Franklin India Prima Direct Fund-Growth

Q: What are the returns of Franklin India Prima Fund?

The Franklin India Prima Fund is a 12 yrs 5 m old fund and has delivered average annual returns of 19.52% since inception. Franklin India Prima Fund Returns 1-Year 3-Year 5-Year 10-Year Since Inception 12.61% 28.2% 28.55% 16.56% 19.52%

NAV as of Jun 05, 2025	Returns since inception	ET Money Rank	AUM (Fund size)
₹3062.212+0.41% 1 day change	19.52% p.a.	#NA View Ranked Funds	₹11,762 Crs

Historical NAV & returns

NAV: ₹3062.212 as on Jun 05, 2025

This fund Category average

Franklin India Prima Fund overview

Expense ratio	0.95% as on May 31, 2025
Exit load	1.0% Exit load of 1% if redeemed within 1 year!
AUM (Fund size)	₹11,762 Crs
Lock-in	No Lockin
Age	12 yrs 5 m since Jan 01, 2013
Benchmark	NIFTY Midcap 150 TRI
Min. investment	SIP ₹500 & Lump. ₹5000
Risk	Very High
Short term capital gains (STCG)	Returns taxed at 20% if you redeem before 1 year
Long term capital gains (LTCG)	After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year

Franklin India Prima Fund Returns calculator

Investment type

Monthly investment

₹ 10,000

Investment period

Lumpsum investment

₹1 lakh

Investment period

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Total investment ₹ 12 lakh
Profit ₹12 lakhs
Total corpus ₹1 lakh
Absolute return 52.69%

Trailing returns as on Jun 06, 2025

Period	This fund	Category average
1 Month	6.81%	8.31%
3 Months	13.73%	14.98%
6 Months	-2.55%	-2.76%
1 Year	12.61%	11.1%
2 Years	30.26%	29.38%
3 Years	28.2%	26.13%
4 Years	19.75%	21.37%
5 Years	28.55%	31.1%
7 Years	16.99%	19.44%
10 Years	16.56%	17.67%

View returns in detail

Asset allocationas on Apr 30, 2025

Large Cap 13.159797000000001%

Mid Cap 65.58903900000001%

Small Cap 16.681164000000003%

Other Cap 1.3561418654717273E-14%

Top holdings

The Federal Bank Ltd.3.67%

Coromandel International Ltd.2.28%

APL Apollo Tubes Ltd.2.07%

Bharti Hexacom Ltd.2.05%

Top sectors

Financial 17.119999999999997%

Healthcare 10.629999999999999%

Services 8.450000000000001%

Capital Goods 7.89%

Credit quality

Bifurcation by Credit Quality is not available for this fund

Top Debt Holdings

Reserve Bank of India 0.21%

Allocation by Instruments

Cash/Net Current Assets 4.36407957%

Treasury Bills 0.20971041%

Additional Tier 1 Bond 6.0E-8%

Other Holdings

Others 4.36%

Detailed portfolio analysis

Peer comparison

Fund name	ETM Rank	AUM (in Crs.)	Fund age	Expense ratio
Franklin India Prima Fund	N.A.	₹11,762 Crs	12 yrs 5 m	0.95%
Motilal Oswal Midcap Fund	N.A.	₹27,780 Crs	11 yrs 4 m	0.7%
Nippon India Growth Fund	N.A.	₹34,690 Crs	12 yrs 5 m	0.72%
HDFC Mid-Cap Opportunities Fund	N.A.	₹72,610 Crs	12 yrs 5 m	0.77%
Kotak Emerging Equity Fund	N.A.	₹48,129 Crs	12 yrs 5 m	0.42%
Edelweiss Mid Cap Fund	N.A.	₹8,634 Crs	12 yrs 5 m	0.4%

