Insights of Franklin India Prima Fund

Mutual Fund

Franklin India Prima Fund is an open ended equity mid cap fund. It was launched on December 1, 1993. The investment objective of the fund is to invest mainly in mid sized companies with a primary objective to yield long to medium term capital generation and the secondary objective is to yield regular income.

Franklin India Prima Fund mainly focuses on the stocks of mid cap companies which has the potential to yield higher return than stable large cap companies.  You can invest in Franklin India Prima Fund sip mode with a minimum of Rs. 500 on a monthly basis. 

Franklin India Prima Fund Facts

  • Based on Franklin India Prima Fund review, this fund allocates 94.18% in equity stocks, out of which 69.19% in mid cap, 16.57% in large cap and 8.03% in small cap equity stocks. 
  • Franklin India Prima Fund invests in companies with high growth potential in the business life cycle.
  • Franklin India Prima Fund growth plan has been successful to deliver an annualized return of 25.54% over the past ten years.
  • In order to earn high return for a long term, you can opt for Franklin India Prima Fund regular growth scheme. 
  • Investors must invest for a good 5 or more years in this mutual fund scheme.

Top 5 Sectors of Franklin India Prima Fund

S.No. Holding Name Net Assets (in %)
1 Bank – Private 12.83
2 Miscellaneous 5.38
3 Bearings 4.69
4 Cement and Construction Materials 4.2
5 Finance – NBFC 3.98

(as on date- 05/04/2019)

Top 10 Holdings of Franklin India Prima Fund

S.No. Holding Name Net Assets (in %)
1 Call, Cash & Other Assets 5.38
2 HDFC Bank Ltd. 3.36
3 Kansai Nerolac Paints Ltd. 2.9
4 Ramco Cements Ltd. 2.84
5 City Union Bank Ltd. 2.74
6 Apollo Tyres Ltd. 2.61
7 Voltas Ltd. 2.6
8 Info Edge India Ltd. 2.59
9 Finolex Cables Ltd. 2.58
10 Kotak Mahindra Bank Ltd. 2.52

(as on date- 05/04/2019)

Details of Franklin India Prima Fund

Date of Inception- 1st December 1993
Fund Manager- Mr. Janakiraman Rengaraju, Mr. Srikesh Karunakaran Nair and Mr. Hari Shyamsunder
Benchmark- Nifty 50, Nifty Midcap 150
Riskometer- Moderately High
Return Since Launch- 20.12%
AUM- Rs. 6491.17 crore (as on 28th Feb, 2019)

Following table depicts the performance of Franklin India Prima Fund-

  1-Year 3-Year 5-Year 10-Year
Fund -1.32 14.41 19.49 23.65
S&P BSE 150 MidCap TRI -6.82 15.23 19.48 20.41
Category -4.72 13.65 18.50 22.13
Rank within Category 5 10 7 3
Number of funds in category 23 20 20 16
As on Apr 05, 2019

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