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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
Expense Ratio	1.12%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 8,481
AMC AUM (in Crs.)	₹ 1,18,912
Min Addition Subscription	₹ 1,000

Benchmark Type

S&P BSE 500 India TR INR

Exit Load

Exit load of 1.0%, if redeemed between (0-1) years. No Exit load, if redeemed after 1 years.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Motilal Oswal Multicap 35 Fund - Direct Plan	1000	1000	0.72%
Aditya Birla Sun Life Equity Fund - Direct Plan	1000	1000	0.77%
L&T India Value Fund - Direct Plan	1000	1000	-2.47%
Mirae Asset Large Cap Fund - Direct Plan	1000	1000	4.57%
Kotak Standard Multicap Fund - Direct Plan	1000	1000	3.42%
HDFC Equity Fund - Direct Plan	1000	1000	-1.33%
Aditya Birla Sun Life Equity Fund - Direct Plan	1000	1000	0.77%
Parag Parikh Long Term Equity Fund - Direct Plan	1000	1000	11.49%
Kotak Standard Multicap Fund - Direct Plan	1000	1000	3.42%

Top 10 Holdings

Company	Holding Type	Asset(%)
HDFC Bank Ltd	Equity	8
Bharti Airtel Ltd	Equity	7
Infosys Ltd	Equity	7
ICICI Bank Ltd	Equity	5
Axis Bank Ltd	Equity	4
Call, Cash & Other Assets	Other Assets And Liabilities	4
Larsen & Toubro Ltd	Equity	4
HCL Technologies Ltd	Equity	4
Mahindra & Mahindra Ltd	Equity	3
State Bank of India	Equity	3

Asset Allocation(%)

Asset	Percent
Equity	96
Other Assets And Liabilities	4
Equity - Warrants Rights (Call)	0

Sector Allocation(%)

Sector	Percent
Financial Services	27
Technology	12
Consumer Cyclical	11
Industrials	9
Consumer Defensive	9

Fund Manager

Anand Radhakrishnan

13+ years of experience

R. Janakiraman

9+ years of experience

Pyari Menon

0+ years of experience

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.

service@templeton.com

Phone

1800 425 4255

Address

Franklin Templeton Asset Management (India) Private Limited,Indiabulls Finance Centre; Tower 2, 12th and 13th Floor,Senapati Bapat Marg;,Elphinstone Road (W), Mumbai - 400 013

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m