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: 13.08%.

Franklin Templeton

Franklin India Prima Plus-Growth

Latest NAV

₹1,536.7826

As of

3 Jun 2026

4,960 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	-0.15%	+0.05%	-0.20	64 / 75	Q4
1W	-2.01%	-0.62%	-1.38	67 / 74	Q4
2W	-0.13%	-0.08%	-0.04	41 / 73	Q3
1M	-2.15%	+0.11%	-2.26	66 / 72	Q4
3M	-2.95%	+3.35%	-6.29	61 / 71	Q4
6M	-7.67%	+5.50%	-13.17	64 / 71	Q4
YTD	-8.07%	+2.11%	-10.18	63 / 71	Q4
1Y	-4.84%	+14.43%	-19.27	56 / 65	Q4
2Y	+0.94%	+8.46%	-7.53	50 / 61	Q4
3Y	+13.83%	+11.40%	+2.43	18 / 55	Q2
4Y	+14.16%	+10.74%	+3.42	9 / 35	Q2
5Y	+13.08%	+10.52%	+2.56	10 / 33	Q2
7Y	+14.36%	+11.08%	+3.28	5 / 28	Q1
10Y	+12.93%	+10.41%	+2.51	9 / 28	Q2
Inception	+13.65%	+8.97%	+4.68	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	-8.07%	-5.78%	-2.29	21 / 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

+17.12%

234 windows

min -48.5% · max 87.1%

80% positive

3-Year rolling

+14.89%

210 windows

min -8.9% · max 31.6%

96% positive

5-Year rolling

+14.68%

185 windows

min -2.6% · max 28.4%

99% positive

7-Year rolling

+14.25%

161 windows

min 7.7% · max 22.9%

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

12.77%

3-year · annualised

Sharpe ratio

0.59

vs risk-free 6.5%

Sortino ratio

0.95

Downside-only deviation

Max drawdown

-16.66%

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 Flexi Cap Fund

Scheme	Fund house	NAV	As of
HDFC Equity Fund - Dividend Option	HDFC	₹69.5210	3 Jun 2026
SBI Magnum Multicap Fund - Dividend Option	SBI	₹46.7401	2 Jun 2026
ICICI Prudential Flexicap Fund - Growth	ICICI Prudential	₹18.7300	3 Jun 2026
Franklin India Prima Plus-Dividend	Franklin Templeton	₹59.4625	3 Jun 2026
Kotak Flexicap Fund - Growth	Kotak	₹82.5560	3 Jun 2026
HSBC India Opportunities Fund - Dividend	HSBC	₹41.1496	3 Jun 2026
Canara Robeco Equity Diversified-Growth	Canara Robeco	₹324.7600	3 Jun 2026
UTI - Equity Fund-Growth Option	UTI	₹293.6969	3 Jun 2026
Birla Sun Life Equity Fund-Plan A(Dividend)	Birla Sun Life	₹158.0200	3 Jun 2026
Escorts Power & Energy Fund - Dividend Option	Escorts	₹75.7334	3 Jun 2026

Recent NAVs

Date	NAV
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
22 May 2026	₹1,547.1419
21 May 2026	₹1,541.5986
20 May 2026	₹1,538.7185

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 03 Jun 2026, the NAV of Franklin India Prima Plus-Growth is ₹1,536.7826. 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 -4.84% — -19.27 pp behind the Flexi Cap Fund category average of 14.43%. The fund ranks #56 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 13.83% — +2.43 pp ahead of the Flexi Cap Fund category average of 11.40%. 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 13.08% — +2.56 pp ahead of the Flexi Cap Fund category average of 10.52%. 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 ₹337,246 today — a multiplier of 3.37×, based on the 10-year CAGR of 12.93%. The category average over the same window would have grown ₹1 lakh to ₹269,323.

A ₹10,000 monthly SIP in Franklin India Prima Plus-Growth over the last 5 years — total invested ₹600,000 — would be worth ₹769,978 today. That's an XIRR (money-weighted annualised return) of 9.91%.

A ₹10,000 monthly SIP for 10 years in Franklin India Prima Plus-Growth = ₹1,200,000 invested. It would currently be worth ₹2,431,317 (multiplier 2.03×). XIRR: 13.53%. 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 10.52%; this fund delivered 13.08%.

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 14.68% (best 28.44%, worst -2.59%). 99% of rolling windows ended positive. The 5-year Sharpe ratio is 0.50 — reasonable 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: 13.08%.

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