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Franklin India Prima Fund-Dividend

Ranked 24 out of 65 in - India over 12 months
All calculations are in USD unless stated

Objective

The investment objective of Prima Fund is to provide medium to long term capital appreciation as a primary objective and income as a secondary objective.Under normal market circumstances, the investment range would be as follows:Equities above 60%, Debt upto 40% and Money Market Instrument upto 15%.

Showing fund performance in Bahrain View performance globally

Performance

India over : 30/11/2016 - 30/11/2017
  • Rank 24/65 Total Return
  • Rank 36/65 Standard Deviation
  • Rank 14/65 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 22.6% 3.3% 1.9%
2016 5.7% -3.8% 10.3% 8.8% -8.5%
2015 1.9% 5.7% -1.8% -4.1% 2.4%
2014 74.6% 14.7% 25.5% 7.7% 12.6%
2013 -4.9% -6.9% -6.3% -7.8% 18.3%
2012 40.0% 22.8% -10.5% 18.4% 7.5%
2011 -34.4% -8.6% 2.0% -16.1% -16.0%
2010 23.8% 7.8% -0.5% 17.8% -2.0%
2009 117.2% -10.7% 68.1% 24.3% 16.4%
2008 -69.6% -35.6% -24.2% -12.4% -29.0%
2007 65.8% -11.4% 29.8% 11.2% 29.7%
2006 9.5% 14.3% -20.3% -0.4% 20.8%
2005 52.9% 2.9% 8.6% 27.7% 7.2%
2004 43.2% -5.6% -8.3% 20.5% 37.3%
2003 191.2% -3.4% 51.1% 28.4% 55.3%
2002 46.7% 29.9% 10.9% -6.9% 9.3%
2001 -1.7% -7.4% -4.8% -16.6% 33.8%
2000 -48.6% -13.2% -29.4% -8.4% -8.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Bahrain
  2. India

Fund Info

  • Launch date12/11/1999
  • Share Class size13,995Mn
  • Base currencyINR
  • ISIN INF090I01726

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).