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Value Research Rating
Analyst’s Choice
Riskometer
Very High
₹3,158.6429 0.62%
As on 15-Oct-2024
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
|---|---|---|---|---|---|---|
|
Franklin India Prima Fund - Direct Plan
|
|
|
Very High
|
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0.96 |
|
 |
|
Very High
|
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0.72 |
||
|
|
Very High
|
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0.36 |
||
|
|
Very High
|
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0.77 |
||
 |
|
Very High
|
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0.60 |
₹12,943 Cr
1.00 (365)
5,000
1,000
500
12
Investment Strategy
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.
Suitability
"When you invest for seven years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options.
This is a fund that invests in medium-sized companies. Compared to those that invest in larger companies, such funds tend to fall more when stock prices fall. So while you can expect higher returns in the long term, there will be more severe ups and downs along the way.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other mid-cap fund, if you need to redeem your investment in less than seven years.
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
1 min read•By News Desk
Franklin India Prima Fund - Direct Plan is mandated to invest at least 65 per cent of its assets in mid-cap stocks at all times.
Mutual funds can be bought directly from the website of the fund house. For instance, Franklin India Prima Fund - Direct Plan fund can be purchased from the website of Franklin Templeton Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Franklin India Prima Fund - Direct Plan is ₹3,158.6429 as of 16-Oct-2024.
The AUM of Franklin India Prima Fund - Direct Plan Fund is ₹12,943 Cr as of 30-Sep-2024
The riskometer level of Franklin India Prima Fund - Direct Plan is Very High. See More
| Company | Percentage of Portfolio |
|---|---|
|
3.56
|
|
|
2.47
|
|
|
2.33
|
|
|
2.27
|
|
|
2.09
|
As of 30-Sep-2024, Franklin India Prima Fund - Direct Plan had invested 98.12% in Equity and 1.88% in Cash & Cash Eq. See More
Franklin India Prima Fund - Direct Plan is 11 years 9 months old. It has delivered 21.01% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
53.04%
|
21.15%
|
26.34%
|
18.11%
|
19.03%
|
21.01%
|
No, There is no lock in period in Franklin India Prima Fund - Direct Plan.
The expense ratio of Franklin India Prima Fund - Direct Plan is 0.96.
