Franklin India Prima Fund Overview
Category Mid Cap Fund
BMSMONEY Rank 6
Rating
Growth Option 07-03-2025
NAV ₹2392.09(R) -0.42% ₹2681.32(D) -0.42%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 9.59% 22.3% 21.87% 13.96% 13.5%
Direct 10.47% 23.32% 22.87% 14.94% 14.56%
Benchmark
SIP (XIRR) Regular -11.45% 18.57% 20.13% 17.65% 15.6%
Direct -10.69% 19.6% 21.16% 18.62% 16.58%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
0.71 0.36 0.67 1.07% 0.12
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
16.03% -21.77% -18.04% 0.91 11.38%
Top Mid Cap Fund
Fund Name Rank Rating
Motilal Oswal Midcap Fund 1
Hdfc Mid Cap Opportunities Fund 2
Invesco India Midcap Fund 3
Edelweiss Mid Cap Fund 4
Nippon India Growth Fund 5

NAV Date: 07-03-2025

Scheme Name NAV Rupee Change Percent Change
Franklin India PRIMA FUND - IDCW 88.44
-0.3700
-0.4200%
Franklin India PRIMA FUND - Direct - IDCW 105.88
-0.4400
-0.4200%
Franklin India Prima Fund-Growth 2392.09
-10.1000
-0.4200%
Franklin India Prima Fund - Direct - Growth 2681.32
-11.2700
-0.4200%

Review Date: 07-03-2025

Franklin India Prima Fund has exhibited good performance in the Mid Cap Fund category. The fund has rank of 8 out of 22 funds in the category. The fund has delivered return of 9.59% in 1 year, 22.3% in 3 years, 21.87% in 5 years and 13.5% in 10 years. The category average for the same periods is 5.37%, 20.3%, 23.68% and 14.15% respectively, which shows good return performance of fund in the category. The fund has exhibited standard deviation of 16.03, VaR of -21.77, Average Drawdown of -7.42, Semi Deviation of 11.38 and Max Drawdown of -18.04. The category average for the same parameters is 16.42, -21.93, -7.81, 11.88 and -20.49 respectively. The fund has low risk in the category.

Key Points:

  1. An investment of ₹10,000 in Franklin India Prima Fund direct growth option would have grown to ₹11047.0 in 1 year, ₹18753.0 in 3 years and ₹28008.0 in 5 years as of today (07-03-2025).
  2. An SIP of ₹1,000 per month in Franklin India Prima Fund direct growth option would have grown to ₹11299.0 in 1 year, ₹47992.0 in 3 years and ₹101479.0 in 5 years as of today (07-03-2025).
  3. standard deviation of 16.03 and based on VaR one can expect to lose more than -21.77% of current value of fund in one year.
  4. Sharpe ratio of the fund is 0.71 which shows good performance of fund in the mid cap fund category.
  5. The fund has R-square of 0.94, Beta of 0.91 and Jensen's Alpha of 1.07% which exhibit very good performance in the mid cap fund category .


Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


Date Franklin India Prima Fund NAV Regular Growth Franklin India Prima Fund NAV Direct Growth
07-03-2025 2392.0864 2681.3235
06-03-2025 2402.189 2692.59
05-03-2025 2391.8081 2680.8966
04-03-2025 2338.7386 2621.3567
03-03-2025 2333.9604 2615.945
28-02-2025 2325.5558 2606.3575
27-02-2025 2366.5413 2652.2349
25-02-2025 2383.7971 2671.4594
24-02-2025 2391.3141 2679.8261
21-02-2025 2411.6879 2702.4842
20-02-2025 2444.417 2739.1004
19-02-2025 2419.085 2710.656
18-02-2025 2395.3028 2683.9494
17-02-2025 2399.4441 2688.5317
14-02-2025 2392.0196 2680.0388
13-02-2025 2453.6421 2749.0216
12-02-2025 2451.817 2746.9174
11-02-2025 2466.9405 2763.8015
10-02-2025 2533.8125 2838.6591
07-02-2025 2582.4653 2892.9778

Fund Launch Date: 01/Dec/1993
Fund Category: Mid Cap Fund
Investment Objective: The investment objective of Prima Fund is to provide medium to longterm capital appreciation as a primary objective and income as a secondary objective.
Fund Description: An open ended equity scheme predominantly investing in mid cap stocks
Fund Benchmark: Nifty Midcap 150
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.