Formerly Franklin India Prima DP
Mid cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 89.5973
NAV (Apr 23)
Last 1Y | 37.3% |
Last 3Y | 15% |
Last 5Y | 13.8% |
Last 10Y | 16.1% |
Since Inception | 18.7% |
6 Month CAGR | 24.4% |
The investment objective of Prima Fund is to provide medium to longterm capital appreciation as a primary objective and income as a secondary objective.
Expense Ratio | 1.8 |
Launched (31y ago) | Dec 01, 1993 |
AUM in Crores | 10108.061 |
ISIN | INF090I01726 |
Lock-in | No Lock-in |
Benchmark | Nifty Midcap 150 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 16.1 |
Standard Deviation (5yr) | 22.4 |
Beta (3yr) | 0.95 |
Beta (5yr) | 0.94 |
Sharpe Ratio (3yr) | 0.487 |
Sharpe Ratio (5yr) | 0.418 |
YTM | 0 |
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with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Franklin India Prima Fund of (PIDCW-A) | 10,31,566 | 2,98,954 | 13.8% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
the federal bank ltd
3.5%call,cash & other assets
2.7%trent ltd
2.7%bharat electronics ltd
2.7%rec ltd
2.6%financial services
21.4%consumer cyclical
17.7%industrials
16.3%basic materials
13.1%healthcare
8.5%Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
28.9% | 16.8% | ||
23.9% | 18.3% | ||
23.1% | 14.4% | ||
23.8% | 21.4% | ||
25.8% | 15.2% |
Franklin India Prima Fund of (PIDCW-A) is a Mid Cap Equity fund and has delivered an annualised return of 18.7% over a period of 30 years. The fund was previously known as Franklin India Prima DP. The fund is managed by Franklin Templeton Asst Mgmt(IND)Pvt Ltd. The fund managers are Akhil Kalluri, R. Janakiraman, Sandeep Manam.
Nav of Franklin India Prima Fund of (PIDCW-A) as of 4/23/2024 is ₹89.60 with the total AUM as of 4/24/2024 is ₹10108.061. With Scripbox you can compare and check the latest nav for all mutual funds in India. Franklin India Prima Fund of (PIDCW-A) was launched on Dec 01, 1993. The category risk of the fund is Very High Risk.
The minimum SIP amount for Franklin India Prima Fund of (PIDCW-A) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Franklin India Prima Fund of (PIDCW-A) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty Midcap 150 TR INR.
Franklin India Prima Fund of (PIDCW-A) is rated as a 1 fund in Equity and delivered 37.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Franklin India Prima Fund of (PIDCW-A).
What is Franklin India Prima Fund of (PIDCW-A)?
How to invest in Franklin India Prima Fund of (PIDCW-A)?
You can invest in Franklin India Prima Fund of (PIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Franklin India Prima Fund of (PIDCW-A)?
The minimum sip amount for Franklin India Prima Fund of (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Franklin India Prima Fund of (PIDCW-A) good to invest in?
As per Scripbox experts, Franklin India Prima Fund of (PIDCW-A) is a Not Recommended fund. You can investFranklin India Prima Fund of (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Franklin India Prima Fund of (PIDCW-A)?
The expense ratio of the Franklin India Prima Fund of (PIDCW-A) is 1.8% for regular plan.