Franklin India PRIMA FUND (Equity, Mid Cap)

955.65
20.94%
3
Capital Appreciation
Long Term Horizon
Moderately High
2.31%
23 yrs 12 months01 Dec 1993
₹ 6298.4 Cr17 Nov 2017

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Minimum Investment

  • ₹ 5000.00 for Lumpsum

Exit Load

w.e.f 24/08/2009 Entry Load - NIL; Exit Load: 1% if redeemed/switched-out within 1 year from the date of allotment: For SIP/STP, basis registration date

Investment Objective

An open-end growth scheme with an objective to provide medium to long term capital appreciation as a primary objective and income as a secondary objective.

Scheme Documents

TenureReturns (CAGR)
YTD
30.45
1 Month
1.43
3 Month
6.15
1 YR
30.68
2 YR
20.92
3 YR
16.90
TenureReturns (CAGR)
1 YR
24.19
2 YR
22.77
3 YR
18.75
5 YR
25.04
10 YR
21.87

Portfolio

Company Name% Assets
Finolex Cables Ltd.3.98
Yes Bank Ltd.3.23
HDFC Bank Ltd.2.81
Equitas Holdings Ltd.2.63
Voltas Ltd.2.41
Wabco India Ltd.2.28
SKF India Ltd.2.22
Kotak Mahindra Bank Ltd.2.2
CESC Ltd.2.18
Schaeffler India Ltd.2.18

Top Sectoral Holdings

Sector Name% Assets
Financial20.83
Engineering13.12
Services9.58
Construction9.35
Automobile8.66
Chemicals6.18
Cons Durable5.78
Energy5.54
Healthcare5.19
Technology4.12

Indicators

Portfolio turnover ratio23.2
Standard Deviation13.76%
Beta0.92%
Sharpe Ratio0.98

R Janakiraman,Srikesh Nair,Hari Shyamsunder

Mr. Janakiraman is a B.E and PGDM (Business Management).Mr. Nair is a B.S. Marine Engineering from BITS Pilani and holds a Post Graduate Diploma in Management from Management Development Institute, Gurgaon.Mr. Shyamsunder is a Bachelor in Engineering (Mechanical) from NIT, Tiruchirapalli and holds a PGDM from IIM-B. He is also a Chartered Financial Analyst from CFA Institute.
Prior to joining Franklin Templeton Investments, he has worked with Indian Syntans Inv. Pvt. Ltd., Citicorp Information Tech Ltd. and UTI Securities Exchange Ltd.Prior to joining Franklin Templeton Asset Management (India) Pvt. Ltd. he has worked with Goldman Sachs Services Private Limited (Apr 2011 - May 2015) as an Analyst and Teekay Shipping (Oct 2007 - Apr 2008 ) as a Trainee Marine EngineerPrior to joining Franklin Templeton Mutual Fund he worked with BG India Pvt. Ltd. as Business Analyst (2005-2009).

Other Funds Managed by R Janakiraman,Srikesh Nair,Hari Shyamsunder

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