Active Stocks
Fri Jul 19 2024 15:43:47
  1. Tata Steel share price
  2. 157.75 -5.17%
  1. NTPC share price
  2. 364.50 -3.51%
  1. Infosys share price
  2. 1,792.85 1.92%
  1. Power Grid Corporation Of India share price
  2. 332.20 -2.58%
  1. ITC share price
  2. 474.30 0.89%
Business News/Market/Market Stats/    Franklin India Prima Fund Growth

Franklin India Prima Fund Growth

+
  • Equity
  • Mid-Cap
  • Rating 3
  • Plan
2614.98 -48.96 (-1.84%) NAV as on 19 Jul, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)12015.33
  • CAGR 54.14%
  • Exit Load1.00%
  • Expense ratio1.78%
  • CategoryEquity
  • Min Investment5000
  • Min SIP500
  • Launch Date1993-12-01

Morning Star Rating 3

Medium
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 22 July 2024

  • Name
  • Value (Cr)
  • Holding %
  • Call, Cash & Other Assets
  • 271.93
  • 2.26%
View More

Risk & Volitility

  • Alpha -1.24%
  • Beta 0.90
  • Sharpe Ratio1.16
  • Std Deviation 14.40%
  • Tracking Error 4.94%

About Fund

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 Prima Fund Growth has an AUM of 12015.33 crores & has delivered CAGR of 23.49% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.78%. The minimum investment in Franklin India Prima 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 top holdings of the fund include Federal Bank, Cummins India, Prestige Estates Projects & Deepak Nitrite.

 

The major sectors where the fund is invested are Regional Banks, Software & Programming, Chemical Manufacturing & Biotechnology & Drugs.

 

Some of the similar funds are Motilal Oswal Midcap Regular Growth, Sundaram Mid Cap Growth, UTI Mid Cap Fund Regular Plan Growth, Franklin India Prima Fund Growth, Mirae Asset Midcap Fund Regular Growth. Franklin India Prima Fund Growth has a sharpe ratio of 1.16 & a standard deviation of 14.40%.

FAQs about Franklin India Prima Fund Growth

According to the morning star rating Franklin India Prima Fund Growth has a Medium risk & Exceptional return.
Franklin India Prima Fund Growth is managed by R. Janakiraman,Sandeep Manam,Akhil Kalluri.
The expense ratio of Franklin India Prima Fund Growth is 1.78%.
The 5 year annualized return on Franklin India Prima Fund Growth is 23.49% & it has generated 54.14% in the last 1 year.
The minimum investment in Franklin India Prima Fund Growth is 5000 Rs.
Franklin India Prima Fund Growth has an AUM of 12015.33 crores.
Recommended For You