NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹97.07
-4.53%
NAV as on 20 Jan 25, 12:00 AM
very high risk
mid cap
equity
NAV as on 20 Jan 25, 12:00 AM
very high risk
mid cap
equity
32.33%p.a.
Last 1Y
22.49%p.a.
Last 3Y
22.66%p.a.
Last 5Y
19.67%p.a.
Since Inception
About Franklin India Prima Fund Rnvstmnt of Inc Dist cum Cap Wdrl for NRIs
NRIs can achieve long-term capital appreciation by investing in the Franklin India Prima Fund Rnvstmnt of Inc Dist cum Cap Wdrl scheme from Franklin Templeton Asst Mgmt(IND)Pvt Ltd. It is a Mid-Cap mutual fund scheme that predominantly invests in Mid-Cap stocks of companies. Launched on Dec 1993, Franklin India Prima Fund Rnvstmnt of Inc Dist cum Cap Wdrl is Mid-Cap fund of its category with 12,441.49 Cr fund under management as on Jan 2025. The expense ratio of this fund is less than that of most other Fund category Mid-Cap funds.
- Franklin India Prima Fund Rnvstmnt of Inc Dist cum Cap Wdrl delivered 32.3% annual returns during the last year. It has delivered 19.7% average annual returns since the fund was launched.
- Franklin India Prima Fund Rnvstmnt of Inc Dist cum Cap Wdrl scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund 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.
Top 10 Holdings
The Federal Bank Ltd
3.97%
Deepak Nitrite Ltd
2.41%
Mphasis Ltd
2.33%
Coromandel International Ltd
2.24%
Persistent Systems Ltd
2.21%
Prestige Estates Projects Ltd
2.16%
PB Fintech Ltd
2.13%
Crompton Greaves Consumer Electricals Ltd
2.10%
Dixon Technologies (India) Ltd
2.08%
Ipca Laboratories Ltd
2.04%
Fund Managers
- R. Janakiraman (Feb 2011 - Present)
- Sandeep Manam (Oct 2021 - Present)
- Akhil Kalluri (Feb 2022 - Present)
Key Information
View Scheme Document
Franklin India Prima Fund Rnvstmnt of Inc Dist cum Cap Wdrl SIP Calculator
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NRI Mutual Fund Tax on Franklin India Prima Fund Rnvstmnt of Inc Dist cum Cap Wdrl
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Franklin India Prima Fund Rnvstmnt of Inc Dist cum Cap Wdrl?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Franklin India Prima Fund Rnvstmnt of Inc Dist cum Cap Wdrl
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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