FranklIn India Small Cap Fund-Growth
(Erstwhile Franklin India Smaller Companies Fund-Growth)
Fund House: Franklin Templeton Mutual Fund| Category: Equity: Small Cap |
| Launch Date: 13-01-2006 |
| Asset Class: Equity |
| Benchmark: Nifty Smallcap 250 TRI |
| TER: 1.85% As on (30-06-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 14,336.42 Cr As on 30-06-2026(Source:AMFI) |
| Turn over: 32.03% | Exit Load: In respect of each purchase of Units - 1% if the Units are redeemed/switched-out within one year of allotment |
175.0091
-0.21 (-0.1217%)
14.95%
Benchmark: 15.71%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
Nifty Smallcap 250 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
8 Years 1 Months
9 Years 6 Months
11 Years 2 Months
17 Years 3 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The Fund seeks to provide long-term capital appreciation by investing predominantly in small cap companies
Current Asset Allocation (%)
Indicators
| Standard Deviation | 20.37 |
| Sharpe Ratio | 0.6 |
| Alpha | -1.8 |
| Beta | 0.88 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| FranklIn India Small Cap Fund-Growth | 13-01-2006 | -0.87 | -2.02 | 14.52 | 16.13 | 14.46 |
| TrustMF Small Cap Fund -Regular Plan-Growth | 04-11-2024 | 22.56 | - | - | - | - |
| Union Small Cap Fund - Regular Plan - Growth Option | 10-06-2014 | 14.45 | 8.28 | 17.37 | 15.74 | 15.97 |
| Bank Of India Small Cap Fund Regular Plan Growth | 12-12-2018 | 13.54 | 7.76 | 20.81 | 17.92 | - |
| Motilal Oswal Small Cap Fund - Regular - Growth | 01-12-2023 | 13.37 | 13.22 | - | - | - |
| JM Small Cap Fund (Regular) - Growth Option | 27-06-2024 | 9.98 | 4.82 | - | - | - |
| ITI Small Cap Fund - Regular Plan - Growth Option | 01-02-2020 | 9.73 | 6.99 | 23.42 | 15.08 | - |
| DSP Small Cap Fund - Regular - Growth | 15-06-2007 | 8.26 | 6.83 | 16.79 | 16.92 | 16.24 |
| MahIndra Manulife Small Cap Fund - Regular Plan - Growth | 05-12-2022 | 7.92 | 2.96 | 20.19 | - | - |
| Aditya Birla Sun Life Small Cap Fund - Growth | 31-05-2007 | 7.53 | 3.12 | 15.09 | 12.34 | 12.62 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of small cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
80.75%
Others
3.86%
Large Cap
8.45%
Mid Cap
6.94%
