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Franklin India Prima Plus Fund (D)

PLAN: Regular OPTIONS: Dividend
38.085 0.54 (1.44%)

NAV as on 25 May, 2017

CRISIL MF RANK

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MODERATELY HIGH

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ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Diversified Equity category by Crisil (for quarter ended Mar 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 25 May, 2017)

Period Returns (%) Rank #
1 mth 0.1 97
3 mth 4.6 170
6 mth 15.1 151
1 year 18.7 180
2 year 9.6 137
3 year 18.2 60
5 year 20.9 20

# Moneycontrol Rank within 263 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 6.3 - - - -
2016 -8.9 8.1 3.7 -7.0 -3.6
2015 -1.1 -1.3 -2.0 -0.5 -2.5
2014 -0.3 17.7 10.2 11.4 44.3
2013 -16.8 0.8 -2.6 12.2 -6.7
2012 3.5 -2.0 7.8 6.4 18.5

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 (Diversified Equity)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 0.1 4.6 15.1 18.7 9.6 18.2 20.9
Category avg -0.4 5.6 14.3 22.8 9.1 11.0 10.4
Difference of Fund returns and Category returns 0.5 -1.0 0.8 -4.1 0.5 7.2 10.5
Best of category 7.5 16.9 28.1 49.2 25.4 46.2 28.4
Worst of category -8.8 -7.7 -18.5 -19.0 -7.5 -2.7 1.4
Benchmark returns # 0.2 6.8 18.3 24.3 9.2 11.9 16.1
Difference of Fund returns and Benchmark returns -0.1 -2.2 -3.2 -5.6 0.4 6.3 4.8
Franklin India Prima Plus Fund (D) Review by Crisil - Rating: 3 (Rank 3 out of 5)
# Benchmark Index: NIFTY 500

Investment Info

Investment Objective

An open end growth scheme with an objective to provide growth of capital plus regular dividend through a diversified portfolio of equities, fixed income securities and money market instruments.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Sep 28, 1994
Benchmark NIFTY 500
Asset Size (Rs cr) 8,479.15 (Mar-31-2017)
Minimum Investment Rs.5000
Last Dividend Rs.2.50 (Mar-10-2017) View Dividend History
Bonus N.A.
Fund Manager R.Janakiraman / Anand Radhakrishnan
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

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Franklin (I) Prima Plus -Direct (G) Rank 3
1,704.47 4.9 15.8 20.0 19.5 --
ICICI Pru Value Discovery Fund (G) Rank 3
14,011.22 4.1 11.3 20.4 16.5 23.2
ICICI Pru Value Discovery - DP (G) Rank 3
2,126.45 4.5 12.0 21.9 17.8 --
HDFC Equity Fund - Direct (G) Rank 4
3,971.06 8.1 18.8 34.5 12.9 --
Franklin India Prima Plus (G) Rank 3
8,479.15 4.6 15.1 18.7 18.2 20.9
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 28, 17)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 896.97 8.18
ICICI Bank Banking/Finance 453.96 4.14
Infosys Technology 395.15 3.60
IndusInd Bank Banking/Finance 390.14 3.56
Bharti Airtel Telecom 387.50 3.53
Larsen Engineering 376.21 3.43
Yes Bank Banking/Finance 374.96 3.42
Kotak Mahindra Banking/Finance 333.72 3.04
M&M Automotive 304.51 2.78
Tata Motors Automotive 256.98 2.34

Full Portfolio

Sector Allocation (Apr 28, 17)

Sector %

1-Year

HighLow

Banking/Finance 27.81 59.30 59.30
Automotive 12.55 22.90 22.90
Pharmaceuticals 8.33 14.68 14.68
Technology 7.45 17.62 17.62
Engineering 6.27 11.82 11.82
Telecom 4.19 9.58 9.58

View All Sectors

Asset Allocation (%)(Apr 28, 17)

Equity 91.77
Others 1.75
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 6.49

View All

Concentration

Holdings (%)
Top 5 23.01
Top 10 38.02
Sector (%)
Top 3 48.69

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