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  • Franklin Templeton Mutual Funds
  • Franklin India Prima Fund (RIDCW-A)

Formerly Franklin India Prima DR

Franklin Templeton Mutual Funds

Franklin India Prima Fund (RIDCW-A)

EquityMid Cap

73.9424

NAV (Oct 03)

10.8%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in mid cap mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Good

The performance of the fund on a Fund Size metric has been Good

Outperformance Consistency

Poor

The performance of the fund on a Outperformance Consistency metric has been Poor

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

73.9424

NAV (Oct 3)

Fund Returns

Last 1Y
13.3%
Last 3Y
18.4%
Last 5Y
10.8%
Last 10Y
17.2%
Since Inception
18.3%
6 Month CAGR
16.1%

Scheme Information

Investment 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.

Expense Ratio
1.78
Launched (30y ago)
Dec 01, 1993
AUM in Crores
8744.780
ISIN
INF090I01734
Lock-in
No Lock-in
Benchmark
IISL Nifty Midcap 150 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
17.9
Standard Deviation (5yr)
22.2
Beta (3yr)
0.98
Beta (5yr)
0.94
Sharpe Ratio (3yr)
0.769
Sharpe Ratio (5yr)
0.352
YTM
0
Fund Managers

R. Janakiraman

Fund Manager

Sandeep Manam

Fund Manager

Akhil Kalluri

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Franklin India Prima Fund (RIDCW-A)70%9,54,750 2,22,13810.8%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2023-10-03

Top Stock Holdings

See all holdings

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset Tax Saver Fund (G)
Mirae Asset Tax Saver Fund (G)

₹ 17,630 cr

₹ 11,197 cr

₹ 11,862 cr

₹ 10,089 cr

₹ 9,392 cr

About the AMC

Franklin Templeton Asst Mgmt(IND)Pvt Ltd

Franklin Templeton Asst Mgmt(IND)Pvt Ltd manages assets worth 78,001 crores and was set up on 6 October 1995. It's current offering of mutual fund schemes includes 39 equity,183 debt and 27 hybrid funds.amc-img
022-67519100
services@franklintempleton.com
Fund NameScripbox Opinion
Till Date CAGR

2.8%

14.7%

2.8%

14.7%

2.8%

14.7%

36.5%

16.4%

29.5%

14.1%

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 18.3% over a period of 29 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 10/3/2023 is ₹73.94 with the total AUM as of 10/4/2023 is ₹8744.78. 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 IISL Nifty Midcap 150 TR INR.

Franklin India Prima Fund (RIDCW-A) is rated as a 1 fund in Equity and delivered 13.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Franklin India Prima Fund (RIDCW-A).

Frequently Asked Questions

What is Franklin India Prima Fund (RIDCW-A)?

Franklin India Prima Fund (RIDCW-A) is a Mid Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

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 1.78% for regular plan.