Fund name	1M	6M	1Y	3Y	5Y	10Y
Franklin India Prima Fund	6.81%	-2.55%	12.61%	28.2%	28.55%	16.56%
Motilal Oswal Midcap Fund	5.9%	-10.15%	16.82%	33.96%	38.35%	19.3%
Nippon India Growth Fund	8.28%	-1.78%	13.8%	29.71%	34.33%	19.06%
HDFC Mid-Cap Opportunities Fund	7.56%	-1.12%	12.62%	30.77%	33.86%	18.96%
Kotak Emerging Equity Fund	9.63%	-3.0%	12.93%	26.1%	32.17%	19.62%
Edelweiss Mid Cap Fund	8.26%	-2.21%	18.78%	30.74%	35.55%	19.76%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Franklin India Prima Fund	15.84	0.91	1.2	1.71
Motilal Oswal Midcap Fund	18.22	0.89	1.33	1.63
Nippon India Growth Fund	16.22	0.93	1.28	1.91
HDFC Mid-Cap Opportunities Fund	15.11	0.87	1.41	2.09
Kotak Emerging Equity Fund	16.24	0.91	1.07	1.4
Edelweiss Mid Cap Fund	16.65	0.95	1.26	1.69

View all Mid Cap funds

Key risk & return ratios Compared to other funds in the category

Alpha	2.6 vs. 7.14 Underperformed at beating benchmark
Sharpe	1.2 vs. 7.54 Poor risk-adjusted returns
Beta	0.91 vs. 1.03 Less sensitive to market ups & downs
Standard deviation	15.84 vs. 13.66 More volatile performance

Compare Franklin India Prima Fund in detail with

About this fund

About Franklin India Prima Fund

Franklin India Prima Direct Fund-Growth is a Mid Cap mutual fund scheme from Franklin Templeton Mutual Fund. This fund has been in existence for 12 yrs 5 m, having been launched on 01/01/2013. Franklin India Prima Direct Fund-Growth has ₹11,762 Crores worth of assets under management (AUM) as on 31/03/2025 and is medium-sized fund of its category. The latest Net Asset Value (NAV) of Franklin India Prima Direct Fund-Growth as of 05/06/2025 is ₹3062.21. The fund has an expense ratio of 0.95%, which is higher than what most other Mid Cap funds charge.

Franklin India Prima Direct Fund-Growth returns of last 1-year are 14.75%. Since launch, it has delivered 19.53% average annual returns. The fund has doubled the money invested in it every 3 yrs.
Franklin India Prima Direct Fund-Growth scheme's ability to deliver returns consistently is in-line with most funds of its category. Its ability to control losses in a falling market is above average.
The fund has the majority of its money invested in Financial, Healthcare, Services, Capital Goods, Chemicals sectors. It has taken less exposure in Financial, Healthcare sectors compared to other funds in the category.
The fund's top 5 holdings are in The Federal Bank Ltd., Coromandel International Ltd., APL Apollo Tubes Ltd., Bharti Hexacom Ltd., Max Healthcare Institute Ltd..

...

Fund AUM	₹11,762 Crs as on Mar 31, 2025
Scheme document	View Scheme Document

Fund managers

Akhil Kalluri

Mr. Kalluri is a MBA, IIM Lucknow. B.Tech. (Electronics and Communications Engineering), Andhra University Prior to joining Franklin Templeton Mutual Fund, he has worked with Credit Suisse, ICICI Securities.

R Janakiraman

Mr. Janakiraman is a B.E and PGDM (Business Management). Prior to joining Franklin Templeton Investments, he has worked with Indian Syntans Inv. Pvt. Ltd., Citicorp Information Tech Ltd. and UTI Securities Exchange Ltd.

Investment objective

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.

Franklin Templeton Mutual Fund details

No. of schemes	35 view all schemes
Total AUM	₹1,08,219 Crs as on Mar 31, 2025
Address	Unit No.202/203/204, 2nd Floor Dalamal Tower, Plot No. 211 Free Press Journal Marg, Nariman Point Mumbai, 400013
Phone	1800-425-4255 / 60004255

More funds from Franklin Templeton Mutual Fund

Fund name	ETM Rank	AUM (in Crs.)	1Y	5Y
Franklin India Smaller Companies Fund	N.A.	₹12,530 Crs	4.69%	35.77%
Franklin Build India Fund	N.A.	₹2,726 Crs	5.9%	33.98%
Franklin India Opportunities Fund	N.A.	₹6,485 Crs	10.92%	32.45%
Templeton India Value Fund	N.A.	₹2,195 Crs	3.8%	30.63%
Templeton India Equity Income Fund	N.A.	₹2,338 Crs	4.35%	28.57%

See all Equity funds from this AMC

Frequently asked questions

What is the current NAV of Franklin India Prima Fund?

