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 (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 11,969.61 Cr As on 31-03-2025(Source:AMFI) |
| Turn over: 27.21% | Exit Load: Exit load of 1% if redeemed within 1 year. |
159.8729
0.62 (0.3909%)
15.44%
Benchmark: 16.02%
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 scheme aims to provide long-term capital appreciation by investing in mid and small cap companies. Normally, it would invest atleast 75 per cent of its assets in smaller companies.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 17.58 |
| Sharpe Ratio | 0.7 |
| Alpha | 3.52 |
| 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 Smaller Companies Fund-Growth | 13-01-2006 | -0.45 | 26.19 | 21.2 | 34.18 | 15.53 |
| BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH | 01-02-2020 | 12.67 | 40.72 | 26.31 | 35.54 | - |
| Motilal Oswal Small Cap Fund - Regular - Growth | 01-12-2023 | 12.45 | - | - | - | - |
| Invesco India Smallcap Fund - Regular Plan - Growth | 05-10-2018 | 10.65 | 31.83 | 22.99 | 33.23 | - |
| Axis Small Cap Fund - Regular Plan - Growth | 05-11-2013 | 8.83 | 23.68 | 17.48 | 29.87 | 17.99 |
| UTI Small Cap Fund - Regular Plan - Growth Option | 01-12-2020 | 8.51 | 24.01 | 15.71 | - | - |
| ITI Small Cap Fund - Regular Plan - Growth Option | 01-02-2020 | 6.1 | 33.28 | 24.51 | 29.08 | - |
| Edelweiss Small Cap Fund - Regular Plan - Growth | 01-02-2019 | 4.39 | 24.88 | 18.49 | 33.68 | - |
| LIC MF Small Cap Fund-Regular Plan-Growth | 15-06-2017 | 4.21 | 24.35 | 17.18 | 31.59 | - |
| BANK OF INDIA Small Cap Fund Regular Plan Growth | 12-12-2018 | 3.78 | 26.5 | 18.93 | 34.01 | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of small cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
75.89%
Others
7.22%
Large Cap
6.8%
Mid Cap
10.08%
