franklinindia_prima_factsheet.pdf - Report as of 15 May 2019 Franklin India Prima Fund Growth Morningstar® Category Mid-Cap Morningstar® Benchmark S&P

franklinindia_prima_factsheet.pdf - Report as of 15 May...

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Report as of 15 May 2019 Franklin India Prima Fund Growth Morningstar® Category Mid-Cap Morningstar® Benchmark S&P BSE Midcap TR INR Used throughout report Fund Benchmark IISL Nifty Midcap 150 TR INR Morningstar Rating™ QQQQ Investment 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. Performance 5,000 10,000 15,000 20,000 25,000 30,000 2014 2015 2016 2017 2018 2019-04 78.14 6.81 8.45 39.70 -9.39 2.19 Fund 56.91 8.72 9.28 49.90 -12.53 -3.37 Benchmark 76.79 9.21 5.42 47.90 -11.99 0.01 Category Risk Measures 3Y Alpha 1.89 3Y Beta 0.77 3Y R-Squared 90.93 3Y Info Ratio 0.06 3Y Tracking Error 5.72 3Y Sharpe Ratio 0.64 3Y Std Dev 13.74 3Y Risk Low 5Y Risk Low 10Y Risk bel avg Calculations use S&P BSE Midcap TR INR (where applicable) Trailing Returns % Fund Bmark Cat 3 Months 2.80 0.92 2.44 6 Months 1.35 -4.27 -1.38 1 Year -8.69 -11.39 -10.59 3 Years Annualised 9.85 9.53 9.20 5 Years Annualised 16.45 14.33 14.33 Quarterly Returns % Q1 Q2 Q3 Q4 2019 5.05 - - - 2018 -6.31 -2.47 -4.22 3.52 2017 17.34 2.78 2.98 12.48 2016 -3.66 12.39 7.35 -6.69 2015 4.76 -0.06 -1.12 3.17 Portfolio 30/04/2019 Asset Allocation % Net Stocks 95.49 Bonds 0.00 Cash 4.51 Other 0.00 Equity Style Box™
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  • Spring '13
  • Dr. Macharia Mwangi

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