ANALYSIS OF FRANKLIN PRIMA FUND

Chart Title
24.50%

24.00%

23.50%

24.20%
23.00%

22.50% 22.93%

22.00%
DIRECT GROWTH

INTERPRETATION

Comparing Direct and Growth plans of Prima fund we find that There is more returns in
direct as compared to growth.
01-Jan-13 -1000 333.18 3 01-Jan-13 -1000 333.18 3

01-Feb-13 -1000 327.84 3 01-Feb-13 -1000 327.68 3

01-Mar-13 -1000 310.31 3 01-Mar-13 -1000 310.01 3

01-Apr-13 -1000 308.93 3 01-Apr-13 -1000 308.47 3

01-May-13 -1000 312.58 3 01-May-13 -1000 311.96 3

01-Jun-13 -1000 323.44 3 01-Jun-13 -1000 322.61 3

01-Jul-13 -1000 316 3 01-Jul-13 -1000 315.02 3

01-Aug-13 -1000 301.72 3 01-Aug-13 -1000 300.58 3

01-Sep-13 -1000 286.56 3 01-Sep-13 -1000 285.29 4

01-Oct-13 -1000 307.42 3 01-Oct-13 -1000 305.85 3

01-Nov-13 -1000 334.21 3 01-Nov-13 -1000 332.45 3

01-Dec-13 -1000 345.86 3 01-Dec-13 -1000 343.59 3

01-Jan-14 -1000 358.56 3 01-Jan-14 -1000 335.95 3

01-Feb-14 -1000 341.76 3 01-Feb-14 -1000 339 3

01-Mar-14 -1000 358.45 3 01-Mar-14 -1000 335.3 3

01-Apr-14 -1000 395.97 3 01-Apr-14 -1000 392.27 3

01-May-14 -1000 406.42 2 01-May-14 -1000 402.43 2

01-Jun-14 -1000 467.34 2 01-Jun-14 -1000 462.53 2

01-Jul-14 -1000 504.98 2 01-Jul-14 -1000 499.49 2

01-Aug-14 -1000 505.36 2 01-Aug-14 -1000 499.6 2

01-Sep-14 -1000 542.95 2 01-Sep-14 -1000 535.97 2

01-Oct-14 -1000 556.89 2 01-Oct-14 -1000 548.87 2

01-Nov-14 -1000 585.48 2 01-Nov-14 -1000 576.07 2

01-Dec-14 -1000 618.62 2 01-Dec-14 -1000 607.92 2

01-Jan-15 -1000 646.2 2 01-Jan-15 -1000 634.25 2

01-Feb-15 -1000 678.32 1 01-Feb-15 -1000 664.97 2

01-Mar-15 -1000 694.81 1 01-Mar-15 -1000 680.44 1

01-Apr-15 -1000 687.95 1 01-Apr-15 -1000 672.96 1

01-May-15 -1000 668.69 1 01-May-15 -1000 653.26 2

01-Jun-15 -1000 684.39 1 01-Jun-15 -1000 667.82 1

01-Jul-15 -1000 687.02 1 01-Jul-15 -1000 669.53 1

01-Aug-15 -1000 707.75 1 01-Aug-15 -1000 688.92 1

01-Sep-15 -1000 659.7 2 01-Sep-15 -1000 641.51 2

01-Oct-15 -1000 672.09 1 01-Oct-15 -1000 652.65 2

01-Nov-15 -1000 685.44 1 01-Nov-15 -1000 665.02 2

01-Dec-15 -1000 693.3 1 01-Dec-15 -1000 672.08 1

01-Jan-16 -1000 692.35 1 01-Jan-16 -1000 670.51 1

01-Feb-16 -1000 661.17 2 01-Feb-16 -1000 639.82 2

01-Mar-16 -1000 634.31 2 01-Mar-16 -1000 605.83 2

01-Apr-16 -1000 673.58 1 01-Apr-16 -1000 650.8 2

01-May-16 -1000 699.08 1 01-May-16 -1000 674.88 1

01-Jun-16 -1000 725.43 1 01-Jun-16 -1000 699.76 1

01-Jul-16 -1000 762.41 1 01-Jul-16 -1000 734.83 1

01-Aug-16 -1000 795.94 1 01-Aug-16 -1000 766.47 1

01-Sep-16 -1000 819.68 1 01-Sep-16 -1000 788.68 1

01-Oct-16 -1000 830.52 1 01-Oct-16 -1000 798.41 1

01-Nov-16 -1000 840.9 1 01-Nov-16 -1000 807.74 1

01-Dec-16 -1000 772.8 1 01-Dec-16 -1000 741.71 1

01-Jan-17 -1000 766.98 1 01-Jan-17 -1000 735.48 1

01-Feb-17 -1000 827.89 1 01-Feb-17 -1000 793.24 1

01-Mar-17 -1000 856.28 1 01-Mar-17 -1000 819.79 1

01-Apr-17 -1000 904.37 1 01-Apr-17 -1000 865.03 1

01-May-17 -1000 938.43 1 01-May-17 -1000 896.87 1

01-Jun-17 -1000 934.74 1 01-Jun-17 -1000 892.56 1

01-Jul-17 -1000 932.74 1 01-Jul-17 -1000 889.87 1

01-Aug-17 -1000 963.36 1 01-Aug-17 -1000 918.35 1

01-Sep-17 -1000 960.62 1 01-Sep-17 -1000 914.87 1

01-Oct-17 -1000 962.01 1 01-Oct-17 -1000 915.51 1

01-Nov-17 -1000 1002.19 1 01-Nov-17 -1000 952.97 1

01-Dec-17 -1000 1019.52 1 01-Dec-17 -1000 968.57 1

01-Jan-18 -1000 1072.07 1 01-Jan-18 -1000 1017.53 1

01-Feb-18 -1000 1068.69 1 01-Feb-18 -1000 1013.37 1

01-Mar-18 -1000 1035.77 1 01-Mar-18 -1000 981.32 1

17-Apr-18 119602.3 1046.12 114 01-Apr-18 -1000 970.41 1

INSURANCES

TERM LIFE - A type of life insurance that will provide coverage at fixed rate for limited
time period for relevant term and after term ends coverage also ends and is not guaranteed
and person should obtain new term policy.
ASSUMPTIONS
 24 years of Age
 Non- smoker
 No major disease
 Income between 3 -5 lakhs
INTERPRETATION - HDFC AND MAX both are good with payout of 5 crores and one
needs to deposit 2559 monthly and 2596 for MAX insurance . The coverage period differs
between HDFC and MAX as HDFC has 64 years compared to MAX with 74 years of
coverage.