Franklin India Prima Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation17.8%
Sharpe Ratio0.12
Beta0.90
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Call, Cash & Other AssetsUtilities4.30%
The Federal Bank LtdFinancial Services3.61%
APL Apollo Tubes LtdCapital Goods2.21%
Bharti Hexacom LtdServices2.13%
Max Financial Services LtdFinancial Services2.07%
JK Cement LtdCapital Goods1.98%
Max Healthcare Institute Ltd Ordinary SharesServices1.97%
Prestige Estates Projects LtdEnergy & Infra1.95%
HDFC Bank LtdFinancial Services1.94%
Cummins India LtdCapital Goods1.91%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.76%
Regulatory & Tax Information
INF090I01726
ISINDailyDealing Frequency
BSE Midcap TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)