Reliabull Wealth Managers Pvt. Ltd.

Franklin India Prima Fund(G)

As on May-09-2025 change fund

2550.21

-2.15 (-0.08%)

fund objective

Aims to provide long term capital appreciation as primary objective and income as secondary objective. The fund aims to achieve a high degree of capital appreciation through investments in smaller and faster growing companies

riskometer

Investors understand that their principal will be at very high risk

5-Years History

financial year	2020-2021	2021-2022	2022-2023	2023-2024	2024-2025
NAV in Rs (as on 31-Mar-2025)	1253.43	1425.50	1476.13	2161.58	2508.66
Net Assets(Rs Crores) (as on 31-Mar-2025)	7308.00	7328.47	7298.07	10108.06	11443.03
Scheme Returns(%)(Absolute)	85.21	12.74	2.53	46.37	14.13
B'mark Returns(%)(Absolute)	NA	NA	NA	NA	NA
Category Rank	65/218	163/204	6/31	18/29	4/30

Quarterly performance - Last 5 years (Absolute Ret. in %)

financial year	Q1	Q2	Q3	Q4
2024-2025	20.56	8.88	-2.65	-9.17
2023-2024	15.42	8.05	13.81	3.17
2022-2023	-9.78	17.71	1.20	-3.65
2021-2022	10.71	11.21	-2.83	-4.94
2020-2021	19.67	10.80	23.36	10.85

Top 10 holdings

company	(%)
The Federal Bank Ltd.	3.67
Coromandel International Ltd.	2.28
APL Apollo Tubes Ltd.	2.07
Bharti Hexacom Ltd.	2.05
Max Healthcare Institute Ltd.	2.01
HDFC Bank Ltd.	2.00
Ipca Laboratories Ltd.	1.96
JK Cement Ltd.	1.92
Prestige Estates Projects Ltd.	1.91
Mphasis Ltd.	1.89

Top 10 sectors

sectors	(%)
Bank - Private	10.28
Pharmaceuticals & Drugs	6.53
Construction - Real Estate	5.74
IT - Software	5.28
Cement & Construction Materials	4.76
Steel & Iron Products	4.31
Hospital & Healthcare Services	4.11
Chemicals	3.17
Telecommunication - Service Provider	3.07
Auto Ancillary	3.02

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

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performance comparision with similar schemes and benchmark

scheme name	investment style	inception date	AUM in Cr.	1Y(%)	3Y(%)	5Y(%)	10Y(%)	since inception
Franklin India Prima Fund(G)	Mid-Growth	01-Dec-1993	11,761.50	13.25	24.25	28.37	14.83	19.26
Motilal Oswal Midcap Fund-Reg(G)	Large-Growth	24-Feb-2014	27,780.18	18.09	29.52	37.63	17.75	22.26
HDFC Mid-Cap Opportunities Fund(G)	Large-Growth	25-Jun-2007	74,909.76	10.33	26.66	33.32	17.24	17.39
Edelweiss Mid Cap Fund-Reg(G)	Large-Growth	26-Dec-2007	9,241.96	17.25	25.30	32.85	17.46	13.60
Invesco India Midcap Fund(G)	Large-Growth	19-Apr-2007	6,046.97	17.03	25.28	29.86	16.74	16.38
Nippon India Growth Fund(G)	Large-Growth	08-Oct-1995	34,690.03	10.73	25.21	33.44	17.05	22.18
Sundaram Mid Cap Fund-Reg(G)	Large-Growth	19-Jul-2002	11,690.15	10.72	24.22	29.45	14.60	23.57
Mahindra Manulife Mid Cap Fund-Reg(G)	Large-Growth	30-Jan-2018	3,552.52	6.79	23.67	30.10	NA	16.65
ITI Mid Cap Fund-Reg(G)	Large-Growth	05-Mar-2021	1,120.80	3.20	23.43	NA	NA	16.91
HSBC Midcap Fund-Reg(G)	Large-Growth	09-Aug-2004	10,724.08	6.67	22.17	26.27	15.40	18.61
ICICI Pru Midcap Fund(G)	Large-Growth	28-Oct-2004	5,932.46	6.46	21.22	30.92	14.61	17.27
Tata Mid Cap Growth Fund-Reg(G)	Large-Growth	01-Jul-1994	4,505.38	3.93	20.67	27.62	14.93	12.63
Kotak Emerging Equity Fund(G)	Large-Growth	30-Mar-2007	49,645.85	11.26	20.55	30.63	17.09	14.71
LIC MF Midcap Fund(G)	Large-Growth	25-Jan-2017	306.30	8.41	20.21	26.40	NA	12.54
Quant Mid Cap Fund(G)	Large-Growth	26-Feb-2001	8,775.83	-6.31	20.21	32.52	16.30	13.32
Baroda BNP Paribas Mid Cap Fund-Reg(G)	Large-Growth	02-May-2006	2,036.71	6.54	19.51	27.95	14.95	12.43
Aditya Birla SL Midcap Fund(G)	Large-Growth	03-Oct-2002	5,645.72	8.82	18.64	28.65	13.44	20.82
SBI Magnum Midcap Fund-Reg(G)	Large-Growth	29-Mar-2005	21,512.11	8.40	18.54	31.51	14.74	16.66
Union Midcap Fund-Reg(G)	Large-Growth	23-Mar-2020	1,346.58	7.74	18.53	29.70	NA	32.63
Axis Midcap Fund-Reg(G)	Large-Growth	18-Feb-2011	28,809.45	9.38	18.38	24.14	15.37	17.79
Mirae Asset Midcap Fund-Reg(G)	Large-Growth	29-Jul-2019	15,414.99	2.73	17.94	29.79	NA	22.24
DSP Midcap Fund-Reg(G)	Large-Growth	14-Nov-2006	17,203.59	8.22	17.58	22.46	14.61	15.03
UTI Mid Cap Fund-Reg(G)	Large-Growth	30-Jul-2005	10,922.68	5.79	17.11	26.96	13.67	15.51
Taurus Mid Cap Fund-Reg(G)	Large-Growth	05-Sep-1994	119.67	-2.50	17.00	23.47	14.30	8.13
PGIM India Midcap Opp Fund-Reg(G)	Large-Growth	02-Dec-2013	10,601.94	8.45	14.48	30.02	14.71	16.78
WOC Mid Cap Fund-Reg(G)	Large-Growth	07-Sep-2022	2,916.28	13.20	NA	NA	NA	22.43
Canara Rob Mid Cap Fund-Reg(G)	Large-Growth	02-Dec-2022	2,717.74	8.00	NA	NA	NA	18.50
Bandhan Midcap Fund-Reg(G)	Large-Growth	18-Aug-2022	1,557.70	6.23	NA	NA	NA	17.49
JM Midcap Fund-Reg(G)	Large-Growth	21-Nov-2022	1,317.42	3.26	NA	NA	NA	25.01
Helios Mid Cap Fund-Reg(G)	Large-Growth	13-Mar-2025	74.49	NA	NA	NA	NA	5.70

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