Overview (as on 07 May 2021)

NAV

₹1,367.8913

1y returns

72.966%

Fund AUM

₹7,308 Cr

Expense Ratio

1.06%

Min SIP

₹500

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Financial Services
24.18%
Consumer
22.52%
Basic Materials
18.05%
Industrials
13.30%
Health
5.29%
Defensive
4.28%
Real Estate
3.00%
Communication
2.74%
Tech
2.32%
Energy
2.31%
Utilities
2.01%
Size Breakup
Mid Cap
74.81%
Large Cap
20.84%
Small Cap
4.35%

Key Metrics

Beta 

0.87

Std deviation 

20.34%

Sharpe Ratio 

0.48

Holdings

Fund Details

Investment Objectives
The investment objective of Prima Fund is to provide medium to longterm capital appreciation as a primary objective and income as a secondary objective.
Scheme Name
Franklin India Prima Fund Direct Growth
Scheme Document
Exit Load

For 0 - 1 Years: 1%

After 1 Years : 0%

Plan Started
01 January, 2013
Fund Manager
Mayank Bukrediwala
Fund House Details
Fund House
Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Email
service@templeton.com
Phone
+912266490622/66490627
Address
Franklin Templeton Asset Management (India) Private Limited,Indiabulls Finance Centre; Tower 2, 12th and 13th Floor,Senapati Bapat Marg;,Elphinstone Road (W)

Other Related Plans

Peer Funds

Franklin India Prima Fund Direct Growth

NAV

₹1,367.8913

INDmoney Analysis

    warning

    Fund is in Top 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    warning

    Fund is in Top 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Mayank Bukrediwala
Mayank Bukrediwala

manager

Work Experience
"null"
R. Janakiraman
R. Janakiraman

leader

Qualifications
B.E., PGDBM
Work Experience
"bVice President and Portfolio Manager and Co-fund manager for FIPF & FISCF. Also responsible for providing equity research support (since May 2007). Prior assignments: Investment Manager, Indian Syntans Invt Pvt. Ltd. (2000-2007). Responsible for investment analysis and managing the investments of the company. Citicorp Information Tech Ltd. (Nov 1999-Feb 2000). Provided domain knowledge to CITILs software development team. Senior Executive. UTI Securities Exchange Ltd. (1997-1999). Responsible for investment research of certain industrial sectors & later was part of the team responsible for equity sales function."
Hari Shyamsunder
Hari Shyamsunder

manager

Work Experience
"null"

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