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Franklin India Prima Plus Fund (D)

PLAN: Regular OPTIONS: Dividend
35.913 0 (0.00%)

NAV as on 09 Dec, 2016

CRISIL MF RANK

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MODERATELY HIGH

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ranking by CRISIL

Good performance in the category

The scheme is ranked 2 in Diversified Equity 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 09 Dec, 2016)

Period Returns (%) Rank #
1 mth -2.4 143
3 mth -5.9 158
6 mth 2.3 197
1 year 10.1 133
2 year 7.0 83
3 year 20.8 53
5 year 18.4 22

# Moneycontrol Rank within 269 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -8.9 - - - -
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
2011 -13.7 -0.4 -7.0 -5.7 -25.9

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 -2.4 -5.9 2.3 10.1 7.0 20.8 18.4
Category avg -1.6 -4.1 5.5 9.4 4.5 12.0 9.1
Difference of Fund returns and Category returns -0.8 -1.8 -3.2 0.7 2.5 8.8 9.3
Best of category 7.5 16.9 25.3 28.9 25.4 96.6 27.3
Worst of category -8.8 -10.2 -18.5 -19.0 -7.7 -1.7 1.4
Benchmark returns # -2.0 -6.3 3.5 10.5 2.4 13.2 13.1
Difference of Fund returns and Benchmark returns -0.4 0.4 -1.2 -0.4 4.6 7.6 5.3
Franklin India Prima Plus Fund (D) 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 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) 7,724.86 (Sep-30-2016)
Minimum Investment Rs.5000
Last Dividend Rs.2.50 (Feb-26-2016) 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 (%)
Reliance Equity Oppor - IP (G) Not Ranked
8.92 -7.7 1.9 -0.3 17.3 17.8
Reliance Equity Oppor - RP (G) Rank 4
9,797.45 -7.7 1.8 -0.5 17.1 17.5
ICICI Pru Value Discovery Fund (G) Rank 1
12,449.59 -5.5 3.9 9.4 25.8 23.5
ICICI Pru Value Discovery - DP (G) Not Ranked
1,594.69 -5.2 4.6 10.8 27.1 --
HDFC Equity Fund (G) Rank 5
12,745.58 -4.0 8.4 13.7 17.6 15.9
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 30, 16)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 689.77 7.36
ICICI Bank Banking/Finance 393.01 4.19
Bharti Airtel Telecom 376.54 4.02
Infosys Technology 341.44 3.64
IndusInd Bank Banking/Finance 326.00 3.48
Yes Bank Banking/Finance 299.33 3.19
Larsen Engineering 290.38 3.10
Kotak Mahindra Banking/Finance 249.30 2.66
M&M Automotive 225.17 2.40
HCL Tech Technology 225.06 2.40

Full Portfolio

Sector Allocation (Nov 30, 16)

Sector %

1-Year

HighLow

Banking/Finance 26.35 59.30 25.68
Automotive 11.87 22.96 11.59
Technology 9.33 17.62 8.74
Pharmaceuticals 8.42 15.64 8.04
Engineering 5.99 13.46 6.91
Telecom 5.62 9.58 4.45

View All Sectors

Asset Allocation (%)(Nov 30, 16)

Equity 92.92
Others 2.03
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 5.05

View All

Concentration

Holdings (%)
Top 5 22.69
Top 10 36.44
Sector (%)
Top 3 47.55

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