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 Reinvest (DR)
₹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 May
Top holdings
Call, Cash & Other Assets
4.3%
The Federal Bank Ltd
3.6%
APL Apollo Tubes Ltd
2.2%
Bharti Hexacom Ltd
2.1%
Max Financial Services Ltd
2.1%
JK Cement Ltd
2.0%
Max Healthcare Institute Ltd Ordinary Shares
2.0%
Prestige Estates Projects Ltd
1.9%
HDFC Bank Ltd
1.9%
Cummins India Ltd
1.9%
Top industry exposure
Financial Services
19.4%
Consumer Cyclical
17.9%
Basic Materials
14.0%
Industrials
12.2%
Healthcare
10.3%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
23%
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.