The current Net Asset Value (NAV) of the Franklin India Prima Fund - Direct Growth plan is approximately ₹3062.212 as of Jun 05, 2025.

What are the returns of this mutual fund scheme?

The Franklin India Prima Fund is a 12 yrs 5 m old fund and has delivered average annual returns of 19.52% since inception.

Franklin India Prima Fund Returns

1-Year	3-Year	5-Year	10-Year	Since Inception
12.61%	28.2%	28.55%	16.56%	19.52%

How much does this mutual fund charge as expense ratio?

The Franklin India Prima Fund - Direct Growth has an expense ratio of 0.95%, which reflects the fund's management and operating costs. This percentage is subtracted from the fund's annual returns, impacting net returns for investors.

What is the AUM or fund size of this mutual fund?

The Franklin India Prima Fund currently has assets under management (AUM) or fund size valued at approximately ₹11,762 Crs crore as of Mar 31, 2025.

What are the top stock holdings of Franklin India Prima Fund?

The Franklin India Prima Fund has invested the majority of its money in the stocks of the following companies -

Company	Percentage of Portfolio
The Federal Bank Ltd.	3.67%
Coromandel International Ltd.	2.28%
APL Apollo Tubes Ltd.	2.07%
Bharti Hexacom Ltd.	2.05%
Max Healthcare Institute Ltd.	2.01%
HDFC Bank Ltd.	2.0%
Ipca Laboratories Ltd.	1.96%
JK Cement Ltd.	1.92%
Prestige Estates Projects Ltd.	1.91%
Mphasis Ltd.	1.89%

What are the top sectors Franklin India Prima Fund has invested in?

The Franklin India Prima Fund has primarily invested in the following sectors

Sector	Percentage of Portfolio
Financial	17.119999999999997%
Healthcare	10.629999999999999%
Services	8.450000000000001%
Capital Goods	7.89%
Chemicals	6.609999999999999%
Automobile	6.58%
Construction	5.74%
Materials	5.37%
Technology	5.289999999999999%
Consumer Staples	4.380000000000001%

What is risk level of Franklin India Prima Fund?

This is a Mid Cap fund comes with Very High risk.

Is there any lock-in period in this mutual fund?

No, this fund does not have any lock-in period.

How do I invest in Franklin India Prima Fund?

It is very fast, easy, and completely paperless in this mutual fund scheme on ET Money. It is just a matter of a few minutes. Here's how:

For the Desktop Version:

Click on the "Invest Now" button at the top right, then scan the QR code to download the app.

For the Mobile Version:

Click on the "Invest on App" button at the bottom to download the app.
Once the app is downloaded:
Sign-up and complete your one time KYC process, or log in if you're already registered.
Search for Franklin India Prima Fund and choose the investment mode (Lump sum investment or a SIP). Then, enter your investment amount.
Fill in additional required details, including the bank account you'll use for payment, and confirm.

All set! Your investment in Franklin India Prima Fund is complete.

How can I redeem my investments in Franklin India Prima Fund?

Redeeming your investments in Franklin India Prima Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in Franklin India Prima Fund from anywhere else, you can go to the fund house website and put a request through it.

ET Money rank

in Mid Cap

#NA

Return Outperformance: This fund has generated highest return amongst Mid Cap funds in the last 10 Years.
Return Consistency: This fund ranks lower in terms of generating consistent return in it's category.
Chance: This fund has generated only 11.67% annual return in 70% of times for investors holding for at least 5 years.
Return/Risk: The fund is performing poorly than its category.
Exit Load: Exit load of 1% if redeemed within 1 year