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: 1.75% As on (31-12-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 13,238.4 Cr As on 31-12-2025(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 |
156.263
-2.14 (-1.3712%)
14.68%
Benchmark: 15.34%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
The Fund seeks to provide long-term capital appreciation by investing predominantly in small cap companies
Current Asset Allocation (%)
Indicators
| Standard Deviation | 16.9 |
| Sharpe Ratio | 0.82 |
| Alpha | 0.96 |
| 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 | -4.53 | 2.05 | 18.29 | 20.27 | 15.34 |
| QUANTUM SMALL CAP FUND - REGULAR PLAN GROWTH OPTION | 05-11-2023 | 6.22 | 5.77 | - | - | - |
| TRUSTMF SMALL CAP FUND -REGULAR PLAN-GROWTH | 04-11-2024 | 5.43 | - | - | - | - |
| HDFC Small Cap Fund - Growth Option | 02-04-2008 | 4.35 | 4.19 | 18.9 | 22.61 | 18.17 |
| Union Small Cap Fund - Regular Plan - Growth Option | 10-06-2014 | 4.14 | 4.69 | 17.59 | 19.66 | 15.15 |
| Sundaram Small Cap Fund Regular Plan - Growth | 10-02-2005 | 3.14 | 5.3 | 18.99 | 20.75 | 14.35 |
| BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH | 08-02-2020 | 2.84 | 11.1 | 28.45 | 23.39 | - |
| PGIM India Small Cap Fund - Regular Plan - Growth Option | 29-07-2021 | 2.72 | 5.83 | 12.61 | - | - |
| DSP Small Cap Fund - Regular - Growth | 15-06-2007 | 2.68 | 6.32 | 18.37 | 20.58 | 16.5 |
| Aditya Birla Sun Life Small Cap Fund - GROWTH | 31-05-2007 | 2.47 | 3.65 | 16.28 | 16.14 | 12.97 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of small cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
86.6%
Others
2.78%
Large Cap
5.24%
Mid Cap
5.32%
Scheme Documents
There are no scheme documents available
