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Franklin India Prima Fund

Growth
3,123.340.82% (-25.70)
Investment Checklist

Returns

Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Fund has been able to generate better returns compared to other funds in the same category

Expense Ratio

Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates

If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Fund has been able to generate better price return than bank FD

Red Flags

We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

Franklin India Prima Fund

Growth
EquityMid Cap Fund
Large-size FundAssets Under Mgmt: ₹ 12,529 Cr
Very High RiskPrinciple investment will be at very high risk
3,123.340.82% (-25.70)

Price Chart

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Returns
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1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP
Investment Checklist

Returns

Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Fund has been able to generate better returns compared to other funds in the same category

Expense Ratio

Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates

If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Fund has been able to generate better price return than bank FD

Red Flags

We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

EquityMid Cap Fund
Large-size FundAssets Under Mgmt: ₹ 12,529 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.9655.842.71
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.2857.882.44

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
1% on or before 1Y
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 5,000
Initial: ₹ 5,000 Incremental: ₹ 1,000
BenchmarkBenchmark
Nifty Midcap 150 - TRI

About Mid Cap Fund

Mid Cap funds invest in stocks of the companies ranking from 101-250 in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of mid cap companies. These funds are less riskier than small-cap funds

Peers & Comparison

Comparing 3 mutual funds from 
EquityMid Cap Fund

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Franklin India Prima Fund51.94%23.22%21.04%
HDFC Mid-Cap Opportunities Fund46.13%29.12%22.94%
Kotak Emerging Equity Fund48.36%25.22%22.79%
Nippon India Growth Fund52.63%28.31%20.69%

Price Comparison

Compare Franklin India Prima Fund with any MF, ETF, stock or index
Compare Franklin India Prima Fund with any MF, ETF, stock or index
Franklin India Prima Fund
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Asset Allocation

Actual

Target

Dec 2023

Mar 2024

Jun 2024

Aug 2024

ACTUAL
Cash & EquivalentsEquity2.45%97.55%

Dec 2023

Mar 2024

Jun 2024

Aug 2024

Tickertape Separator

Sector Distribution

+30 moreAuto PartsIT Services & ConsultingHome Electronics & AppliancesPharmaceuticalsPrivate Banks62.77 %5.66 %6.20 %7.04 %7.23 %11.11 %

Dec 2023

Mar 2024

Jun 2024

Aug 2024

Tickertape Separator

Sector Weightage

Jun 23Sep 23Dec 23Mar 24Jun 24Aug 2415.45%14.36%14.25%13.27%12.32%11.11%
Private Banks as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • Federal Bank Ltd
    FEDERALBNK
    3M change : 0.12 %

    Holdings

    3.58 %

    0.12 %
  • Mphasis Ltd
    MPHASIS
    3M change : 0.42 %

    Holdings

    2.62 %

    0.42 %
  • Deepak Nitrite Ltd
    DEEPAKNTR
    3M change : 0.22 %

    Holdings

    2.51 %

    0.22 %

AMC Profile

Franklin Templeton Investments began its operations in India back in 1996 under the name Templeton Asset Management India Pvt. Ltd. The trust, Franklin Templeton Mutual Fund, is registered with SEBI under the registration number MF/026/96/8.

  • No.of Schemes

    33

  • Total AUM

    ₹ 1,14,691.64 Cr.

Fund Manager Profile

R. Janakiraman

AUM:  ₹66,335.90 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 15yrs

Akhil Kalluri

AUM:  ₹31,300.30 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 11yrs

Sandeep Manam

AUM:  ₹88,275.44 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 12yrs

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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Opinions and Fund Reviews

The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.
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Exclusive chat with R. Janakiraman, Dy CIO & Sr Portfolio Manager (Equities), Franklin Templeton AMC

9 months ago•Value Research

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Franklin India Prima Fund - Detailed Review | www.mfyadnya.in

4 years ago•Yadnya Investment Academy

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Live Q & A with Dhirendra Kumar on 20th June 2020

4 years ago•Value Research

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Franklin India Prima Fund Review: the 25 year old performer!

5 years ago•freefincal - Prudent DIY Investing

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Franklin India Prima Plus Fund - Review

5 years ago•Groww

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7 years ago•Yadnya Investment Academy

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7 years ago•Yadnya Investment Academy

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7 years ago•Yadnya Investment Academy

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Mutual Fund Review: Franklin India Prima Fund | Franklin Mutual Fund | Top Mid Cap Equity Funds

7 years ago•Yadnya Investment Academy