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Rating:
2
Aum
₹12,102.39 Cr
Expense Ratio
1.48%
Exit Load
1.00%
Min. Investment
₹5,000.00
Min. SIP
₹500.00
Launch Date
1 Dec 1993
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -3.63% | -- |
| 3 Months | +1.3% | -- |
| 6 Months | -5.83% | -- |
| 1 Year | -5.96% | -5.96% |
| 2 Years | -- | +1.97% |
| 3 Years | +59.2% | +16.77% |
| 5 Years | +89.02% | +13.58% |
| Since Launch | +25923.45% | +18.65% |
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Call, Cash & Other Assets | 455.00 | 3.76 |
| Federal Bank | 296.27 | 2.45 |
| Mphasis | 262.48 | 2.17 |
| Biocon | 259.66 | 2.15 |
| IDFC First Bank | 256.93 | 2.12 |
| Balkrishna Industries | 253.90 | 2.10 |
| Tube Investments of India | 246.50 | 2.04 |
| Mankind Pharma | 231.21 | 1.91 |
| Prestige Estates Projects | 230.82 | 1.91 |
| Mahindra & Mahindra Financial Services Ltd | 230.34 | 1.90 |
Rating:
2
Risk
Return
0.71
Sharpe Ratio
17.26%
Std. Deviation
4.94%
Tracking Error
-1.24%
Alpha
0.90
Beta
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| HSBC Midcap Fund Growth | +11.94% | +25.07% | +17.74% |
| Invesco India Mid Cap Fund Growth | +1.52% | +22.97% | +18.86% |
| Sundaram Mid Cap Growth | +0.95% | +21.1% | +17.31% |
| Franklin India Mid Cap Fund Growth | -5.96% | +16.77% | +13.58% |
| UTI Mid Cap Fund Regular Plan Growth | -4.51% | +13.3% | +12.24% |
Results are calculated on CAGR basis
The investment objective of Prima Fund is to provide medium to longterm capital appreciation as a primary objective and income as a secondary objective.
The Franklin India Mid Cap Fund Growth has an AUM of 12102.39 crores & has delivered CAGR of 13.58 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.48%. The minimum investment in Franklin India Mid Cap Fund Growth is Rs 5000 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.
The fund has a present cash holding of %. The top holdings of the fund include Call, Cash & Other Assets, Federal Bank, Mphasis, Biocon.
The major sectors where the fund is invested are Regional Banks, Software & Programming, Biotechnology & Drugs, Consumer Financial Services.
Some of the similar funds are HSBC Midcap Fund Growth, Invesco India Mid Cap Fund Growth, Sundaram Mid Cap Growth, Franklin India Mid Cap Fund Growth, UTI Mid Cap Fund Regular Plan Growth. Franklin India Mid Cap Fund Growth has a sharpe ratio of 0.71 & a standard deviation of 17.26%.
According to the morning star rating Franklin India Mid Cap Fund Growth has a Medium risk & Exceptional return.
Franklin India Mid Cap Fund Growth is managed by R. Janakiraman,Sandeep Manam,Akhil Kalluri.
The expense ratio of Franklin India Mid Cap Fund Growth is 1.48%.
The 5 year annualized return on Franklin India Mid Cap Fund Growth is 13.58% & it has generated -5.96% in the last 1 year.
The minimum investment in Franklin India Mid Cap Fund Growth is 5000 Rs.
Franklin India Mid Cap Fund Growth has an AUM of 12102.39 crores.
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