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Franklin India Prima Fund (D)

PLAN: Regular OPTIONS: Dividend
56.825 0.11 (0.19%)

NAV as on 03 Jul, 2015

CRISIL MF RANK

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
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 Mar 2015) 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 03 Jul, 2015)

Period Returns (%) Rank #
1 mth 3.2 105
3 mth -1.0 67
6 mth 4.7 62
1 year 32.5 38
2 year 45.8 54
3 year 35.5 11
5 year 20.5 14

# Moneycontrol Rank within 119 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 4.5 -10.7 - - -
2014 10.5 16.2 10.0 15.2 -
2013 -8.4 -12.7 -3.6 16.1 -8.2
2012 18.1 -13.6 11.2 10.4 28.0
2011 -9.7 -13.0 -8.5 -7.6 -33.9
2010 3.0 -14.8 14.3 -3.5 -1.4

View where it stands within its peers

* Returns over 1 year are Annualised

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 3.2 -1.0 4.7 32.5 45.8 35.5 20.5
Category avg 4.7 -0.8 5.0 26.1 34.1 22.2 11.7
Difference of Fund returns and Category returns -1.5 -0.2 -0.3 6.4 11.7 13.3 8.8
Best of category 7.9 5.4 17.2 52.8 65.6 40.7 24.8
Worst of category 2.6 -4.3 -8.1 -8.6 30.2 13.8 6.8
Benchmark returns # 4.5 -1.7 2.1 11.8 25.1 18.6 9.8
Difference of Fund returns and Benchmark returns -1.3 0.7 2.6 20.7 20.7 16.9 10.7
Franklin India Prima Fund (D) Review by Crisil - Rating: 3 (Rank 3 out of 5)
# Benchmark Index: CNX 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 Dividend
Launch date Nov 30, 1993
Benchmark CNX 500
Asset Size (Rs cr) 3,172.81 (Mar-31-2015)
Minimum Investment Rs.5000
Last Dividend Rs.5.50 (Jun-12-2015) 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 Opport.- Direct (G) Not Ranked
666.39 0.4 3.9 27.7 -- --
HDFC MidCap Opportunities (G) Rank 3
8,957.92 0.1 3.4 26.6 31.9 21.4
IDFC Premier Equity - Direct (G) Not Ranked
579.15 -2.5 6.6 27.6 -- --
IDFC Premier Equity - B (G) Not Ranked
37.56 -2.6 6.4 26.8 29.4 19.7
IDFC Premier Equity - Regular (G) Rank 4
6,465.61 -2.7 6.4 26.6 29.3 19.6
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (May 29, 15)

Equity Sector Value
(Rs cr)
Asset %
Yes Bank Banking/Finance 176.33 4.86
Amara Raja Batt Automotive 107.71 2.97
Finolex Cables Telecom 100.80 2.78
Torrent Pharma Pharmaceuticals 99.33 2.74
HDFC Bank Banking/Finance 98.14 2.71
Axis Bank Banking/Finance 96.53 2.66
FAG Bearings Engineering 93.81 2.59
Mindtree Technology 92.74 2.56
IndusInd Bank Banking/Finance 90.47 2.50
Cyient Technology 88.70 2.45

Full Portfolio

Sector Allocation (May 29, 15)

Sector %

1-Year

HighLow

Banking/Finance 23.46 23.46 19.89
Engineering 9.05 12.60 9.05
Automotive 8.44 8.84 7.60
Chemicals 8.13 9.26 7.95
Technology 7.63 7.97 7.05
Pharmaceuticals 5.94 6.02 4.27

View All Sectors

Asset Allocation (%)(May 29, 15)

Equity 91.47
Others 0.01
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 8.53

View All

Concentration

Holdings (%)
Top 5 16.06
Top 10 28.82
Sector (%)
Top 3 40.95

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