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Franklin India Prima Plus Fund (D)

PLAN: Regular OPTIONS: Dividend
36.357 0.57 (1.58%)

NAV as on 27 Aug, 2015

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 Nov 1999) 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 27 Aug, 2015)

Period Returns (%) Rank #
1 mth -2.6 64
3 mth -0.4 70
6 mth -3.2 59
1 year 13.1 25
2 year 31.5 43
3 year 15.0 11
5 year 4.5 11

# Moneycontrol Rank within 268 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 -1.1 -1.3 - - -
2014 -0.3 17.7 10.2 11.4 -
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
2010 -16.6 0.2 16.0 -3.4 -4.6

View where it stands within its peers

* Returns over 1 year are Annualised

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 -2.6 -0.4 -3.2 13.1 31.5 15.0 4.5
Category avg -3.5 -1.8 -5.4 9.3 24.0 13.7 6.7
Difference of Fund returns and Category returns 0.9 1.4 2.2 3.8 7.5 1.3 -2.2
Best of category 7.5 8.5 8.0 41.0 54.0 42.3 22.3
Worst of category -16.0 -17.7 -26.6 -20.5 5.1 3.9 -3.2
Benchmark returns # -4.3 -3.3 -7.7 4.8 28.0 16.6 7.9
Difference of Fund returns and Benchmark returns 1.7 2.9 4.5 8.3 3.5 -1.6 -3.4
Franklin India Prima Plus Fund (D) Review by Crisil - Rating: 4 (Rank 2 out of 5)
# Benchmark Index: CNX 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 CNX 500
Asset Size (Rs cr) 3,884.11 (Jun-30-2015)
Minimum Investment Rs.5000
Last Dividend Rs.2.50 (Feb-13-2015) 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 -Direct (G) Not Ranked
868.10 -1.2 -6.2 16.8 -- --
HDFC Equity Fund (G) Rank 4
15,438.31 -2.6 -8.2 2.6 21.4 10.4
Reliance Equity Oppor - IP (G) Not Ranked
8.79 -1.3 -6.4 16.2 24.8 --
ICICI Pru Value Discovery - DP (G) Not Ranked
730.48 -0.5 -3.8 17.4 -- --
ICICI Pru Value Discovery Fund (G) Rank 1
8,686.06 -0.7 -4.3 16.3 31.1 18.6
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 31, 15)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 347.39 6.87
Infosys Technology 238.03 4.71
ICICI Bank Banking/Finance 211.68 4.18
Bharti Airtel Telecom 194.74 3.85
IndusInd Bank Banking/Finance 185.76 3.67
Dr Reddys Labs Pharmaceuticals 156.93 3.10
Yes Bank Banking/Finance 149.21 2.95
Torrent Pharma Pharmaceuticals 122.54 2.42
Kotak Mahindra Banking/Finance 117.52 2.32
Axis Bank Banking/Finance 109.54 2.17

Full Portfolio

Sector Allocation (Jul 31, 15)

Sector %

1-Year

HighLow

Banking/Finance 25.63 27.95 25.54
Automotive 12.37 12.86 11.09
Pharmaceuticals 9.55 10.30 7.73
Technology 8.17 8.54 7.27
Engineering 6.55 8.74 6.55
Telecom 4.55 6.34 4.14

View All Sectors

Asset Allocation (%)(Jul 31, 15)

Equity 88.88
Others 2.08
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 9.02

View All

Concentration

Holdings (%)
Top 5 23.28
Top 10 36.24
Sector (%)
Top 3 47.55

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