+91-22-48913909The investment objective of Prima Fund is to provide medium to longterm capital appreciation as a primary objective and income as a secondary objective. Franklin India Prima Fund is a Equity - Mid Cap fund launched on 1 Dec 93. It is a fund with Moderately High risk and has given a Below is the key information for Franklin India Prima Fund Returns up to 1 year are on Historical performance (Yearly) on absolute basis Franklin India Prima Fund - G
Scheme Objective
CAGR return of 19.1% since its launch. Ranked 29 in Mid Cap category. Return for 2025 was 1.6% , 2024 was 31.8% and 2023 was 36.8% . NAV as on 13 Jan 26 ₹2,746.52 ↓ -2.42 (-0.09 %) Net Assets (AUM) as on 30 Nov 2025 ₹12,911 Cr. Launch Date 1 Dec 1993 Category Equity - Mid Cap Rating ☆☆☆ Type Open Ended Fund Risk Moderately High AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Alpha Ratio -4.19 Expense Ratio 1.77 % Sharpe Ratio -0.076 Information Ratio -0.47 Benchmark Not Available Min Investment ₹5,000 Min SIP Investment ₹500 Exit Load 0-1 Years (1%),1 Years and above(NIL) NAV Price Chart
Returns
Annual Compounded Returns
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Jan 26 Duration Returns 1 Month -1.3% 3 Month 0.7% 6 Month -1.5% 1 Year 7.8% 3 Year 21.7% 5 Year 18.2% 10 Year 15 Year Since launch 19.1% Historical Annual Returns
Year Returns 2024 1.6% 2023 31.8% 2022 36.8% 2021 2.2% 2020 32.6% 2019 17.8% 2018 3.5% 2017 -9.4% 2016 39.7% Growth of 10k Over Years
Date Value 31 Dec 20 ₹10,000 31 Dec 21 ₹13,262 31 Dec 22 ₹13,550 31 Dec 23 ₹18,530 31 Dec 24 ₹24,427 31 Dec 25 ₹24,820 
Asset Allocation
Asset Class Value Cash 2.78% Equity 97.22% 
Sector Allocation
Sector Value Financial Services 23.35% Consumer Cyclical 15.01% Industrials 13.1% Basic Materials 10.65% Health Care 9.82% Technology 8.68% Real Estate 6.07% Consumer Defensive 4.18% Communication Services 3.76% Utility 1.52% Energy 1.1% 
Top Securities Holdings / Portfolio
Holdings/Securities
Name Global Industry Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNKBanks - Regional 3% ₹421 Cr 16,324,683 Cummins India Ltd (Industrials)
Equity, Since 30 Apr 22 | CUMMINSINDSpecialty Industrial Machinery 2% ₹321 Cr 717,366 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 30 Sep 22 | M&MFINCredit Services 2% ₹320 Cr 8,614,462 Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | MPHASISInformation Technology Services 2% ₹296 Cr 1,052,885 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jan 22 | PRESTIGEReal Estate - Diversified 2% ₹274 Cr 1,631,918 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Mar 22 | APLAPOLLOSteel 2% ₹258 Cr 1,499,891 PB Fintech Ltd (Financial Services)
Equity, Since 31 Mar 22 | 543390Insurance Brokers 2% ₹237 Cr 1,300,578 Biocon Ltd (Healthcare)
Equity, Since 30 Jun 25 | BIOCONBiotechnology 2% ₹234 Cr 5,862,280 Coforge Ltd (Technology)
Equity, Since 31 Jul 22 | COFORGEInformation Technology Services 2% ₹232 Cr 1,214,825 IDFC First Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | 539437Banks - Regional 2% ₹232 Cr 28,893,177
Talk to our investment specialistFund Managers
Name Since Tenure R. Janakiraman 1 Feb 11 14.84 Yr. Sandeep Manam 18 Oct 21 4.12 Yr. Akhil Kalluri 7 Feb 22 3.82 Yr. Custodians
Company Address The Hongkong and Shanghai Bankg Corp Ltd 37, Chilpae-ro, Jung-gu Registrar & Transfer Agent
Computer Age Management Services Ltd Address New No.10, Old No.178,,Kodambakkam High Road,,Opp. Hotel Palmgrove,,Nungambakkam FAX 91-44-28283610 Email enq_L@camsonline.com Administrator Companies
Company Address Franklin Templeton Asst Mgmt(IND)Pvt Ltd One International Centre, Tower 2, 12th and 13th Floor,Senapati Bapat Marg, Elphinstone Road (West), Mumbai Auditors
Company Address BSR & Co. LLP BSR & Co. LLP All Plan & Options
Fund and Plan NAV 6 Month 1 Year 3 Year 5 Year Franklin India Prima Fund
Growth ₹2,746.52
↓ -2.42 -1.47 % 7.8 % 21.71 % 18.16 % Franklin India Prima Fund
Normal Dividend, Payout ₹93.2469
↓ -0.08 -1.47 % 7.13 % 20.97 % 17.39 % Franklin India Prima Fund
Normal Dividend, Reinvestment ₹93.2469
↓ -0.08 -1.47 % 7.13 % 20.97 % 17.39 % Data as on 13 Jan 26
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data.
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