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Franklin India PRIMA FUND - Growth

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Fund info
NAV (as on 2025-07-18)
2,806.54 -0.53%
AUM (Fund Size)
N/A
Expense Ratio
N/A
Exit load
1% if redeemed/switched-out within one year of allotment
Risk
N/A
AMC
Franklin Templeton Mutual Fund
View AMC Details

SIP Returns

Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2025-07-11 ₹1,000.00 ₹1,006.80
0.68 %
Two Week 2025-07-03 ₹1,000.00 ₹995.89
-0.41 %
One Month 2025-06-18 ₹1,000.00 ₹1,031.86
3.19 %
Three Months 2025-04-21 ₹3,000.00 ₹3,164.16
5.47 %
Six Months 2025-01-20 ₹6,000.00 ₹6,536.43
8.94 %
One Year 2024-07-18 ₹12,000.00 ₹12,769.57
6.41 %
Three Year 2022-07-19 ₹36,000.00 ₹51,608.91
43.36 %
Five Year 2020-07-20 ₹60,000.00 ₹105,791.31
76.32 %
Ten Year 2015-07-21 ₹120,000.00 ₹311,209.43
159.34 %
Since Inception 2000-01-03 ₹311,000.00 ₹7,824,653.68
2,415.97 %

Return Calculator

SIP Amount
1M
6M
1Y
3Y
5Y
Investment
₹0
Maturity Value
₹0
Abs. Returns
0
Current CAGR
0

Portfolio

Allocation of Equity and Debt Asset Classes.

Equity N/A
Debt N/A
Others N/A

Sectors Holding in Franklin India PRIMA FUND - Growth

Healthcare Services
1%
Industrial Manufacturing
0%
Industrial Products
3%
Insurance
2%
IT - Software
5%
Leisure Services
1%
Personal Products
2%
Petroleum Products
0%
Pharmaceuticals & Biotechnology
4%
Realty
4%
Retailing
2%
Telecom - Services
2%
Textiles & Apparels
1%
Transport Services
0%
Unlisted
0%

Companies Holding in Franklin India PRIMA FUND - Growth

Indraprastha Gas Ltd
0.58%
Max Healthcare Institute Ltd
1.58%
Aster DM Healthcare Ltd
0.87%
Praj Industries Ltd
0.42%
Cummins India Ltd
2.44%
SKF India Ltd
1.17%
Timken India Ltd
0.85%
APL Apollo Tubes Ltd
0.79%
Max Financial Services Ltd
1.52%
ICICI Lombard General Insurance Co Ltd
1%
Mphasis Ltd
2.48%
Persistent Systems Ltd
2.08%
Coforge Ltd
1.4%
Indian Hotels Co Ltd
1.26%
Jubilant Foodworks Ltd
0.88%
Devyani International Ltd
0.75%
Emami Ltd
2.3%
Hindustan Petroleum Corporation Ltd
0.7%
IPCA Laboratories Ltd
1.56%
Alkem Laboratories Ltd
1.27%
Abbott India Ltd
1.18%
Ajanta Pharma Ltd
1.12%
Laurus Labs Ltd
0.9%
Lupin Ltd
0.46%
Prestige Estates Projects Ltd
2.37%
Oberoi Realty Ltd
1.63%
Phoenix Mills Ltd
1.63%
Trent Ltd
2.12%
Indus Towers Ltd
1.64%
Bharti Hexacom Ltd
1.31%
Page Industries Ltd
1.3%
K.P.R. Mill Ltd
0.42%
Container Corporation Of India Ltd
0.51%
Numero Uno International Ltd
0%

Risk Ratios

Std. Deviation 4.18
Beta 0.89
Sharpe Ratio 1.19
Lock In Period N/A
Residual Maturity N/A

Standard Deviation:

Standard deviation numbers measure the variability or volatility of a fund's returns over a specific time period (often 3 years).
  • Low standard deviation = Stable, predictable returns → Suitable for conservative investors seeking stability.
  • High standard deviation = High volatility, more risk → Be cautious, suitable for risk-tolerant investors who can handle fluctuations.

Beta:

Beta measures a fund's volatility about the market or a benchmark. A lower beta means the fund's performance is less sensitive to market movements, making it more predictable compared to the market.
  • Low beta = Less sensitive to market changes → Great for investors with less market exposure.
  • High beta = More sensitive to market changes → Better for aggressive investors who seek higher returns but can handle market risks.

Sharpe Ratio:

The Sharpe Ratio measures how much return a fund has made compared to the risk it carries. A higher Sharpe ratio indicates better returns relative to the risk taken, meaning the fund delivers more efficiently.
  • A higher Sharpe ratio indicates better risk-adjusted returns → Look for funds with higher ratios for better return efficiency.
  • Use it to compare different funds' efficiency in generating returns relative to the risk taken.

Lock-In Period:

India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.

Lock-in times for various investment types

  • Most ELSS mutual fund holders hold for 3 years.
  • Tax savings FDs lock in for 5 years.
  • The lock-in period for 8% Government of India bond investment is 6 years.
  • ULIPs must be locked in for 5 years.
  • The average hedge fund holding period is 30-90 days.
  • The average PPF investor holds onto their money for 15 years.

Residual Maturity:

Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.

There are two different types of residual maturity.

  • Short-term residual maturity: This occurs when a security has less than a year left on its maturity.
  • Long-term residual maturity: This occurs when a security has more than a year left on its remaining maturity.

Scheme Details

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio Regular
N/A
Expense Ratio Direct
N/A
Lock-in Period
N/A
Fund Age
N/A
Benchmark
N/A
Fund managers
R Janakiraman
Experience
Akhil Kalluri
Experience
Sandeep Manam
Experience

Exit load

1% if redeemed/switched-out within one year of allotment

FAQs

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