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Franklin India Prima Plus

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Annualised Returns As of 31/10/2017
19.17%
Minimum Investment/Multiples for Fresh Purchase (INR)

5000/1

Additional Investment/Multiples thereof (INR)

1000/1

Over 400,000 Unique Investors (As of 30/09/2017)
Why should you invest in this fund?
  • The fund predominantly invests in companies that
    • Run large and established businesses
    • Have a long track record
    • Enjoy leadership in their industry
  • It also has some exposure to small and mid-sized companies to boost the growth potential of the fund without significantly increasing overall risk
  • Franklin India Prima Plus has consistently declared a dividend every year for the last 18 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*:
  • HDFC Bank Ltd. (Banks)
  • ICICI Bank Ltd. (Banks)
  • Yes Bank Ltd. (Banks)
  • Axis Bank Ltd. (Banks)
  • Kotak Mahindra Bank Ltd. (Banks)
  • Bharti Airtel Ltd. (Telecommunication Services)
  • Infosys Ltd. (Software & Services)
  • Larsen & Toubro Ltd. (Capital Goods)
  • Mahindra & Mahindra Ltd. (Automobiles & Components)
  • Cadila Healthcare Ltd. (Pharmaceuticals, Biotechnology & Life Sciences)
What is the “Ideal Investment Horizon” while investing in this fund?

The recommended investment horizon is “5 years or more”

Alternative To
  • Investments In Multi Sized Companies

Suitable For
  • Retirement Corpus

  • Long Term Wealth Creation

  • Education Corpus

Fund Video

Fund Information

  • Inception 29/09/1994
  • 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 24/11/2017
  • Growth 585.36
  • Dividend 42.10
  • Direct-Growth 612.80
  • Direct-Dividend 44.38
  • Additional Fund Information as on 31/10/2017
  • Fund Size in INR (CR) 11818.33
  • Portfolio Turnover 33.83%
  • Standard Deviation 3.68%
  • Beta 0.86
  • Sharpe Ratio ** 0.59
  • RSquared Ratio 0.87
  • Risk-free Rate 6.00%
  • Expense Ratio [#] 2.24
  • Expense Ratio (Direct) [#] 1.16
  • Benchmark(s) Nifty 50
    Nifty 500
  • Fund Manager Anand Radhakrishnan, Janakiraman Rengaraju & Srikesh Karunakaran Nair
Product Label
This product is suitable for investors who are seeking*:
  • Long term capital appreciation
  • Primarily a large cap fund with some allocation to small / mid 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.

** Annualized risk free rate assumed to be FIBL Overnight MIBOR

[#] The rates specified are the actual average charged for the month of October 2017. The above ratio includes the Service tax 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.