Franklin India PRIMA FUND (Equity, Mid Cap)

905.54
20.91%
3
Capital Appreciation
Long Term Horizon
Moderately High
2.39%
23 yrs 9 months 01 Dec 1993
₹ 5979.91 Cr 17 Aug 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

Tenure Returns (CAGR)
YTD
23.61
1 Month
0.31
3 Month
0.22
1 YR
17.11
2 YR
14.71
3 YR
21.47
Tenure Returns (CAGR)
1 YR
20.23
2 YR
21.55
3 YR
18.01
5 YR
25.3
10 YR
21.29

Portfolio

Company Name % Assets
Yes Bank Ltd. 4.58
Finolex Cables Ltd. 3.18
Equitas Holdings Ltd. 3.15
HDFC Bank Ltd. 2.92
Apollo Tyres Ltd. 2.36
Gujarat State Petronet Ltd. 2.34
Voltas Ltd. 2.26
Cadila Healthcare Ltd. 2.24
CESC Ltd. 2.17
Schaeffler India Ltd. 2.09

Top Sectoral Holdings

Sector Name % Assets
Financial 24.89
Engineering 11.77
Services 10.81
Automobile 8.01
Construction 6.08
Chemicals 5.58
Energy 5.42
Cons Durable 4.95
Healthcare 4.88
Technology 4.41

Indicators

Portfolio turnover ratio 20.49
Standard Deviation 13.87%
Beta 0.95%
Sharpe Ratio 1.2

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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