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: 1.75% As on (31-12-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 13,238.4 Cr As on 31-12-2025(Source:AMFI) |
| Turn over: 27.21% | Exit Load: In respect of each purchase of Units - 1% if the Units are redeemed/switched-out within one year of allotment |
154.4291
0.59 (0.3822%)
14.63%
Benchmark: 15.32%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
The Fund seeks to provide long-term capital appreciation by investing predominantly in small cap companies
Current Asset Allocation (%)
Indicators
| Standard Deviation | 16.9 |
| Sharpe Ratio | 0.82 |
| Alpha | 0.96 |
| Beta | 0.81 |
| 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 | -2.2 | 2.15 | 18.5 | 20.81 | 15.21 |
| QUANTUM SMALL CAP FUND - REGULAR PLAN GROWTH OPTION | 05-11-2023 | 8.84 | 6.59 | - | - | - |
| TRUSTMF SMALL CAP FUND -REGULAR PLAN-GROWTH | 04-11-2024 | 7.68 | - | - | - | - |
| BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH | 08-02-2020 | 5.86 | 12.76 | 28.42 | 23.5 | - |
| Sundaram Small Cap Fund Regular Plan - Growth | 10-02-2005 | 5.35 | 5.99 | 18.7 | 20.97 | 14.07 |
| Union Small Cap Fund - Regular Plan - Growth Option | 10-06-2014 | 4.72 | 4.63 | 17.19 | 19.62 | 15.02 |
| PGIM India Small Cap Fund - Regular Plan - Growth Option | 29-07-2021 | 4.69 | 5.87 | 12.41 | - | - |
| HDFC Small Cap Fund - Growth Option | 02-04-2008 | 4.56 | 5.06 | 19.1 | 22.71 | 17.98 |
| Aditya Birla Sun Life Small Cap Fund - GROWTH | 31-05-2007 | 4.12 | 4.35 | 16.24 | 16.65 | 12.84 |
| Invesco India Smallcap Fund - Regular Plan - Growth | 05-10-2018 | 3.93 | 10.72 | 22.42 | 23.39 | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of small cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
86.6%
Others
2.78%
Large Cap
5.24%
Mid Cap
5.32%
Scheme Documents
There are no scheme documents available
