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Franklin India Prima Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
933.645 4.69 (0.50%)

NAV as on 22 Aug, 2017

CRISIL MF RANK

Riskometer

HIGH

HIGH

  • Principal at high risk.
FUND FAMILY : Franklin Templeton Mutual Fund FUND CLASS : Small & Mid Cap
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ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Small & Mid Cap category by Crisil (for quarter ended Jun 2017) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Benchmark Index:
 
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Returns (NAV as on 22 Aug, 2017)

Period Returns (%) Rank #
1 mth -1.6 19
3 mth 1.8 65
6 mth 9.2 101
1 year 15.2 91
2 year 16.1 39
3 year 20.7 28
5 year - -

# Moneycontrol Rank within 149 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 17.2 2.4 - - -
2016 -4.2 12.6 7.1 -8.0 8.7
2015 4.8 -1.2 -1.9 3.8 7.9
2014 10.7 26.9 10.4 15.7 79.7
2013 -8.3 1.5 -3.4 16.3 7.3

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Small & Mid Cap)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -1.6 1.8 9.2 15.2 16.1 20.7 --
Category avg -2.7 1.6 10.6 16.0 11.4 12.6 12.9
Difference of Fund returns and Category returns 1.1 0.2 -1.4 -0.8 4.7 8.1 --
Best of category 3.4 14.0 23.6 38.5 26.3 29.8 31.0
Worst of category -6.7 -3.7 5.9 6.8 4.1 11.0 16.1
Benchmark returns # -2.3 3.2 10.1 15.4 14.4 10.2 14.9
Difference of Fund returns and Benchmark returns 0.7 -1.4 -0.9 -0.2 1.7 10.5 --
Franklin India Prima Fund - Direct Plan (G) Review by Crisil - Rating: 3 (Rank 3 out of 5)
# Benchmark Index: NIFTY 500

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 01, 2013
Benchmark NIFTY 500
Asset Size (Rs cr) 610.72 (Jun-30-2017)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager R. Janakiraman / Hari Shyamsunder
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

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.

Contact Details

Regd. Office Indiabulls Finance Centre; Tower 2, 12th and 13th Floor; Senapati Bapat Marg; Elphinstone Road (W) , 400013
Tel. No. 022-67519100
Fax No. 022-66490622/66490627
Email service@templeton.com
Website http://www.franklintempletonindia.com

Peer Comparison

Small & Mid Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC MidCap Opport.- Direct (G) Rank 3
1,996.37 2.9 10.9 18.9 20.4 --
HDFC MidCap Opportunities (G) Rank 3
14,625.43 2.6 10.3 17.7 19.2 25.6
Franklin (I) Smaller Co -Direct (G) Rank 3
1,061.96 2.1 11.3 17.2 21.8 --
Franklin (I) Smaller Cos (G) Rank 3
4,579.29 1.8 10.6 15.8 20.1 30.3
Franklin (I) Prima - Direct (G) Rank 3
610.72 1.8 9.2 15.2 20.7 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 31, 17)

Equity Sector Value
(Rs cr)
Asset %
Yes Bank Banking/Finance 273.66 4.58
Finolex Cables Telecom 189.99 3.18
Equitas Holding Banking/Finance 188.50 3.15
HDFC Bank Banking/Finance 174.84 2.92
Apollo Tyres Automotive 141.07 2.36
Guj State Petro Oil & Gas 140.12 2.34
Voltas Conglomerates 135.09 2.26
Cadila Health Pharmaceuticals 134.01 2.24
CESC Utilities 129.97 2.17
Schaeffler Ind Engineering 125.17 2.09

Full Portfolio

Sector Allocation (Jul 31, 17)

Sector %

1-Year

HighLow

Banking/Finance 23.69 0.00 0.00
Automotive 10.62 0.00 0.00
Engineering 6.97 0.00 0.00
Technology 5.88 0.00 0.00
Oil & Gas 5.59 0.00 0.00
Chemicals 5.57 0.00 0.00

View All Sectors

Asset Allocation (%)(Jul 31, 17)

Equity 93.55
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 6.43

View All

Concentration

Holdings (%)
Top 5 16.19
Top 10 27.29
Sector (%)
Top 3 41.28

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