Franklin India Prima Fund Growth

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Equity
Mid-Cap
Rating 3
Plan

2537.26 +15.28 (0.61%) NAV as on 17 Apr, 2025

5D
1M
6M
1Y
5Y
MAX

Key Metrics

AUM (in Cr)11443.03
CAGR 13.76%
Exit Load1.00%
Expense ratio1.80%
CategoryEquity
Min Investment5000
Min SIP500
Launch Date1993-12-01

Asset Allocation

Holdings As On - 21 April 2025

Holdings

Sectors

Name
Value (Cr)
Holding %

Federal Bank
422.85
3.70%

Call, Cash & Other Assets
380.62
3.33%

Ipca Laboratories
246.55
2.15%

Apl Apollo Tubes
228.78
2.00%

Mphasis
225.30
1.97%

Hdfc Bank
223.63
1.95%

J.k. Cement
218.39
1.91%

Peer Comparison

Fund Name
Sundaram Mid Cap Growth11.86%
Franklin India Prima Fund Growth13.76%
Mirae Asset Midcap Fund Regular Growth2.22%
UTI Mid Cap Fund Regular Plan Growth4.73%
DSP Midcap Fund Growth8.07%

Risk & Volitility

Alpha -1.24%
Beta 0.90
Sharpe Ratio0.85
Std Deviation 16.42%
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 11443.03 crores & has delivered CAGR of 27.51% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.80%. 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, Call, Cash & Other Assets, Ipca Laboratories & Coromandel International.

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

Some of the similar funds are Sundaram Mid Cap Growth, Franklin India Prima Fund Growth, Mirae Asset Midcap Fund Regular Growth, UTI Mid Cap Fund Regular Plan Growth, DSP Midcap Fund Growth. Franklin India Prima Fund Growth has a sharpe ratio of 0.85 & a standard deviation of 16.42%.