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Franklin India Prima Fund

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Annualised Returns As of 30/11/2017
21.03%
Minimum Investment/Multiples for Fresh Purchase (INR)

5000/1

Additional Investment/Multiples thereof (INR)

1000/1

Over 225,000 Unique Investors (As of 30/09/2017)
Why should you invest in this fund?
  • Franklin India Prima Fund Focuses on investing predominantly in small and mid-sized companies which tend to exhibit higher growth rates than well-established large sized companies
  • It aims to identify companies at an early stage of the business life cycle as they have a greater potential for growth
  • The fund has consistently declared a dividend every year for the last 17 years
What are the “Tax Benefits” of investing in this fund?
  • The long term capital gains (LTCG) tax, if you stay invested for more than 12 months, is “Nil”
  • The dividends declared are "Tax Free” and carry “NIL” Dividend Distribution Tax
Top 10 companies and sectors where the fund has invested as on 31/10/2017 are given below*:
  • Finolex Cables Ltd. (Capital Goods)
  • HDFC Bank Ltd. (Banks)
  • Voltas Ltd. (Capital Goods)
  • SKF India Ltd. (Capital Goods)
  • CESC Ltd. (Utilities)
  • Yes Bank Ltd. (Banks)
  • Equitas Holdings Ltd. (Diversified Financials)
  • Wabco India Ltd. (Automobiles & Components)
  • Kotak Mahindra Bank Ltd. (Banks)
  • Schaeffler India Ltd. (Capital Goods)
What is the “Ideal Investment Horizon” while investing in this fund?

The recommended investment horizon is “5 years or more”

Alternative To
  • Investments In Mid Sized Companies

Suitable For
  • Retirement Corpus

  • Long Term Wealth Creation

  • Education Corpus

Fund Video

Fund Information

  • Inception 01/12/1993
  • Entry Load Nil
  • Exit Load In respect of each purchase of units - 1% if the units are redeemed/switched-out within one year of allotment
  • NAV in INR as on 15/12/2017
  • Growth 980.63
  • Dividend 68.70
  • Direct-Growth 1,032.67
  • Direct-Dividend 73.32
  • Additional Fund Information as on 31/10/2017
  • Fund Size in INR (CR) 6298.4
  • Portfolio Turnover 23.20%
  • Expense Ratio [#] 2.31
  • Expense Ratio (Direct) [#] 1.27
  • Benchmark(s) Nifty 50
    Nifty 500
    Nifty Free Float Midcap 100
  • Fund Manager Janakiraman Rengaraju, Hari Shyamsunder & Srikesh Karunakaran Nair
Product Label
This product is suitable for Investors who are seeking*:
  • Long term capital appreciation
  • A fund that invests in mid and small cap stocks
”Moderately

*Investors should consult their financial distributors if in doubt about whether the product is suitable for them.

* All portfolio holdings are subject to change. The information stated above does not constitute an investment advice or recommendation to subscribe or transact in these securities.

[#] The rates specified are the actual average charged for the month of November 2017. The above ratio includes GST on Investment management fees. The above expense also includes proportionate charge in respect sales of beyond T-15 cities subject to maximum of 30 bps on daily net assets wherever applicable.