Real-time Stock quotes, portfolio, LIVE TV and more.
SET SMS ALERT Fund Family Franklin Templeton Mutual Fund
Fund Class Small & Mid Cap
Good performance in the category
The scheme is ranked 2 in Small & Mid Cap category by Crisil. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.
View Top ranked funds in this category
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | -1.7 | 3 |
| 3 mth | 3.6 | 4 |
| 6 mth | -2.2 | 3 |
| 1 year | 24.8 | 3 |
| 2 year | 9.2 | 7 |
| 3 year | 6.8 | 10 |
| 5 year | 11.6 | 11 |
# Moneycontrol Rank within 50 Small & Mid Cap Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -8.4 | - | - | - | - |
| 2012 | 18.1 | -2.4 | 11.2 | 10.4 | 44.7 |
| 2011 | -9.7 | 1.7 | -8.5 | -7.6 | -22.7 |
| 2010 | 3.0 | 2.0 | 14.3 | -3.5 | 18.0 |
| 2009 | -9.0 | 56.8 | 24.3 | 12.8 | 103.0 |
| 2008 | -34.9 | -18.0 | -1.2 | -26.7 | -62.7 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (Small & Mid Cap)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | -1.7 | 3.6 | -2.2 | 24.8 | 9.2 | 6.8 | 11.6 |
| Category avg | -4.4 | -0.2 | -8.9 | 12.5 | 4.0 | 2.5 | 6.4 |
| Difference of Fund returns and Category returns | 2.7 | 3.8 | 6.7 | 12.3 | 5.2 | 4.3 | 5.2 |
| Best of category | 0.3 | 8.0 | -1.3 | 27.1 | 14.5 | 14.4 | 17.8 |
| Worst of category | -9.2 | -8.8 | -22.8 | -7.4 | -7.0 | -10.4 | -4.4 |
| Benchmark returns # | -5.6 | 1.2 | -4.3 | 13.4 | 3.3 | 1.2 | 4.6 |
| Difference of Fund returns and Benchmark returns | 3.9 | 2.4 | 2.1 | 11.4 | 5.9 | 5.6 | 7.0 |
Investment Objective
An open-end growth scheme with an objective to provide medium to longterm capital appreciation as a primary objective and income as a secondary objective.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Nov 30, 1993 |
| Benchmark | CNX 500 |
| Asset Size (Rs cr) | 777.67 (Mar-30-2013) |
| Minimum Investment | Rs.5000 |
| Last Dividend | N.A. View Dividend History |
| Bonus | N.A. |
| Fund Manager | K N Sivasubramanian ~ R Janakiraman View performance of schemes managed by the Fund Manager |
| Notes | Franklin India Prima Fund has suspended fresh sales wef February 4, 2006. |
| Entry Load | N.A |
|---|---|
| Exit Load | 1.00% |
| Load Comments | Exit Load 1% if units are redeemed / switched-out within 1 year from the date of allotment. |
| Regd. Office | Sakhar Bhavan, 1st Floor, 230, Backbay Reclamation, Nariman Point, Mumbai, 400021 |
|---|---|
| Tel. No. | 66325820-36 |
| Fax No. | 22886707/22886133 |
| mktg@templeton.com | |
| Website | http://www.franklintempletonindia.com |
| Small & Mid Cap | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| HDFC MidCap Opportunities (G) | Rank 2 |
2,719.45 | 0.6 | -5.0 | 13.5 | 7.8 | 13.7 |
| Sundaram Select Midcap -RP (G) | Rank 3 |
1,930.19 | 1.9 | -6.3 | 17.4 | 4.7 | 10.4 |
| Birla SL Dividend Yield (G) | Rank 3 |
1,333.07 | -2.8 | -9.4 | 4.7 | 2.9 | 13.5 |
| Birla Sun Life Midcap Fund -A (G) | Rank 4 |
1,176.05 | 0.9 | -6.3 | 14.9 | 1.2 | 7.8 |
| DSP-BR Small & Mid Cap -RP (G) | Rank 3 |
1,158.90 | -2.0 | -13.8 | 9.1 | 1.6 | 10.6 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| IndusInd Bank | Banking/Finance | 46.73 | 5.95 |
| Pidilite Ind | Chemicals | 46.72 | 5.95 |
| Ipca Labs | Pharmaceuticals | 38.13 | 4.85 |
| Yes Bank | Banking/Finance | 32.54 | 4.14 |
| Federal Bank | Banking/Finance | 31.99 | 4.07 |
| Amara Raja Batt | Automotive | 30.33 | 3.86 |
| M&M Financial | Banking/Finance | 30.04 | 3.82 |
| Torrent Pharma | Pharmaceuticals | 28.01 | 3.57 |
| Cadila Health | Pharmaceuticals | 23.81 | 3.03 |
| Bharti Airtel | Telecom | 23.07 | 2.94 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 24.85 | 24.86 | 15.60 |
| Pharmaceuticals | 12.60 | 14.06 | 11.18 |
| Chemicals | 11.22 | 14.55 | 11.22 |
| Engineering | 8.06 | 8.06 | 4.63 |
| Telecom | 5.70 | 7.12 | 4.65 |
| Miscellaneous | 5.46 | 6.90 | 5.46 |
| Equity | 91.62 |
| Others | 0.00 |
| Debt | 0.12 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 8.25 |
| Holdings | (%) |
|---|---|
| Top 5 | 24.96 |
| Top 10 | 42.18 |
| Sector | (%) |
|---|---|
| Top 3 | 48.67 |
Franklin India Prima Fund announces dividend
Jun 17, 2013 at 12:48 | Source:
Franklin Templeton buys banks, auto; sells IT, metals
May 21, 2013 at 9:14 | Source:
Oct 25, 2011
Oct 25, 2011
Oct 25, 2011
Quick Links
