Franklin India Prima Fund Direct Growth

Scheme code: INF090I01FH9 NAV value: ₹ 2905.3592 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Mid Cap Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	6.58	63.24	38.44	35.89
3 year	9.15	34.09	22.09	26.04
5 year	1.99	32.50	15.11	18.23
7 year	10.27	22.06	15.74	17.11
10 year	14.07	22.30	18.79	19.58
12 year	18.86	20.82	19.95	19.98

Comparison vs benchmark returns

Index

Metrics

NIFTY MIDCAP 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.06	65.35	25.07	38.44
3 year	13.34	45.45	27.47	22.09
5 year	3.18	39.21	17.86	15.11
7 year	4.3	21.04	14.42	15.74
10 year	0.52	21.2	10.97	18.79
12 year	0.21	20.47	10.76	19.95
15 year	4.97	19.36	10.49

NIFTY MIDCAP 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.33	65.59	26.59	38.44
3 year	13.5	42.73	26.78	22.09
5 year	1.21	37.55	16.39	15.11
7 year	4.52	19.53	13.88	15.74
10 year	3.36	21.04	13.41	18.79
12 year	3.48	19.67	13.22	19.95
15 year	7.73	20.72	13.16

NIFTY MIDCAP 150

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-9.16	63.69	25.62	38.44
3 year	13.61	42.26	26.51	22.09
5 year	4.41	36.78	18.13	15.11
7 year	7.26	20.87	16.07	15.74
10 year	5.58	22.47	14.68	18.79
12 year	4.77	21.65	14.06	19.95
15 year	7.99	22.29	13.65

NIFTY MIDCAP150 MOMENTUM 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-13.86	82.79	30.06	38.44
3 year	14.52	45.86	31.98	22.09
5 year	8.43	40.38	23.55	15.11
7 year	14.14	28.21	22.07	15.74
10 year	14.44	28.8	21.85	18.79
12 year	10.67	28.77	21.57	19.95
15 year	14.1	29.21	20.92

NIFTY MIDCAP150 QUALITY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.53	48.04	19.94	38.44
3 year	4.76	30.51	15.96	22.09
5 year	6.69	25.56	15.08	15.11
7 year	8.9	21.06	15.74	15.74
10 year	9.82	25.87	16.9	18.79
12 year	11.27	24.54	16.79	19.95
15 year	12.8	22.2	16.52

Rolling return for 1 year

- Average return: 38.44% - Median return: 43.22% - Average standard deviation: 6.13

Rolling return for 3 year

- Average return: 22.09% - Median return: 22.16% - Average standard deviation: 2.07

Rolling return for 5 year

- Average return: 15.11% - Median return: 14.38% - Average standard deviation: 1.05

Rolling return for 7 year

- Average return: 15.74% - Median return: 15.57% - Average standard deviation: 0.77

Rolling return for 10 year

- Average return: 18.79% - Median return: 19.08% - Average standard deviation: 0.52

Rolling return for 12 year

- Average return: 19.95% - Median return: 19.97% - Average standard deviation: 0.5

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	13,61,897	1,61,897	13.50
3 year	36,00,000	50,03,224	14,03,224	11.60
5 year	60,00,000	93,83,589	33,83,589	9.36
7 year	84,00,000	1,47,49,985	63,49,985	8.38
10 year	1,20,00,000	3,00,66,152	1,80,66,152	9.62
12 year	1,44,00,000	4,69,58,001	3,25,58,001	10.35

Comparison vs benchmark returns

Index

Metrics

NIFTY MIDCAP 50

Duration	Average return (%)	Fund's return (%)
1 year	7.22	13.5
3 year	13.59	11.6
5 year	11.3	9.36
7 year	8.65	8.38
10 year	7.39	9.62
12 year	7.54	10.35

NIFTY MIDCAP 100

Duration	Average return (%)	Fund's return (%)
1 year	7.65	13.5
3 year	13.24	11.6
5 year	10.8	9.36
7 year	8.13	8.38
10 year	7.91	9.62
12 year	7.98	10.35

NIFTY MIDCAP 150

Duration	Average return (%)	Fund's return (%)
1 year	7.28	13.5
3 year	12.91	11.6
5 year	11.21	9.36
7 year	9.03	8.38
10 year	8.85	9.62
12 year	8.76	10.35

NIFTY MIDCAP150 MOMENTUM 50

Duration	Average return (%)	Fund's return (%)
1 year	7.29	13.5
3 year	15.24	11.6
5 year	14.25	9.36
7 year	12.09	8.38
10 year	12.96	9.62
12 year	13.15	10.35

NIFTY MIDCAP150 QUALITY 50

Duration	Average return (%)	Fund's return (%)
1 year	6.09	13.5
3 year	7.31	11.6
5 year	8.18	9.36
7 year	7.92	8.38
10 year	9.34	9.62
12 year	9.44	10.35

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,61,897 - Absolute Returns: ₹1,61,897 - CAGR: 13.5%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹50,03,224 - Absolute Returns: ₹14,03,224 - CAGR: 11.6%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹93,83,589 - Absolute Returns: ₹33,83,589 - CAGR: 9.36%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,47,49,985 - Absolute Returns: ₹63,49,985 - CAGR: 8.38%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹3,00,66,152 - Absolute Returns: ₹1,80,66,152 - CAGR: 9.62%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹4,69,58,001 - Absolute Returns: ₹3,25,58,001 - CAGR: 10.35%