Yogi Zone

Useful articles for your finance management by our team of experts

Mutual Fund Review – Franklin India Prima

0 Flares 0 Flares ×

Fund Name: Franklin India Prima (G)

CRISIL Rank: 2

Category: Equity – Mid and Small cap

Expense Ratio: 2.56%

Risk Level: Average

Benchmark: CNX 500

Objective: Aims to provide long term capital appreciation as primary objective and income as secondary objective. The fund aims to achieve a high degree of capital appreciation through investments in smaller and faster growing companies.

Returns (Annualized)


Our Review

Franklin India Prima (G) fund has made its inception in the year 1993. Since inception, it has produced annualized returns of 20%. It has managed to beat the benchmark index as well as category average comprehensively in the 1, 3 and 5 year returns.

Top 5 holdings of the fund include Finolex cables, Pidilite Industries, Amara Raja, Yes bank and Federal bank. The fund invests 60% of assets into mid caps, 23% in small caps and the rest in large caps. The returns of the fund in the past 5 years speak volumes about its future potential.

0 Flares Facebook 0 Google+ 0 Twitter 0 Email -- 0 Flares ×