- Mutual Funds
- Franklin Templeton Mutual Funds
- Franklin India Prima Fund (RIDCW-A)
Formerly Franklin India Prima DR
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 Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 88.9711
NAV (Apr 18)
Fund Returns
Last 1Y | 35.5% |
Last 3Y | 14.1% |
Last 5Y | 13.2% |
Last 10Y | 16.2% |
Since Inception | 18.6% |
6 Month CAGR | 19.9% |
Scheme Information
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 | INF090I01734 |
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 |
Returns Calculator Comparison
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for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Franklin India Prima Fund (RIDCW-A) | 10,15,590 | 2,82,978 | 13.2% | |
| 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.
Asset allocation and Holdings
Top Stock Holdings
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%Allocation by Sector
financial services
21.4%consumer cyclical
17.7%industrials
16.3%basic materials
13.1%healthcare
8.5%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 41,281 cr | ||
₹ 60,559 cr |
About the AMC
Franklin Templeton Asst Mgmt(IND)Pvt Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
27.5% | 16.8% | ||
22.5% | 18.2% | ||
21.9% | 14.3% | ||
22.5% | 21.3% | ||
25.5% | 15.2% |
Franklin India Prima Fund (RIDCW-A) Review
Franklin India Prima Fund (RIDCW-A) is a Mid Cap Equity fund and has delivered an annualised return of 18.6% over a period of 30 years. The fund was previously known as Franklin India Prima DR. 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 (RIDCW-A) as of 4/18/2024 is ₹88.97 with the total AUM as of 4/19/2024 is ₹10108.061. With Scripbox you can compare and check the latest nav for all mutual funds in India. Franklin India Prima Fund (RIDCW-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 (RIDCW-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 (RIDCW-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 (RIDCW-A) is rated as a 1 fund in Equity and delivered 35.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Franklin India Prima Fund (RIDCW-A).
Frequently Asked Questions
What is Franklin India Prima Fund (RIDCW-A)?
How to invest in Franklin India Prima Fund (RIDCW-A)?
You can invest in Franklin India Prima Fund (RIDCW-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 (RIDCW-A)?
The minimum sip amount for Franklin India Prima Fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Franklin India Prima Fund (RIDCW-A) good to invest in?
As per Scripbox experts, Franklin India Prima Fund (RIDCW-A) is a Not Recommended fund. You can investFranklin India Prima Fund (RIDCW-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 (RIDCW-A)?
The expense ratio of the Franklin India Prima Fund (RIDCW-A) is 1.8% for regular plan.