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: 1.74% As on (30-06-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 13,995.27 Cr As on 30-06-2025(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 |
173.278
1.03 (0.5956%)
15.7%
Benchmark: 16.39%
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 | 16.75 |
| Sharpe Ratio | 1.34 |
| Alpha | 3.22 |
| 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 | -6.47 | 20.89 | 25.46 | 33.1 | 15.95 |
| Motilal Oswal Small Cap Fund - Regular - Growth | 01-12-2023 | 9.59 | - | - | - | - |
| BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH | 08-02-2020 | 7.43 | 36.0 | 31.84 | 34.79 | - |
| Invesco India Smallcap Fund - Regular Plan - Growth | 05-10-2018 | 5.76 | 27.59 | 27.08 | 32.56 | - |
| PGIM India Small Cap Fund - Regular Plan - Growth Option | 29-07-2021 | 4.28 | 17.6 | 15.67 | - | - |
| QUANTUM SMALL CAP FUND - REGULAR PLAN GROWTH OPTION | 05-11-2023 | 3.63 | - | - | - | - |
| DSP Small Cap Fund - Regular - Growth | 15-06-2007 | 3.31 | 20.17 | 22.47 | 31.31 | 16.95 |
| Axis Small Cap Fund - Regular Plan - Growth | 05-11-2013 | 2.88 | 20.74 | 21.26 | 29.5 | 18.29 |
| Sundaram Small Cap Fund Regular Plan - Growth | 10-02-2005 | 1.92 | 20.8 | 22.68 | 31.12 | 13.55 |
| HDFC Small Cap Fund - Growth Option | 02-04-2008 | 1.86 | 19.35 | 25.89 | 33.3 | 18.22 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of small cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
79.04%
Others
5.52%
Large Cap
5.94%
Mid Cap
9.46%
