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	65.77	27.85	38.44
3 year	11.28	45.45	27.04	22.09
5 year	2.1	39.21	17.39	15.11
7 year	4.3	21.04	14.32	15.74
10 year	0.52	21.2	10.89	18.79
12 year	0.21	19.63	10.67	19.95
15 year	4.97	19.36	10.46

NIFTY MIDCAP 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.33	65.59	29.29	38.44
3 year	11.11	42.73	26.36	22.09
5 year	0.33	37.55	15.88	15.11
7 year	4.52	19.53	13.82	15.74
10 year	3.36	21.04	13.39	18.79
12 year	3.48	19.67	13.16	19.95
15 year	7.73	20.72	13.14

NIFTY MIDCAP 150

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-9.16	63.69	25.45	38.44
3 year	13.61	42.26	26.48	22.09
5 year	4.41	36.78	18.12	15.11
7 year	7.26	20.87	16.06	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	84	34.98	38.44
3 year	14.52	45.86	31.83	22.09
5 year	8.28	40.38	23.11	15.11
7 year	14.14	28.21	22.09	15.74
10 year	14.44	28.8	21.87	18.79
12 year	10.67	28.77	21.53	19.95
15 year	14.1	29.21	20.89

NIFTY MIDCAP150 QUALITY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.53	48.04	21.81	38.44
3 year	4.76	30.51	15.88	22.09
5 year	6.69	25.56	14.86	15.11
7 year	8.9	21.06	15.78	15.74
10 year	9.82	25.87	16.94	18.79
12 year	11.27	24.54	16.77	19.95
15 year	12.8	22.2	16.54

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	8.02	13.5
3 year	13.52	11.6
5 year	11.1	9.36
7 year	8.58	8.38
10 year	7.33	9.62
12 year	7.49	10.35

NIFTY MIDCAP 100

Duration	Average return (%)	Fund's return (%)
1 year	8.45	13.5
3 year	13.17	11.6
5 year	10.58	9.36
7 year	8.06	8.38
10 year	7.88	9.62
12 year	7.95	10.35

NIFTY MIDCAP 150

Duration	Average return (%)	Fund's return (%)
1 year	7.14	13.5
3 year	12.89	11.6
5 year	11.21	9.36
7 year	9.03	8.38
10 year	8.85	9.62
12 year	8.75	10.35

NIFTY MIDCAP150 MOMENTUM 50

Duration	Average return (%)	Fund's return (%)
1 year	9.06	13.5
3 year	15.28	11.6
5 year	14.09	9.36
7 year	12.08	8.38
10 year	12.95	9.62
12 year	13.14	10.35

NIFTY MIDCAP150 QUALITY 50

Duration	Average return (%)	Fund's return (%)
1 year	6.82	13.5
3 year	7.27	11.6
5 year	8.09	9.36
7 year	7.95	8.38
10 year	9.36	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%