Can I invest in SIP and Lumpsum in Franklin India Prima Fund - Direct (G) Direct Growth?

Yes, you can invest both lumpsum and SIP in Franklin India Prima Fund - Direct (G). Minimum lumpsum investment Franklin India Prima Fund - Direct (G) is ₹5,000 and minimum SIP amount is ₹100 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of Franklin India Prima Fund - Direct (G) Direct Growth?

The latest NAV (Net Asset Value) of Franklin India Prima Fund - Direct (G) is Franklin India Prima Fund - Direct (G) is ₹3100.83 as on 2025-01-01.

Which are the biggest stock holdings of Franklin India Prima Fund - Direct (G)?

The 5 biggest stock holdings of Franklin India Prima Fund - Direct (G) are: Federal Bank (3.97%), Deepak Nitrite (2.41%), Mphasis (2.33%), Coromandel Inter (2.24%), Persistent Sys (2.21%)

What are the top sectors Franklin India Prima Fund - Direct (G) invests in?

A majority of Franklin India Prima Fund - Direct (G) 's AUM worth ₹12,441.49 (Cr) is invested in these 3 top sectors: Banks : 11.46% Consumer Durables : 9.02% Pharmaceuticals & Biotech : 7.55%

Mutual Funds
Franklin India Prima Fund - Direct (G)

Franklin India Prima Fund - Direct (G)

Mid Cap Fund

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NAV
3100.83(0.30%)
Fund Size (CR)
₹12,441.49
Expense Ratio
0.96
Scheme Type
Active Fund
Value Research

Min. investment
₹5,000
Minimum Additional Investment
₹1,000
Minimum SIP Investment
₹100
Minimum Withdrawal
₹1,000
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
1%
Return Since Launch
20.38%

Absolute Return: -2.38%

Annualized Return: 0%

Basic Details

Scheme Manager

R Janakiraman

Bench Mark

Nifty Midcap 150 TRI

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	23 December 2024	10030.61	0.31%	-	0.48%	52/119
1 Month	29 November 2024	10092.27	0.92%	-	1.05%	57/119
3 Month	30 September 2024	9739.09	-2.61%	-	-3.87%	33/119
6 Month	28 June 2024	10625.52	6.26%	-	4.09%	29/119
1 Year	29 December 2023	13268.04	32.68%	32.68%	29.60%	32/119
3 Year	30 December 2021	19087.46	90.87%	24.05%	22.35%	41/103
5 Year	30 December 2019	29911.12	199.11%	24.50%	26.85%	71/95
Since Inception	1 January 2013	92646.34	826.46%	20.38%	22.06%	57/119

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 January 2024	1,30,000	146055.66	12.35%	12.35%
3 Year	3 January 2022	3,70,000	582509.14	57.43%	16.33%
5 Year	1 January 2020	6,10,000	1232039.01	101.97%	15.10%
10 Year	1 January 2015	12,10,000	3429493.82	183.43%	10.98%

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

4.19%

Standard Deviation

0.89%

Beta

1.07%

Sharpe Ratio

0.14%

Treynor's Ratio

1.20%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
Federal Bank	3.97%	23439752	494.06	Equity	Banks
Deepak Nitrite	2.41%	1100123	300.03	Equity	Chemicals
Mphasis	2.33%	976105	290.35	Equity	IT - Software
Coromandel Inter	2.24%	1561228	279.30	Equity	Fertilizers
Persistent Sys	2.21%	464990	274.61	Equity	IT - Software
Prestige Estates	2.16%	1631918	269.36	Equity	Realty
PB Fintech.	2.13%	1400578	265.26	Equity	IT - Software
Crompton Gr. Con	2.10%	6391052	261.84	Equity	Consumer Durables
Dixon Technolog.	2.08%	164000	259.24	Equity	Consumer Durables
Ipca Labs.	2.04%	1641580	253.22	Equity	Pharmaceuticals

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
Franklin India Prima Fund - Direct (G)	12441.49	0.92%	-2.61%	6.26%	32.68%	24.05%
Motilal Oswal Midcap Fund-Dir (G)	22897.62	4.12%	5.15%	18.68%	59.19%	37.01%
Motilal Oswal Midcap Fund-Dir (IDCW)	22897.62	4.12%	5.15%	18.68%	59.19%	37.01%
Invesco India Midcap Fund - Direct (G)	5862.67	3.37%	0.42%	12.38%	45.03%	26.69%
Invesco India Midcap Fund - Direct (IDCW)	5862.67	3.37%	0.42%	12.37%	45.02%	26.67%
HSBC Midcap Fund - Direct (IDCW)	11912.38	4.06%	0.93%	10.09%	40.83%	27.22%

