Inception: December 1993
Assets under Management: Rs1817 crore at the end of June 2014
Fund Manager: R Janakiraman and Roshi jain
Analysis
• Franklin India Prima Fund- The focuses on mid cap stocks and has been one of the oldest such funds in the country. At the end of December 2012 the highest exposure of the funds was to the banking sector with a share of 20 per cent. Pharma, finance, chemicals and consumer non durables were some of the other areas with a significant share. Pidilite Industries had the highest exposure in the portfolio with the share at above 5 per cent. Some of the other top holdings included Federal Bank, Indusind Bank, Yes Bank, M&M finance, IPCA Labs, Torrent Pharma and Cadila Healthcare. The fund had a portfolio turnover ratio of 46 per cent. The CNX 500 was the benchmark index for the fund and it was an outperformer over the one and three year time periods.
• There was not much change in the exposure of the top sector by the end of May 2013. Banks continued to lead the way with a 21 per cent share of the portfolio. Pharma, industrial products and finance were some of the other leading sectors present. Indisind bank and Pidilite had the highest exposure in the portfolio with a share of nearly 6 per cent. Amara Raja batteries, Yes Bank, Federal Bank, M&M Finance, IPCA Labs and Torrent Pharma were some of the other leading stocks. The portfolio turnover ratio was steady and the fund was an outperformer over the one and three year periods ended March 2013.
• Six months later there was a change in the position on the portfolio front as the share of banks came down to 15 per cent and industrial products rose to 12 per cent. Pharma and chemicals were two other sectors with a significant share. Pidilite Industries was the top holding in the portfolio. Amara Raja batteries, Yes Bank, Federal Bank, Torrent Pharma, Finolex cable and Mindtree were some other leading holdings. The portfolio ratio rose to 48 per cent and the fund was an outperformer over the one and three year time periods ended September 2013.
• Banks continued to be the top sector at the end of June 2014 with a share of 17 per cent. Industrial products, software and finance were some of the other leading sectors present in the portfolio. Finolex Cables was the top holding in the portfolio. Yes Bank. Amara Raja Batteries, Federal Bank, Indusind Bank, Pidilite Industries, Sundaram Finance, Torrent Pharma and Mindtree were some of the other leading holdings. The portfolio turnover ratio had dropped to 37 per cent. The fund was an outperformer over the one and three year time periods.
• Investors looking for an exposure to the mid cap space can consider this fund as a part of their portfolio. This is suitable for conservative investors who have an outlook of more than 3 years for their investment.
Anda sedang membaca artikel tentang
Franklin India Prima Fund: Review
Dengan url
http://untukkesehatanda.blogspot.com/2014/07/franklin-india-prima-fund-review.html
Anda boleh menyebar luaskannya atau mengcopy paste-nya
Franklin India Prima Fund: Review
namun jangan lupa untuk meletakkan link
Franklin India Prima Fund: Review
sebagai sumbernya
0 komentar:
Posting Komentar