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Franklin India Prima Fund(IDCW) Direct IDCW

IDCW
121.600.75% (+0.90)
High
Low
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

Equity

Mid Cap Fund

Large-size Fund

Assets Under Mgmt: ₹ 12,285 Cr

Very High Risk

Principle investment will be at very high risk

How to use scorecard? Learn more

Equity

Mid Cap Fund

Large-size Fund

Assets Under Mgmt: ₹ 12,285 Cr

Very High Risk

Principle investment will be at very high risk

Franklin India Prima Fund(IDCW) Performance & Key Metrics

Franklin India Prima Fund(IDCW) Performance & Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.9558.590.21
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.3058.170.17

Franklin India Prima Fund(IDCW) Scheme InfoFranklin India Prima Fund(IDCW) Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 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

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

Franklin India Prima Fund(IDCW) Peers

Franklin India Prima Fund(IDCW) Peers & Comparison

Comparing 3 mutual funds from 
EquityMid Cap Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Franklin India Prima Fund(IDCW)-1.10%20.68%9.48%
HDFC Mid-Cap Opportunities Fund(IDCW)0.35%24.82%13.24%
Kotak Emerging Equity Fund(IDCW-Payout)7.20%28.74%16.97%
Nippon India Growth Fund(IDCW)-0.15%24.53%10.39%

Franklin India Prima Fund(IDCW) Returns Comparison

Compare Franklin India Prima Fund(IDCW) with any MF, ETF, stock or index
Compare Franklin India Prima Fund(IDCW) with any MF, ETF, stock or index
Franklin India Prima Fund(IDCW)
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Franklin India Prima Fund(IDCW) Portfolio

Franklin India Prima Fund(IDCW) Asset Allocation

Franklin India Prima Fund(IDCW) Asset Allocation

Actual

Target

Sep 2024

Dec 2024

Mar 2025

May 2025

ACTUAL
RightsTreasury BillsCash & EquivalentsEquity0.08%0.20%4.30%95.41%

Sep 2024

Dec 2024

Mar 2025

May 2025

Tickertape Separator

Franklin India Prima Fund(IDCW) Sector Distribution

Franklin India Prima Fund(IDCW) Sector Distribution

+33 moreReal EstateOthersPharmaceuticalsAuto PartsPrivate Banks65.39 %5.62 %6.17 %6.21 %7.22 %9.40 %

Sep 2024

Dec 2024

Mar 2025

May 2025

Tickertape Separator

Franklin India Prima Fund(IDCW) Sector Weightage

Franklin India Prima Fund(IDCW) Sector Weightage

Mar 24Jun 24Sep 24Dec 24Mar 25May 2513.27%12.32%10.98%10.95%9.85%9.40%
Private Banks as a % of total holdings for last six quarters
Tickertape Separator

Franklin India Prima Fund(IDCW) Current Holdings

Franklin India Prima Fund(IDCW) Current Holdings

Equity

Debt

Others

  • Constituent
    Holding Weight
    3M Change

AMC Profile of Franklin India Prima Fund(IDCW)

AMC Profile of Franklin India Prima Fund(IDCW)

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.

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

    36

  • Total AUM

    ₹ 1,17,665.17 Cr.

Franklin India Prima Fund(IDCW) Manager Details

Franklin India Prima Fund(IDCW) Manager Details

Franklin India Prima Fund(IDCW) Manager Profile

Franklin India Prima Fund(IDCW) Manager Profile

R. Janakiraman

AUM:  ₹68,296.12 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 15yrs

Akhil Kalluri

AUM:  ₹30,681.09 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 11yrs

Sandeep Manam

AUM:  ₹91,296.87 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 12yrs

Franklin India Prima Fund(IDCW) Manager Performance (0)

Franklin India Prima Fund(IDCW) Manager Performance (0)

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Franklin India Prima Fund(IDCW) Tax Implications

Franklin India Prima Fund(IDCW) 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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-

You make

Franklin India Prima Fund(IDCW) Review & Opinions

Franklin India Prima Fund(IDCW) Review & Opinions

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Frequently asked questions

Frequently asked questions

  1. What is the current price / NAV of Franklin India Prima Fund(IDCW)?

    The current NAV of Franklin India Prima Fund(IDCW) is ₹121.60, as of 17th June 2025.

  2. What are the returns of Franklin India Prima Fund(IDCW)?

    The Franklin India Prima Fund(IDCW) was launched on 1st January 1970. This mutual fund's past returns are as follows:
    • 1 Year Returns: -1.10%
    • 3 Year Returns: 20.68%
    • 5 Year Returns: 19.14%

  3. What are the top 5 sectoral holdings of Franklin India Prima Fund(IDCW)?

    The top sectors Franklin India Prima Fund(IDCW) has invested in are as follows:
    • Private Banks | 9.40%
    • Auto Parts | 7.22%
    • Pharmaceuticals | 6.21%
    • Others | 6.17%
    • Real Estate | 5.62%
    This data is as on 17th June 2025.

  4. What are the top 5 holdings of Franklin India Prima Fund(IDCW)?

    The top 5 holdings for Franklin India Prima Fund(IDCW) are as follows:
    • Call, Cash & Other Assets | 4.30%
    • Federal Bank Ltd | 3.61%
    • APL Apollo Tubes Ltd | 2.21%
    • Bharti Hexacom Ltd | 2.13%
    • Max Financial Services Ltd | 2.07%
    This data is as on 17th June 2025.

  5. What is the asset allocation of Franklin India Prima Fund(IDCW)?

    The asset allocation for Franklin India Prima Fund(IDCW) is as follows:
    • Equity | 95.41%
    • Cash & Equivalents | 4.30%
    • Treasury Bills | 0.20%
    • Rights | 0.08%
    This data is as on 17th June 2025.

  6. What is the AUM of Franklin India Prima Fund(IDCW)?

    The AUM (i.e. assets under management) of Franklin India Prima Fund(IDCW) is ₹12285.44 Cr as of 17th June 2025.

  7. What is the expense ratio of Franklin India Prima Fund(IDCW)?

    The expense ratio of Franklin India Prima Fund(IDCW) Plan is 0.95 as of 17th June 2025.

  8. What is the alpha ratio of Franklin India Prima Fund(IDCW)?

    The alpha ratio for the Franklin India Prima Fund(IDCW) is 0.61

    Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

  9. What is the volatility or standard deviation of Franklin India Prima Fund(IDCW)?

    The volatility or standard deviation for the Franklin India Prima Fund(IDCW) is 16.61

    Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

  10. What is the sharpe ratio of Franklin India Prima Fund(IDCW)?

    The Sharpe ratio for the Franklin India Prima Fund(IDCW) is 0.21

    The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

  11. What is the Sortino ratio of Franklin India Prima Fund(IDCW)?

    The Sortino Ratio for the Franklin India Prima Fund(IDCW) is 0.02

    The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.

  12. What is the Price to Earnings (PE) ratio of Franklin India Prima Fund(IDCW)?

    The PE ratio of Franklin India Prima Fund(IDCW) is 58.59, while category PE ratio is 58.17.