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: 1.77% As on (30-04-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 13,850.25 Cr As on 30-04-2026(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 |
169.485
0.64 (0.3789%)
14.92%
Benchmark: 15.59%
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 | 20.53 |
| Sharpe Ratio | 0.71 |
| Alpha | -0.79 |
| 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 | 2.17 | 3.53 | 17.83 | 19.53 | 15.27 |
| TRUSTMF SMALL CAP FUND -REGULAR PLAN-GROWTH | 04-11-2024 | 21.21 | - | - | - | - |
| Union Small Cap Fund - Regular Plan - Growth Option | 10-06-2014 | 18.45 | 11.83 | 20.93 | 19.13 | 16.2 |
| DSP Small Cap Fund - Regular - Growth | 15-06-2007 | 11.95 | 9.96 | 19.77 | 18.82 | 16.43 |
| BANK OF INDIA Small Cap Fund Regular Plan Growth | 12-12-2018 | 11.49 | 10.08 | 21.3 | 19.96 | - |
| Motilal Oswal Small Cap Fund - Regular - Growth | 01-12-2023 | 11.11 | 15.01 | - | - | - |
| Sundaram Small Cap Fund Regular Plan - Growth | 10-02-2005 | 10.95 | 10.34 | 20.39 | 19.18 | 14.8 |
| ITI Small Cap Fund - Regular Plan - Growth Option | 01-02-2020 | 10.28 | 10.27 | 25.7 | 17.35 | - |
| BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH | 08-02-2020 | 9.97 | 13.65 | 29.6 | 22.66 | - |
| Aditya Birla Sun Life Small Cap Fund - GROWTH | 31-05-2007 | 9.94 | 8.45 | 18.06 | 14.95 | 13.17 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of small cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
81.31%
Others
6.12%
Large Cap
7.48%
Mid Cap
5.09%
