Last NAV: 1458.7418

FRANKLIN INDIA PRIMA FUND   -   Growth

INVESTMENT OBJECTIVE : An open-end growth scheme with an objective to provide medium to long term capital appreciation as a primary objective and income as a secondary objective.

Annualized Return Last 5 years Last 3 years Last 1 year Year To date Month to date
19.97% 13.53% 18.15% 30.92% -2.72% -2.72%
Sharpe Ratio Sortino Ratio Calmar Ratio Volatility Max drawdown Positive Months
0.91 1.17 0.28 21.85% -70.12% 61.54%
Riskometer
Moderately-High
Investors understands that their principle will be at moderately high risk

Key Specifications

Category Equity: Mid Cap
AUM INR   7,786.50   Cr.
Inception Date 30/11/1993
Minimum Initial Investment INR   5000
Minimum Subsequent Investment INR   1000
TurnOver 22.7
Expense Ratio 1.85

Year Jan Feb March April May June July Aug Sept Oct Nov Dec Total
1993 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.48 0.48
1994 13.03 10.93 10.47 -0.77 5.13 8.42 5.30 13.81 -0.72 3.31 3.96 -3.18 93.82
1995 -7.17 -3.92 -1.34 -5.09 4.00 -4.82 3.19 -6.54 -0.69 -5.03 -14.04 4.24 -32.62
1996 -10.79 17.56 -3.17 5.90 -9.21 0.15 -10.96 -5.26 -8.60 -1.08 -4.06 4.34 -25.35
1997 13.37 -8.38 -2.57 2.35 -8.70 5.34 7.26 -6.86 -5.67 -11.81 5.02 2.85 -10.59
1998 -1.11 5.15 2.13 20.23 2.95 -16.51 4.84 -1.92 9.52 -3.76 -1.58 12.96 32.23
1999 14.49 0.07 28.36 -21.58 7.19 3.05 15.38 23.30 14.79 7.00 9.10 22.86 198.41
2000 0.59 3.79 -16.75 -23.15 -8.03 2.28 -3.89 4.41 -5.92 -9.32 1.20 1.24 -44.88
2001 14.97 5.09 -23.51 -0.83 11.06 -12.76 -8.66 4.46 -11.06 11.62 21.37 -0.50 1.58
2002 9.57 14.23 4.97 5.19 -2.14 7.86 -8.90 3.06 -1.79 -1.90 5.24 4.98 45.76
2003 -0.21 1.34 -5.41 9.81 21.87 10.50 9.55 8.83 6.10 9.40 14.12 24.04 177.13
2004 -8.81 -1.84 0.40 8.33 -13.11 3.11 7.40 8.15 3.78 3.93 10.41 13.06 36.41
2005 -0.93 7.51 -2.95 3.92 5.47 -1.32 10.97 13.27 2.71 -5.83 10.23 5.67 58.31
2006 3.53 1.20 7.97 3.34 -11.79 -9.71 -0.60 8.54 5.30 6.57 5.35 3.70 23.17
2007 0.91 -9.91 -4.30 6.76 9.15 4.33 2.07 -0.79 7.44 7.41 4.20 14.62 47.65
2008 -19.54 -4.57 -14.66 5.81 -4.94 -19.17 4.91 3.46 -11.89 -26.41 -7.99 8.84 -62.46
2009 -9.77 -3.38 6.71 15.67 36.59 0.47 11.77 6.29 5.05 -0.48 7.25 5.47 107.46
2010 -3.56 -1.52 9.53 3.57 -5.68 5.47 3.66 3.00 6.73 1.36 -2.50 -1.33 19.11
2011 -11.66 -5.48 9.12 1.83 0.59 -0.16 -0.39 -6.14 -1.74 2.47 -5.74 -5.74 -22.06
2012 8.96 6.71 1.34 -0.97 -4.45 3.72 1.24 2.26 8.06 0.46 5.99 4.83 44.42
2013 -1.05 -5.34 -1.40 1.71 3.14 -2.39 -3.66 -6.16 7.49 8.40 3.38 4.31 7.40
2014 -3.82 3.90 10.83 2.14 13.09 9.44 1.16 5.02 4.06 4.23 5.69 4.47 78.14
2015 5.27 0.28 -0.76 -2.70 3.64 -0.89 4.38 -5.21 -0.06 1.72 0.91 0.51 6.81
2016 -5.54 -7.53 10.29 3.83 3.65 4.43 4.34 3.81 -0.89 2.67 -7.23 -2.03 8.45
2017 6.65 4.88 4.90 3.93 -0.52 -0.58 3.75 -0.85 0.11 4.25 3.19 4.55 39.70
2018 -1.22 -2.55 -2.68 4.47 -2.13 -4.60 3.74 3.24 -10.57 -1.71 3.04 2.21 -9.39
2019 -2.24 -0.21 7.68 -2.72 2.02 -1.02 -6.40 -1.06 4.90 3.19 0.80 -0.71 3.53
2020 3.10 -4.61 -26.79 12.32 -3.13 9.99 2.61 8.37 -0.35 2.96 14.71 4.45 17.78
2021 -0.21 10.50 0.52 0.05 6.17 4.22 3.67 2.73 4.42 0.10 -3.54 0.64 32.62
2022 -2.72 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 -2.72
all values are in %


Allocation Mandate

Equity Allocation Min: 65   Max: 100
Debt Allocation Min: 0   Max: 35
Commodity Allocation Min: 0   Max: 0
Money Market Min: 0   Max: 35

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About Fund Managers:

Krishna Prasad Natarajan Franklin

  • Job Since 30/08/2021
  • About

Sandeep Manam Franklin

  • Job Since 18/10/2021
  • About Mr. Manam is a PGDM (IIM-Ahmedabad) B.Tech (Electronics & Communication Engg.)- National Institute of Technology Calicut Prior to joining Franklin Templeton Asset Management (India) Pvt. Ltd. he has worked with Cognizant Technology Solutions Shapoorji Pallonji & Company Private Limited.

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