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Yogi Zone

Useful articles for your finance management by our team of experts

Mutual Fund Review – Franklin India Prima Plus

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Fund Name: Franklin India Prima Plus (G)

Ranked #2 by CRISIL

Category: Diversified Equity

Expense Ratio: 2.28%

Risk Level: Medium

Benchmark: CNX 500

Objective: An open end growth scheme with an objective to provide growth of capital plus regular dividend through a diversified portfolio of equities, fixed income securities and money market instruments.

Returns (Annualized)

1-Year3-Year5-Year
3.07%4.42%17.92%

Our Review

Franklin India Prima Plus (G) fund has made its inception in the year 1994. Its returns since then are 18.74% annualized. It has beaten the benchmark index in the 1, 3 and 5 year returns. It has managed to diversify well across sectors.

The fund has produced extraordinary returns in the long run. It has managed to hold on during times of recession as well, which makes it a good pick from the category. It is a buy for the long term.

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