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Yogi Zone

Useful articles for your finance management by our team of experts

Mutual Fund Review – Franklin India Prima

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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)

1-Year3-Year5-Year
34.91%14.01%27.19%

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.

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