Should I invest in Franklin India Prima Fund?

We don't give personal investment advice. Franklin India Prima Fund-Growth is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 24.3%. 5-year CAGR: 14.01%.

Franklin Templeton

Franklin India Prima Fund-Growth

Latest NAV

₹2,625.3562

As of

8 Jun 2026

4,962 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.00%	+0.03%	-0.03	16 / 27	Q3
1W	-0.83%	-0.84%	+0.01	12 / 27	Q2
2W	-2.91%	-1.21%	-1.71	23 / 27	Q4
1M	-4.25%	-2.11%	-2.14	23 / 27	Q4
3M	+2.50%	+4.18%	-1.67	20 / 27	Q3
6M	-4.97%	-1.05%	-3.92	23 / 27	Q4
YTD	-6.62%	-1.86%	-4.76	25 / 27	Q4
1Y	-5.32%	+0.08%	-5.40	24 / 27	Q4
2Y	+3.02%	+4.16%	-1.14	14 / 27	Q3
3Y	+17.11%	+16.22%	+0.89	11 / 27	Q2
4Y	+18.95%	+16.73%	+2.22	9 / 27	Q2
5Y	+14.01%	+14.24%	-0.23	17 / 27	Q3
7Y	+15.43%	+16.11%	-0.68	18 / 27	Q3
10Y	+13.94%	+13.11%	+0.83	13 / 27	Q2
Inception	+13.55%	+10.89%	+2.65	11 / 27	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-6.62%	-1.86%	-4.76	25 / 27
2025	+1.31%	+0.65%	+0.65	13 / 27
2024	+31.52%	+23.63%	+7.89	5 / 27
2023	+36.32%	+35.07%	+1.26	11 / 27
2022	+2.17%	+2.50%	-0.33	14 / 27
2021	+31.47%	+38.76%	-7.29	23 / 27
2020	+17.52%	+20.23%	-2.71	18 / 27
2019	+3.39%	-0.75%	+4.14	6 / 27
2018	-8.87%	-14.09%	+5.22	6 / 27
2017	+38.35%	+36.02%	+2.33	13 / 27
2016	+7.59%	+0.99%	+6.60	4 / 27

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+19.04%

234 windows

min -62.6% · max 147.5%

78% positive

3-Year rolling

+16.43%

210 windows

min -16.2% · max 40.5%

95% positive

5-Year rolling

+16.35%

186 windows

min 1.0% · max 29.9%

100% positive

7-Year rolling

+16.29%

161 windows

min 6.0% · max 29.7%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

14.76%

3-year · annualised

Sharpe ratio

0.71

vs risk-free 6.5%

Sortino ratio

1.26

Downside-only deviation

Max drawdown

-18.59%

Sep 2024 → Feb 2025

% positive months

63.9%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Mid Cap Fund

Scheme	Fund house	NAV	As of
HDFC MID-CAP OPPORTUNITIES FUND - Dividend Option	HDFC	₹49.3920	8 Jun 2026
SBI Magnum MIDCAP FUND - DIVIDEND	SBI	₹93.7251	8 Jun 2026
ICICI Prudential Emerging Star Fund-Dividend	ICICI Prudential	₹42.0400	8 Jun 2026
Franklin India Prima Fund-Dividend	Franklin Templeton	₹89.1331	8 Jun 2026
Kotak Emerging Equity Scheme - Dividend	Kotak Mahindra	₹75.3280	8 Jun 2026
UTI Mid Cap Fund-Growth Option	UTI	₹293.4262	8 Jun 2026
Birla Sun Life MIDCAP Fund-Plan A (Dividend)	Birla Sun Life	₹55.2000	8 Jun 2026
Escorts Opportunities Fund-Dividend	Escorts	₹76.0348	8 Jun 2026
Reliance Growth Fund-Dividend Plan-(D)	Reliance	₹115.2300	8 Jun 2026
Religare Mid Cap Fund - Dividend Option	Religare	₹56.3700	8 Jun 2026

Recent NAVs

Date	NAV
8 Jun 2026	₹2,625.3562
5 Jun 2026	₹2,662.5734
4 Jun 2026	₹2,661.0508
3 Jun 2026	₹2,651.2079
2 Jun 2026	₹2,658.2907
1 Jun 2026	₹2,647.2700
29 May 2026	₹2,682.0789
27 May 2026	₹2,714.0552
26 May 2026	₹2,702.2333
25 May 2026	₹2,704.0593

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 08 Jun 2026, the NAV of Franklin India Prima Fund-Growth is ₹2,625.3562. It's a Mid Cap Fund from Franklin Templeton, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Franklin India Prima Fund-Growth has NAV history starting from 03 Apr 2006, a track record of about 20 years 2 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Franklin India Prima Fund-Growth is managed by Franklin Templeton. It's classified by AMFI under the 'Mid Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Franklin India Prima Fund-Growth has delivered a absolute return of -5.32% — -5.4 pp behind the Mid Cap Fund category average of 0.08%. The fund ranks #24 of 27 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Franklin India Prima Fund-Growth has delivered a CAGR of 17.11% — +0.89 pp ahead of the Mid Cap Fund category average of 16.22%. The fund ranks #11 of 27 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Franklin India Prima Fund-Growth has delivered a CAGR of 14.01% — -0.23 pp behind the Mid Cap Fund category average of 14.24%. The fund ranks #17 of 27 in its category — the third (Q3) quartile.

₹1 lakh invested in Franklin India Prima Fund-Growth exactly 10 years ago would be worth approximately ₹368,630 today — a multiplier of 3.69×, based on the 10-year CAGR of 13.94%. The category average over the same window would have grown ₹1 lakh to ₹342,688.

A ₹10,000 monthly SIP in Franklin India Prima Fund-Growth over the last 5 years — total invested ₹600,000 — would be worth ₹824,767 today. That's an XIRR (money-weighted annualised return) of 12.67%.

A ₹10,000 monthly SIP for 10 years in Franklin India Prima Fund-Growth = ₹1,200,000 invested. It would currently be worth ₹2,555,667 (multiplier 2.13×). XIRR: 14.46%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Franklin India Prima Fund-Growth ranks #17 out of 27 funds in the Mid Cap Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 14.24%; this fund delivered 14.01%.

The worst peak-to-trough decline Franklin India Prima Fund-Growth has experienced over the last 5-year window is 24.29% — its NAV fell from a high on 18 Oct 2021 to a low on 20 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Franklin India Prima Fund-Growth averaged 16.35% (best 29.93%, worst 0.97%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.49 — weak risk-adjusted performance.

In calendar year 2025, Franklin India Prima Fund-Growth returned 1.31% — beating the Mid Cap Fund category average of 0.65% by 0.65 pp. It ranked #13 of 27 in its category that year.

Franklin India Prima Fund-Growth is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Franklin India Prima Fund-Growth is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 24.3%. 5-year CAGR: 14.01%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.