Last NAV: 1549.0337

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
20.51% 15.03% 20.38% 76.18% 37.00% 4.82%
Sharpe Ratio Sortino Ratio Calmar Ratio Volatility Max drawdown Positive Months
0.94 1.20 0.29 21.90% -70.12% 61.68%
Riskometer
Moderately-High
Investors understands that their principle will be at moderately high risk

Key Specifications

Category Equity: Mid Cap
AUM INR   7,952.35   Cr.
Inception Date 30/11/1993
Minimum Initial Investment INR   5000
Minimum Subsequent Investment INR   1000
TurnOver 18.94
Expense Ratio 1.87

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 4.82 0.00 0.00 0.00 37.00
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:

Mayank Bukrediwala Franklin

  • Job Since 24/08/2020
  • About Mr. Bukrediwala has done PGDBM and Bachelor of Technology. Prior to joining Franklin Templeton Mutual Fund he has worked with Goldman Sachs.

Krishna Prasad Natarajan Franklin

  • Job Since 30/08/2021
  • About

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