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Franklin India Prima Fund (G)

PLAN: Regular OPTIONS: Growth
734.564 0.1 (0.01%)

NAV as on 05 Dec, 2016

CRISIL MF RANK

Riskometer

HIGH

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

Good performance in the category

The scheme is ranked 2 in Small & Mid Cap category by Crisil (for quarter ended Jun 2016) rank unchanged from last quarter. 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

Benchmark Index:
 
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Returns (NAV as on 05 Dec, 2016)

Period Returns (%) Rank #
1 mth -5.4 49
3 mth -7.4 111
6 mth 4.5 102
1 year 10.7 48
2 year 8.6 48
3 year 28.7 50
5 year 24.3 8

# Moneycontrol Rank within 141 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -4.4 - - - -
2015 4.5 -1.6 -2.2 3.5 6.5
2014 10.5 26.7 10.0 15.2 77.7
2013 -8.4 1.3 -3.6 16.1 6.5
2012 18.1 -2.4 11.2 10.4 44.7
2011 -9.7 1.7 -8.5 -7.6 -22.7

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 -5.4 -7.4 4.5 10.7 8.6 28.7 24.3
Category avg -5.8 -5.4 6.5 7.1 6.7 17.6 12.8
Difference of Fund returns and Category returns 0.4 -2.0 -2.0 3.6 1.9 11.1 11.5
Best of category -1.8 1.2 17.2 18.4 36.5 44.4 29.1
Worst of category -11.3 -11.8 -8.6 -3.7 -0.1 14.7 13.8
Benchmark returns # -4.7 -8.3 2.2 6.2 0.3 13.2 12.0
Difference of Fund returns and Benchmark returns -0.7 0.9 2.3 4.5 8.3 15.5 12.3
Franklin India Prima Fund (G) Review by Crisil - Rating: 4 (Rank 2 out of 5)
# Benchmark Index: NIFTY 500

Investment Info

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.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Nov 30, 1993
Benchmark NIFTY 500
Asset Size (Rs cr) 4,045.59 (Sep-30-2016)
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) Not Ranked
1,262.68 -4.1 12.2 16.2 31.5 --
HDFC MidCap Opportunities (G) Rank 3
11,208.20 -4.4 11.6 15.1 30.4 23.9
IDFC Premier Equity - Direct (G) Not Ranked
572.40 -7.6 -1.0 1.4 21.6 --
IDFC Premier Equity - B (G) Not Ranked
17.52 -7.8 -1.4 0.7 20.9 18.4
IDFC Premier Equity - Regular (G) Rank 4
5,718.58 -7.8 -1.4 0.6 20.8 18.4
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 28, 16)

Equity Sector Value
(Rs cr)
Asset %
Yes Bank Banking/Finance 230.91 4.86
Equitas Holding Banking/Finance 200.99 4.23
Finolex Cables Telecom 168.49 3.55
J. K. Cement Cement 126.13 2.66
Voltas Conglomerates 124.99 2.63
Tata Motors (D) Automotive 122.05 2.57
FAG Bearings Engineering 121.34 2.55
HDFC Bank Banking/Finance 117.62 2.48
Repco Home Banking/Finance 109.92 2.31
Exide Ind Automotive 106.31 2.24

Full Portfolio

Sector Allocation (Oct 28, 16)

Sector %

1-Year

HighLow

Banking/Finance 24.65 59.88 23.62
Automotive 10.02 20.16 8.77
Engineering 8.70 17.40 8.65
Oil & Gas 5.79 10.90 5.16
Manufacturing 5.36 8.86 2.85
Chemicals 5.14 10.88 5.32

View All Sectors

Asset Allocation (%)(Oct 28, 16)

Equity 91.30
Others 0.63
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 8.06

View All

Concentration

Holdings (%)
Top 5 17.93
Top 10 30.08
Sector (%)
Top 3 43.37

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