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Franklin India Prima Fund - Direct Plan

The Franklin India Prima Fund is an actively managed, open-ended equity mutual fund that seeks to provide its investors with long-term capital appreciation through investments in predominantly equity and equity related instruments of mid-cap companies. The fund was launched in December 1993. The fund seeks to invest in mid-cap stocks as companies in this segment have a high potential for growth. The ideal investment horizon for this fund is 5 years or more. As this fund has a large exposure to equity in the highly volatile mid-cap segment of the market it is prone to frequent market fluctuations. Investors in the Franklin India Prima Fund should expect heavy fluctuations and should have a high capacity for risk.

Fund Info

Scheme Class	Equity
Scheme Category	Mid-Cap
Expense Ratio	0.94%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 12,529
AMC AUM (in Crs.)	₹ 1,18,912
Min Addition Subscription	₹ 1,000

Benchmark Type

S&P BSE Midcap 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
HDFC Mid-Cap Opportunities Fund - Direct Plan	1000	1000	25.59%
HSBC Midcap Fund - Direct Plan	1000	1000	20.03%
HDFC Mid-Cap Opportunities Fund - Direct Plan	1000	1000	25.59%
Axis Midcap Fund - Direct Plan	100	100	17.8%
Kotak Emerging Equity Scheme - Direct Plan	1000	1000	19.93%
DSP Midcap Fund - Direct Plan	500	1000	16.96%

Portfolio Info

The Franklin India Prima Fund invests predominantly in the mid-cap segment of the financial market. The fund maintains a highly diversified portfolio across market sectors. Presently, the fund invests heavily in the Finance, Engineering, Chemicals and Energy sectors of the Indian economy. The fund invests nominally in debt and other money market instruments to improve the liquidity of the fund.

Top 10 Holdings

Company	Holding Type	Asset(%)
The Federal Bank Ltd	Equity	4
Call, Cash & Other Assets	Cash - Collateral	3
Deepak Nitrite Ltd	Equity	3
Mphasis Ltd	Equity	2
Cummins India Ltd	Equity	2
Prestige Estates Projects Ltd	Equity	2
Crompton Greaves Consumer Electricals Ltd	Equity	2
Emami Ltd	Equity	2
Trent Ltd	Equity	2
Persistent Systems Ltd	Equity	2

Asset Allocation(%)

Asset	Percent
Equity	97
Cash - Collateral	3
Equity - Future	0

Sector Allocation(%)

Sector	Percent
Financial Services	20
Consumer Cyclical	16
Industrials	15
Basic Materials	13
Healthcare	9

Fund Manager

R. Janakiraman

13+ years of experience

Sandeep Manam

2+ years of experience

Akhil Kalluri

2+ years of experience

Objective

The investment objective of Prima Fund is to provide medium to longterm capital appreciation as a primary objective and income as a secondary objective.

Suitability

This product is suitable for investors who are seeking

• Long term capital appreciation.

• A fund that invests in mid and small cap stocks.

Fund Analysis

The fund unlike its peers invests largely in midcaps (around 75-80%) with the rest in large caps. R. Janikaraman has been managing the fund since 2011 who very well knows about the volatility the portfolio might face when it covers the midcap section. Franklin as an AMC has been known to have an investment mandate which takes into account the risk while generating returns and its performance reflects it. This might not have helped it to beat its peers in 2008 but was successful in doing so in 2011where it beat the benchmark and was in line with its peers.

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.

Phone

1800 425 4255

Address

Indiabulls Finance Centre; Tower 2, 12th and 13th Floor,Senapati Bapat Marg; Elphinstone Road (W) Mumbai 400013, - 400013

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m