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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: 1.76% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,228.54 Cr As on (30-05-2025)
Turn over: 24.37
NAV as on 02-07-2025

2814.0798

-4.28 (-0.1523%)

CAGR Since Inception

19.42%

NIFTY Midcap 150 TRI 17.83%

PERFORMANCE of Franklin India Prima Fund-Growth

Scheme Performance (%) Data as on - 02-07-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Franklin India Prima Fund-Growth 7.27 29.45 27.42 15.37 19.42
NIFTY MIDCAP 150 TRI 5.48 30.36 31.89 18.52 17.83
Equity: Mid Cap 4.75 27.33 29.51 16.23 19.97

Fund Managers

R. Janakiraman, Akhil Kalluri Sandeep Manam (dedicated for making investments for Foreign Securities)

Investment 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)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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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.

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 13.68 1.17 0.91 0.9 - -
Equity: Mid Cap - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Franklin India Prima Fund Gr 01-12-1993 7.27 28.39 29.45 27.42 15.37
Invesco India MidCap Gr 19-04-2007 16.87 34.39 33.07 30.86 17.85
WhiteOak Capital Mid Cap Fund Reg Gr 07-09-2022 11.75 30.13 0.0 0.0 0.0
Edelweiss MidCap Reg Gr 26-12-2007 10.35 32.62 31.78 33.47 18.0
Motilal Oswal Midcap Fund Reg Gr 02-02-2014 10.02 34.22 35.55 36.9 17.72
HDFC Mid Cap Fund Gr 25-06-2007 8.87 28.52 32.77 32.58 17.99
Sundaram MidCap Gr 01-07-2002 8.07 29.78 29.91 28.93 15.04
Nippon India Growth Fund Gr Gr 05-10-1995 8.03 30.58 31.27 33.12 17.86
Kotak Midcap Fund Gr 30-03-2007 6.58 27.32 27.51 30.62 17.94
HSBC Midcap Fund Reg Growth 09-08-2004 6.09 31.57 28.55 26.98 16.24

Asset Allocation (%)

PORTFOLIO ANALYSIS of Franklin India Prima Fund-Growth

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)