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Franklin India Prima Fund - Direct Plan (D)

PLAN: Direct OPTIONS: Dividend
72.387 0.04 (0.05%)

NAV as on 14 Dec, 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 Sep 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 14 Dec, 2017)

Period Returns (%) Rank #
1 mth 1.8 101
3 mth 4.2 103
6 mth 8.1 116
1 year 32.5 105
2 year 26.1 65
3 year 21.2 52
5 year - -

# Moneycontrol Rank within 155 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 17.2 -6.2 2.5 - -
2016 -4.2 2.8 7.1 -8.0 -0.9
2015 4.8 -10.1 -1.9 3.8 -1.8
2014 10.7 16.5 10.4 15.7 65.0
2013 -8.3 -12.5 -3.4 16.3 -7.5

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 1.8 4.2 -1.0 21.3 26.1 21.2 --
Category avg 2.7 6.3 10.5 32.9 20.0 12.8 12.0
Difference of Fund returns and Category returns -0.9 -2.1 -11.5 -11.6 6.1 8.4 --
Best of category 8.4 22.3 37.1 68.4 37.7 31.7 32.9
Worst of category -1.4 0.3 4.0 23.1 10.3 10.2 15.5
Benchmark returns # 0.9 2.8 8.5 30.4 18.9 11.1 14.2
Difference of Fund returns and Benchmark returns 0.9 1.4 -9.5 -9.1 7.2 10.1 --
Franklin India Prima Fund - Direct Plan (D) 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 Dividend
Launch date Jan 01, 2013
Benchmark NIFTY 500
Asset Size (Rs cr) 726.52 (Sep-30-2017)
Minimum Investment Rs.5000
Last Dividend Rs.6.00 (Jun-23-2017) View Dividend History
Bonus N.A.
Fund Manager R. Janakiraman / Roshi Jain
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 Opportunities (G) Rank 3
15,512.00 4.7 9.2 32.6 17.8 25.4
HDFC MidCap Opport.- Direct (G) Rank 3
2,159.33 4.9 9.7 33.9 18.9 --
Franklin (I) Smaller Co -Direct (G) Rank 2
1,210.34 6.3 11.0 36.8 21.1 --
Franklin (I) Smaller Cos (G) Rank 2
4,898.91 6.0 10.3 35.1 19.5 29.5
Franklin (I) Prima - Direct (G) Rank 3
726.52 4.2 8.1 32.5 18.2 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 30, 17)

Equity Sector Value
(Rs cr)
Asset %
Finolex Cables Telecom 274.97 4.22
Yes Bank Banking/Finance 198.96 3.05
HDFC Bank Banking/Finance 181.63 2.79
Voltas Conglomerates 170.55 2.62
Equitas Holding Banking/Finance 166.10 2.55
WABCO India Automotive 163.99 2.52
CG Consumer Manufacturing 157.53 2.42
SKF India Engineering 142.28 2.18
Schaeffler Ind Engineering 138.53 2.13
CESC Utilities 136.40 2.09

Full Portfolio

Sector Allocation (Nov 30, 17)

Sector %

1-Year

HighLow

Banking/Finance 18.21 0.00 0.00
Automotive 11.18 0.00 0.00
Engineering 7.64 0.00 0.00
Chemicals 6.91 0.00 0.00
Retail & Real Estate 6.13 0.00 0.00
Technology 5.73 0.00 0.00

View All Sectors

Asset Allocation (%)(Nov 30, 17)

Equity 93.97
Others 0.41
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 5.62

View All

Concentration

Holdings (%)
Top 5 15.23
Top 10 26.57
Sector (%)
Top 3 37.03

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