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 (30-08-2026)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 14,746.08 Cr As on 31-08-2026(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

176.3764

14.86%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
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vs
Nifty Smallcap 250 TRI
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Gold
-
PPF
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Returns Type:
of  : 
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 19.94
Sharpe Ratio 0.44
Alpha -2.11
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 4.43 -2.87 12.3 14.53 13.98
TrustMF Small Cap Fund -Regular Plan-Growth 04-11-2024 28.95 - - - -
Bank Of India Small Cap Fund Regular Plan Growth 12-12-2018 26.13 7.82 20.96 18.28 -
Union Small Cap Fund - Regular Plan - Growth Option 10-06-2014 20.77 7.8 16.54 16.06 16.18
Motilal Oswal Small Cap Fund - Regular - Growth 01-12-2023 20.51 10.17 - - -
ITI Small Cap Fund - Regular Plan - Growth Option 01-02-2020 20.05 7.37 23.37 17.16 -
Aditya Birla Sun Life Small Cap Fund - Growth 31-05-2007 17.98 4.06 15.0 12.76 12.28
DSP Small Cap Fund - Regular - Growth 15-06-2007 17.64 6.36 17.16 17.02 16.03
Mahindra Manulife Small Cap Fund - Regular Plan - Growth 05-12-2022 16.63 2.79 19.3 - -
Bajaj FInserv Small Cap Fund - Regular - Growth 27-06-2025 15.96 - - - -

Scheme Characteristics

Minimum investment in equity & equity related instruments of small cap companies - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

84.11%

Others

3.0%

Large Cap

8.55%

Mid Cap

4.34%

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