Franklin India Prima Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Mid Cap
Benchmark Type
Nifty 500 Index
Scheme AUM (in Crs.)
₹ 6335.84
Expense Ratio
1.11%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 110400
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
953.0862
(0.32 %)
NAV as on 2018-11-14
Returns
Fund
Franklin India Prima Fund - Direct Plan
1 Year
-4.2%
3 Year
12.16%
5 Year
23.36%
AMC Details
amc launch date
Launch Date
19 Feb 1996
amc sponsor
Sponsor
NA
amc email
Email
services@franklintempleton.com
amc phone
Phone
022 - 67519100
amc address
Address
Indiabulls Finance Centre, Tower 2, 12th and 13th Floor, Senapati Bapat Marg, Elphinstone Road West, Mumbai 400013
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 1% if redeemed within 1 year
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
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.
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.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,927
Portfolio Value
-73
Total Returns