Franklin India Equity Fund - Direct Plan
The investment objective of Prima Plus is to provide growth of capital plus regular dividend through a diversified portfolio of equities, fixed income securities and money market instruments.
Suitability
This product is suitable for investors who are seeking• Long term capital appreciation• Primarily a large cap fund with some allocation to small / mid cap stocks
Fund Info
| Scheme Class | Equity |
| Scheme Category | Multi-Cap |
| Benchmark Type | S&P BSE 500 India TR INR |
| Expense Ratio | 0.95% |
| Min subscription | ₹ 5,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 11,459 |
| AMC AUM (in Crs.) | ₹ 1,18,912 |
| Min Addition Subscription | ₹ 1,000 |
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 11.95% | |
| 1000 | 1000 | 11.72% | |
| 1000 | 1000 | 9.29% | |
| 1000 | 1000 | 15.84% | |
| 1000 | 1000 | 14.8% | |
| 1000 | 1000 | 11.43% | |
| 1000 | 1000 | 11.72% | |
| 1000 | 1000 | 14.91% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| HDFC Bank Ltd | Equity | 8 |
| Call, Cash & Other Assets | Other Assets And Liabilities | 6 |
| Bharti Airtel Ltd | Equity | 6 |
| ICICI Bank Ltd | Equity | 6 |
| Infosys Ltd | Equity | 6 |
| Axis Bank Ltd | Equity | 4 |
| Larsen & Toubro Ltd | Equity | 3 |
| Mahindra & Mahindra Ltd | Equity | 3 |
| HCL Technologies Ltd | Equity | 3 |
| Kotak Mahindra Bank Ltd | Equity | 3 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 94 |
| Other Assets And Liabilities | 6 |
| Alternatives - Private Equity | 0 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Financial Services | 28 |
| Consumer Cyclical | 13 |
| Technology | 10 |
| Consumer Defensive | 8 |
| Industrials | 8 |
Franklin Templeton Mutual Fund
AUM₹1,18,912 Cr
About
The firm specializes in conservatively managed mutual funds. It offers products under the Franklin, Templeton, Mutual Series and Fiduciary brand names. Like other large investment companies, the firm offers a wide variety of funds but is traditionally best known for bond funds under the Franklin brand, international funds under the Templeton brand, and value funds under the Mutual Series brand.##With more than 600 investment professionals in 28 countries around the world, Franklin Templeton is uniquely positioned to look beyond the largest or most visible securities in each market to spot smart global investments that meet their rigorous investment criteria.##Franklin Templeton association with India dates back to over 2 decades as an investor. As part of the group major thrust on investing in markets around the world, the India office was set up in 1996 as Templeton Asset Management India Pvt. Limited.
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Investment DurationYears6Months0
Investment Amount₹ 10000
Return Amount₹ 4185
Return Rate6 %
Duration6y 0m