Franklin India Smaller Companies Fund-Growth
| Category: Equity: Small Cap |
| Launch Date: 13-01-2006 |
| Asset Class: Equity |
| Benchmark: Nifty Smallcap 250 TRI |
| Expense Ratio: 2.05% As on (31-10-2018) |
| Status: Open Ended Schemes(Equity Scheme - Small Cap Fund) for subscription |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 6,763.85 Cr As on (30-11-2018) |
| Turn over: 19.46% |
PERFORMANCE of Franklin India Smaller Companies Fund-Growth
Scheme Performance (%)
Data as on - 16-01-2019Yearly Performance (%)
Fund Managers
Mr. R Janakiraman, Mr. Hari Shyamsunder, Mr. Srikesh Nair
Mr. Janakiraman is a B.E and PGDM (Business Management). Prior to joining Franklin Templeton Investments, he has worked with Indian Syntans Inv. Pvt. Ltd., Citicorp Information Tech Ltd. and UTI Securities Exchange Ltd.
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.
RETURNS CALCULATOR for Franklin India Smaller Companies Fund-Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Riskometer
Key Performance and Risk Statistics of Franklin India Smaller Companies Fund-Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Franklin India Smaller Companies Fund-Growth | 13.95 | 1.01 | -0.48 | 0.86 | - | - |
| Equity: Small Cap | - | - | - | - | - | - |
PEER COMPARISION of Franklin India Smaller Companies Fund-Growth
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| Franklin India Smaller Companies Fund-Growth | 13-01-2006 | -17.34 | 6.86 | 12.35 | 22.46 | 24.52 |
| Invesco India Smallcap Fund - Regular Plan - Growth | 30-10-2018 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Tata Small Cap Fund-Regular Plan-Growth | 02-11-2018 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| BOI AXA Small Cap Fund Regular Plan Growth | 12-12-2018 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| HDFC Small Cap Fund - Regular Growth Plan | 05-04-2008 | -9.68 | 19.12 | 19.58 | 20.17 | 21.58 |
| L&T Emerging Businesses Fund - Regular Plan - Growth | 05-05-2014 | -16.74 | 15.49 | 19.0 | 0.0 | 0.0 |
| IDBI Small Cap Fund - Dividend Regular | 15-06-2017 | -17.68 | 0.0 | 0.0 | 0.0 | 0.0 |
| IDBI Small Cap Fund Growth Regular | 15-06-2017 | -17.68 | 0.0 | 0.0 | 0.0 | 0.0 |
| Kotak-Small Cap Fund - Growth | 24-02-2005 | -17.76 | 6.37 | 11.66 | 19.53 | 20.05 |
| Reliance Small Cap Fund - Growth Plan - Growth Option | 05-09-2010 | -19.13 | 12.82 | 16.21 | 26.36 | 0.0 |
