Should I invest in Franklin India Prima Plus?

We don't give personal investment advice. Franklin India Prima Plus-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: 18.0%. 5-year CAGR: 12.72%.

Franklin Templeton

Franklin India Prima Plus-Growth

Latest NAV

₹1,517.9863

As of

8 Jun 2026

4,963 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%	+0.02%	-0.02	28 / 75	Q2
1W	-1.13%	-0.29%	-0.84	67 / 74	Q4
2W	-3.21%	-0.44%	-2.77	69 / 73	Q4
1M	-3.99%	-0.45%	-3.53	71 / 72	Q4
3M	-2.19%	+3.88%	-6.07	62 / 71	Q4
6M	-8.14%	+5.48%	-13.62	64 / 71	Q4
YTD	-9.19%	+2.06%	-11.25	65 / 71	Q4
1Y	-8.10%	+14.00%	-22.10	62 / 65	Q4
2Y	+0.53%	+8.94%	-8.40	53 / 61	Q4
3Y	+13.22%	+11.30%	+1.92	18 / 55	Q2
4Y	+14.16%	+10.82%	+3.35	9 / 35	Q2
5Y	+12.72%	+10.40%	+2.32	10 / 33	Q2
7Y	+14.31%	+11.24%	+3.06	6 / 28	Q1
10Y	+12.79%	+10.34%	+2.45	9 / 28	Q2
Inception	+13.57%	+8.97%	+4.60	13 / 75	Q1

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	-9.19%	-5.91%	-3.28	23 / 27
2025	+2.88%	+2.13%	+0.75	10 / 27
2024	+21.57%	+17.60%	+3.97	5 / 27
2023	+30.56%	+25.30%	+5.26	4 / 27
2022	+5.34%	+0.84%	+4.51	8 / 32
2021	+39.58%	+25.14%	+14.44	3 / 46
2020	+15.75%	+13.07%	+2.67	14 / 50
2019	+3.15%	+4.14%	-0.99	38 / 61
2018	-3.79%	-7.56%	+3.77	11 / 36
2017	+29.61%	+31.98%	-2.37	22 / 36
2016	+4.48%	+1.09%	+3.39	13 / 38

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

+17.09%

234 windows

min -49.2% · max 100.2%

81% positive

3-Year rolling

+14.99%

210 windows

min -5.9% · max 31.7%

97% positive

5-Year rolling

+14.70%

186 windows

min -0.5% · max 29.2%

99% positive

7-Year rolling

+14.27%

161 windows

min 8.9% · max 22.7%

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

11.80%

3-year · annualised

Sharpe ratio

0.57

vs risk-free 6.5%

Sortino ratio

0.97

Downside-only deviation

Max drawdown

-16.66%

Sep 2024 → Feb 2025

% positive months

66.7%

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 Flexi Cap Fund

Scheme	Fund house	NAV	As of
HDFC Equity Fund - Dividend Option	HDFC	₹69.1080	8 Jun 2026
SBI Magnum Multicap Fund - Dividend Option	SBI	₹46.7382	5 Jun 2026
ICICI Prudential Flexicap Fund - Growth	ICICI Prudential	₹18.5400	8 Jun 2026
Franklin India Prima Plus-Dividend	Franklin Templeton	₹58.7352	8 Jun 2026
Kotak Flexicap Fund - Growth	Kotak	₹81.6640	8 Jun 2026
HSBC India Opportunities Fund - Dividend	HSBC	₹40.4287	8 Jun 2026
Canara Robeco Equity Diversified-Growth	Canara Robeco	₹321.3500	8 Jun 2026
UTI - Equity Fund-Growth Option	UTI	₹292.5903	8 Jun 2026
Birla Sun Life Equity Fund-Plan A(Dividend)	Birla Sun Life	₹155.9100	8 Jun 2026
Escorts Power & Energy Fund - Dividend Option	Escorts	₹75.1037	8 Jun 2026

Recent NAVs

Date	NAV
8 Jun 2026	₹1,517.9863
5 Jun 2026	₹1,535.8721
4 Jun 2026	₹1,537.7908
3 Jun 2026	₹1,536.7826
2 Jun 2026	₹1,539.0647
1 Jun 2026	₹1,535.4108
29 May 2026	₹1,549.0800
27 May 2026	₹1,568.2449
26 May 2026	₹1,563.0531
25 May 2026	₹1,568.2957

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 Plus-Growth is ₹1,517.9863. It's a Flexi 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 Plus-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 Plus-Growth is managed by Franklin Templeton. It's classified by AMFI under the 'Flexi Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Franklin India Prima Plus-Growth has delivered a absolute return of -8.10% — -22.1 pp behind the Flexi Cap Fund category average of 14.00%. The fund ranks #62 of 65 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Franklin India Prima Plus-Growth has delivered a CAGR of 13.22% — +1.92 pp ahead of the Flexi Cap Fund category average of 11.30%. The fund ranks #18 of 55 in its category — the second (Q2) quartile.

Over the trailing 5-year window, Franklin India Prima Plus-Growth has delivered a CAGR of 12.72% — +2.32 pp ahead of the Flexi Cap Fund category average of 10.40%. The fund ranks #10 of 33 in its category — the second (Q2) quartile.

₹1 lakh invested in Franklin India Prima Plus-Growth exactly 10 years ago would be worth approximately ₹333,077 today — a multiplier of 3.33×, based on the 10-year CAGR of 12.79%. The category average over the same window would have grown ₹1 lakh to ₹267,453.

A ₹10,000 monthly SIP in Franklin India Prima Plus-Growth over the last 5 years — total invested ₹600,000 — would be worth ₹759,013 today. That's an XIRR (money-weighted annualised return) of 9.33%.

A ₹10,000 monthly SIP for 10 years in Franklin India Prima Plus-Growth = ₹1,200,000 invested. It would currently be worth ₹2,393,404 (multiplier 1.99×). XIRR: 13.23%. 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 Plus-Growth ranks #10 out of 33 funds in the Flexi Cap Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 10.40%; this fund delivered 12.72%.

The worst peak-to-trough decline Franklin India Prima Plus-Growth has experienced over the last 5-year window is 18.01% — its NAV fell from a high on 09 Nov 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 Plus-Growth averaged 14.70% (best 29.17%, worst -0.52%). 99% of rolling windows ended positive. The 5-year Sharpe ratio is 0.46 — weak risk-adjusted performance.

In calendar year 2025, Franklin India Prima Plus-Growth returned 2.88% — beating the Flexi Cap Fund category average of 2.13% by 0.75 pp. It ranked #10 of 27 in its category that year.

Franklin India Prima Plus-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 Plus-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: 18.0%. 5-year CAGR: 12.72%.

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