtel Ltd.4.6
Yes Bank Ltd.4.34
Larsen & Toubro Ltd.3.9
ICICI Bank Ltd.3.77
Mahindra & Mahindra Ltd.3.69
Kotak Mahindra Bank Ltd.3.32
Axis Bank Ltd.3.14
HCL Technologies Ltd.2.75

Top Sectoral Holdings

Sector Name% Assets
Financial27.64
Healthcare11.12
Technology9.73
Automobile9.24
Construction7.23
FMCG7.09
Communication6.58
Services4.81
Energy4.55
Engineering2.97

Indicators

LabelValue
Portfolio turnover ratio32.42
Standard Deviation12.75%
Beta0.89%
Sharpe Ratio0.24

Anand Radhakrishnan,R Janakiraman

Mr. Radhakrishnan is a B.Tech, CFA and PGDM from IIM Ahmedabad.Mr. Janakiraman is a B.E and PGDM (Business Management).
Prior to joining Franklin Templeton Investments, he has worked with Sundaram Asset Management Ltd., SBI Funds Management and Asian Convertible and Income Fund.Prior to joining Franklin Templeton Investments, he has worked with Indian Syntans Inv. Pvt. Ltd., Citicorp Information Tech Ltd. and UTI Securities Exchange Ltd.
© CRISIL Limited 2017. All Rights Reserved