Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
Franklin Prima IDCW Payout (DP)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Mar
Top holdings
The Federal Bank Ltd
3.5%
Bharat Electronics Ltd
2.7%
Trent Ltd
2.7%
Call, Cash & Other Assets
2.7%
REC Ltd
2.6%
Cummins India Ltd
2.4%
ICICI Bank Ltd
2.3%
Deepak Nitrite Ltd
2.2%
Hindustan Aeronautics Ltd Ordinary Shares
2.2%
Equitas Small Finance Bank Ltd Ordinary Shares
2.2%
Top industry exposure
Financial Services
21.4%
Consumer Cyclical
17.7%
Industrials
16.3%
Basic Materials
13.1%
Healthcare
8.5%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
21%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
The investment objective of Prima Fund is to provide medium to longterm capital appreciation as a primary objective and income as a secondary objective.