News

Franklin Templeton MF announces change in Fund Manager of the following scheme

Franklin Templeton Mutual Fund has announced change in Fund Managers of the following scheme with effect from: 03 December 2024

Change in Fund Managers of the Scheme:

Scheme Name	Existing Fund Manager(s)	New Fund Manager(s)
Franklin India Arbitrage Fund	' Yogik Pitti ' Rajasa Kakulavarpu ' Pallab Roy	' Yogik Pitti ' Rajasa Kakulavarpu ' Pallab Roy ' Rohan Maru

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Franklin Templeton MF Announces Income Distribution cum Capital Withdrawal (IDCW) under two schemes
Franklin Templeton Mutual Fund has announced 31 October 2024 as the record date for declaration of Income Distribution cum Capital Withdrawal (IDCW) under the following schemes. The amount of IDCW (Rs per unit) on the face value of Rs 10 per unit will be:
Franklin India Technology Fund ' IDCW Plan: 4.650
Franklin India Technology Fund ' Direct IDCW Plan: 5.250
Franklin India Opportunities Fund ' IDCW Plan: 3.500
Franklin India Opportunities Fund ' Direct IDCW Plan: 4.000
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Franklin Templeton Mutual Fund announces change in Key Personnel
Franklin Templeton Mutual Fund has announced that Mr. Nikhilesh Panchal has been appointed as a Director on the Board of Franklin Templeton Management Company Ltd. effective October 15, 2024.
Details of Mr. Nikhilesh Panchal
Age: 57 years
Designation: Independent Director
Qualification: L.L.B (Government Law College)- 1991 L.L.M (Commercial Laws) - 1996) Solicitor (Mumbai)- 1995 Solicitor (England & Wales) (Non- practicing)- 1997
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Fund House Details & Investment Objective

Date of Incorporation

1 January 2013

Total AUM (Cr)

₹12441.49

Franklin India Prima Fund - Direct (G) is an Mid Cap Fund-oriented fund from the renowned AMC, Franklin Templeton Mutual Fund. Launched in 1 January 2013, this fund is managed by R Janakiraman. With assets under management (AUM) worth ₹12,441.49 (Cr), as of 1 January 2025, Franklin India Prima Fund - Direct (G) is categorized as a Mid Cap Fund within its segment. The fund has generated a return of 20.38% since its launch.
The current NAV of Franklin India Prima Fund - Direct (G) is ₹3,100.83, as on 1 January 2025. The fund's benchmark index is Nifty Midcap 150 TRI. You can invest in Franklin India Prima Fund - Direct (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹5,000.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
1% - If the Units are redeemed / switched out within one year of allotment.(Effect from 24-08-2009) The fund has generated 24.05% and 24.50% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 97.82% in Equity, 2.18% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 11.46% in Banks, 9.02% in Consumer Durables, 7.55% in Pharmaceuticals & Biotech, 7.19% in Auto Components, 5.94% in IT-Software

FAQs

How to Invest in Franklin India Prima Fund - Direct (G) Direct Growth?

Franklin India Prima Fund - Direct (G) is a popular fund in the Mid Cap Fund segment. The fund has generated a return of 20.38% since inception. Looking to invest in Franklin India Prima Fund - Direct (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in Franklin India Prima Fund - Direct (G) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, Franklin India Prima Fund - Direct (G)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in Franklin India Prima Fund - Direct (G) today and reap the benefits of this Mid Cap Fund fund!

How much returns has Franklin India Prima Fund - Direct (G) Direct Growth generated?

In the short term, i.e., 1 year, Franklin India Prima Fund - Direct (G) has generated annualised return of 32.68%. In the long-term, the fund has generated 24.05% and 24.50% in 3 and 5 years respectively. Since its inception, the fund has generated 20.38% returns.

What is the expense ratio of Franklin India Prima Fund - Direct (G) Direct Growth?

The expense ratio of Franklin India Prima Fund - Direct (G) Direct Growth is 0.96%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Franklin India Prima Fund - Direct (G) Fund Direct Growth?

The Assets Under Management (AUM) of Franklin India Prima Fund - Direct (G) is ₹12,441.49 (Cr) as of 2025-01-01 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from Franklin India Prima Fund - Direct (G) Direct Growth?

Redeeming or selling units of Franklin India Prima Fund - Direct (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from Franklin India Prima Fund - Direct (G):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case Franklin India Prima Fund - Direct (G)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).