Franklin India PRIMA PLUS (Equity, Multi Cap)

554.82
19.17%
3
Capital Appreciation
Long Term Horizon
Moderately High
2.26%
22 yrs 11 months 29 Sep 1994
₹ 11561.16 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

The scheme aims to provide growth of capital and regular dividend from a portfolio of equity, debt and money market instruments and focusing on wealth creating companies across all sectors and market cap ranges.

Scheme Documents

Tenure Returns (CAGR)
YTD
21.25
1 Month
0.03
3 Month
3.07
1 YR
15.21
2 YR
9.61
3 YR
16.69
Tenure Returns (CAGR)
1 YR
20.32
2 YR
17.55
3 YR
13.99
5 YR
19.1
10 YR
16.58

Portfolio

Company Name % Assets
HDFC Bank Ltd. 8.95
ICICI Bank Ltd. 4.63
Yes Bank Ltd. 4.54
Infosys Ltd. 3.82
Bharti Airtel Ltd. 3.7
Larsen & Toubro Ltd. 3.59
Indusind Bank Ltd. 3.13
Kotak Mahindra Bank Ltd. 3
Mahindra & Mahindra Ltd. 2.85
State Bank of India 2.84

Top Sectoral Holdings

Sector Name % Assets
Financial 32.35
Automobile 9.46
Healthcare 8.92
Technology 7.43
Services 6.65
FMCG 6.61
Construction 6.26
Engineering 4.48
Communication 4.16
Energy 3.16

Indicators

Portfolio turnover ratio 29.42
Standard Deviation 12.68%
Beta 0.89%
Sharpe Ratio 1

Anand Radhakrishnan,R Janakiraman

Mr. Radhakrishnan is a B.Tech, CFA and PGDM from IIM Ahmedabad.Mr. Janakiraman is a B.E and PGDM (Business Management).
Prior to joining Franklin Templeton Investments, he has worked with Sundaram Asset Management Ltd., SBI Funds Management and Asian Convertible and Income Fund.Prior to joining Franklin Templeton Investments, he has worked with Indian Syntans Inv. Pvt. Ltd., Citicorp Information Tech Ltd. and UTI Securities Exchange Ltd.
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