Franklin India Smaller Companies Fund - Direct - Growth
Fund House: Franklin Templeton Mutual Fund| Category: Equity: Small Cap |
| Launch Date: 01-01-2013 |
| Asset Class: Equity |
| Benchmark: NIFTY SMALLCAP 250 TRI |
| TER: 0.92% As on (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 11,539.64 Cr As on (31-03-2024) |
| Turn over: 27.71% | Exit Load: Exit load of 1% if redeemed within 1 year. |
173.2822
1.05 (0.6049%)
22.69%
Benchmark: 16.74%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 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
1 Years 2 Months
2 Years 3 Months
3 Years 8 Months
8 Years 9 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 | 14.14 |
| Sharpe Ratio | 1.63 |
| Alpha | 7.24 |
| Beta | 0.75 |
| 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 - Direct - Growth | 01-01-2013 | 58.88 | 31.38 | 33.94 | 24.0 | 22.73 |
| BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH | 25-02-2020 | 72.87 | 29.22 | 30.26 | - | - |
| Mahindra Manulife Small Cap Fund - Regular Plan - Growth | 05-12-2022 | 69.47 | - | - | - | - |
| Quant Small Cap Fund - Growth - Regular Plan | 24-11-1996 | 69.39 | 30.79 | 39.33 | 36.24 | 20.59 |
| ITI Small Cap Fund - Regular Plan - Growth Option | 17-02-2020 | 65.03 | 30.39 | 23.8 | - | - |
| Franklin India Smaller Companies Fund-Growth | 13-01-2006 | 57.49 | 30.27 | 32.82 | 22.94 | 21.42 |
| Nippon India Small Cap Fund - Growth Plan - Growth Option | 05-09-2010 | 55.93 | 28.12 | 34.76 | 29.16 | 26.84 |
| Invesco India Smallcap Fund - Regular Plan - Growth | 05-10-2018 | 54.95 | 25.83 | 29.63 | 25.51 | - |
| Sundaram Small Cap Fund Regular Plan - Growth | 10-02-2005 | 51.04 | 23.41 | 27.72 | 21.86 | 20.19 |
| HDFC Small Cap Fund - Growth Option | 02-04-2008 | 50.84 | 27.93 | 31.38 | 22.44 | 21.25 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of small cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
76.1%
Others
6.16%
Large Cap
5.07%
Mid Cap
12.68%
