fincash logo SOLUTIONS
EXPLORE FUNDS
CALCULATORS
LOG IN
SIGN UP

Fincash » Mutual Funds » Franklin India Prima Fund

Franklin India Prima Fund - G

NAV  ₹2,508.98 ↓ -9.08  (-0.36 %) as on 28 Mar 25

Scheme 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.

Franklin India Prima Fund is a Equity - Mid Cap fund launched on 1 Dec 93. It is a fund with Moderately High risk and has given a CAGR return of 19.3% since its launch.  Ranked 29 in Mid Cap category.  Return for 2024 was 31.8% , 2023 was 36.8% and 2022 was 2.2% .

Below is the key information for Franklin India Prima Fund

NAV as on 28 Mar 25₹2,508.98 ↓ -9.08  (-0.36 %)
Net Assets (AUM) as on 28 Feb 2025 ₹10,594 Cr.
Launch Date1 Dec 1993
CategoryEquity - Mid Cap
Rating
TypeOpen Ended Fund
RiskModerately High
AMCFranklin Templeton Asst Mgmt(IND)Pvt Ltd
Alpha Ratio6.7
Expense Ratio1.8 %
Sharpe Ratio0.091
Information Ratio-0.21
BenchmarkNot Available
Min Investment ₹5,000
Min SIP Investment ₹500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Returns

Annual Compounded Returns

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Mar 25

DurationReturns
1 Month 7.9%
3 Month -8.9%
6 Month -11.8%
1 Year 16.1%
3 Year 21.6%
5 Year 29.4%
10 Year
15 Year
Since launch 19.3%

Historical Annual Returns

Historical performance (Yearly) on absolute basis

YearReturns
2024 31.8%
2023 36.8%
2022 2.2%
2021 32.6%
2020 17.8%
2019 3.5%
2018 -9.4%
2017 39.7%
2016 8.5%

Growth of 10k Over Years

DateValue
29 Feb 20₹10,000
28 Feb 21₹13,255
28 Feb 22₹14,788
28 Feb 23₹15,760
29 Feb 24₹23,012
28 Feb 25₹24,630

Asset Allocation

Asset ClassValue
Cash2.83%
Equity97.17%

Sector Allocation

SectorValue
Financial Services20.15%
Consumer Cyclical15.67%
Basic Materials14.43%
Industrials13.27%
Health Care10.25%
Technology8.72%
Real Estate5.96%
Consumer Defensive4.24%
Communication Services2.63%
Utility1.14%
Energy0.69%

Top Securities Holdings / Portfolio

Holdings/Securities

NameGlobal IndustryHoldingValueQuantity
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK
Banks - Regional4%₹411 Cr21,939,752
↓ -1,500,000
Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 21 | PERSISTENT
Information Technology Services2%₹265 Cr439,990
↓ -25,000
Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 526299
Information Technology Services2%₹258 Cr901,105
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Jan 21 | DEEPAKNTR
Chemicals2%₹256 Cr1,100,123
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Apr 23 | DIXON
Consumer Electronics2%₹246 Cr164,000
Coromandel International Ltd (Basic Materials)
Equity, Since 31 May 11 | 506395
Agricultural Inputs2%₹237 Cr1,311,228
↓ -150,000
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Nov 20 | 524494
Drug Manufacturers - Specialty & Generic2%₹237 Cr1,641,580
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 28 Feb 22 | MAXHEALTH
Medical Care Facilities2%₹229 Cr2,153,205
PB Fintech Ltd (Financial Services)
Equity, Since 31 Mar 22 | 543390
Insurance Brokers2%₹225 Cr1,300,578
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jan 22 | PRESTIGE
Real Estate - Diversified2%₹222 Cr1,631,918
1 - 10 of 84
Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

Fund Managers

NameSinceTenure
R. Janakiraman1 Feb 1114.09 Yr.
Sandeep Manam18 Oct 213.37 Yr.
Akhil Kalluri7 Feb 223.06 Yr.

Custodians

CompanyAddress
The Hongkong and Shanghai Bankg Corp Ltd37, Chilpae-ro, Jung-gu

Registrar & Transfer Agent

Computer Age Management Services Ltd
AddressNew No.10, Old No.178,,Kodambakkam High Road,,Opp. Hotel Palmgrove,,Nungambakkam
FAX91-44-28283610
Emailenq_L@camsonline.com

Administrator Companies

CompanyAddress
Franklin Templeton Asst Mgmt(IND)Pvt LtdOne International Centre, Tower 2, 12th and 13th Floor,Senapati Bapat Marg, Elphinstone Road (West), Mumbai

Auditors

CompanyAddress
BSR & Co. LLPBSR & Co. LLP

All Plan & Options

Fund and PlanNAV6 Month1 Year3 Year5 Year
Franklin India Prima Fund
Growth
₹2,508.98
↓ -9.08
-11.84 %16.06 %21.56 %29.45 %
Franklin India Prima Fund
Normal Dividend, Payout
₹92.7569
↓ -0.34
-11.84 %15.41 %20.74 %28.53 %
Franklin India Prima Fund
Normal Dividend, Reinvestment
₹92.7569
↓ -0.34
-11.84 %15.41 %20.74 %28.53 %
Data as on 28 Mar 25

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data.