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: 1.7% As on (31-05-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 13,847.34 Cr As on 31-05-2026(Source:AMFI) |
| Turn over: 32.03% | Exit Load: 1% on or before 1Y |
179.7764
3.3 (1.8383%)
15.13%
Benchmark: 15.82%
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 | 1.59 | -0.75 | 16.54 | 17.3 | 15.06 |
| TrustMF Small Cap Fund -Regular Plan-Growth | 04-11-2024 | 24.47 | - | - | - | - |
| Union Small Cap Fund - Regular Plan - Growth Option | 10-06-2014 | 16.25 | 9.5 | 19.54 | 16.97 | 16.46 |
| Motilal Oswal Small Cap Fund - Regular - Growth | 01-12-2023 | 15.38 | 14.69 | - | - | - |
| Bank Of India Small Cap Fund Regular Plan Growth | 12-12-2018 | 15.05 | 7.91 | 21.68 | 18.85 | - |
| ITI Small Cap Fund - Regular Plan - Growth Option | 01-02-2020 | 13.09 | 7.72 | 25.22 | 15.93 | - |
| JM Small Cap Fund (Regular) - Growth Option | 27-06-2024 | 11.91 | 6.07 | - | - | - |
| Sundaram Small Cap Fund Regular Plan - Growth | 10-02-2005 | 11.49 | 8.1 | 19.34 | 17.4 | 14.69 |
| Invesco India Small Cap Fund - Regular Plan - Growth | 05-10-2018 | 11.42 | 10.6 | 24.13 | 19.81 | - |
| MahIndra Manulife Small Cap Fund - Regular Plan - Growth | 05-12-2022 | 10.64 | 3.56 | 22.05 | - | - |
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%
