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 (28-11-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 13,529.48 Cr As on 28-11-2025(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 |
165.7603
1.43 (0.8624%)
15.11%
Benchmark: 15.72%
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 | 16.85 |
| Sharpe Ratio | 0.84 |
| Alpha | 1.62 |
| 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 | -7.52 | 7.08 | 20.58 | 24.23 | 15.46 |
| QUANTUM SMALL CAP FUND - REGULAR PLAN GROWTH OPTION | 05-11-2023 | 3.61 | 9.91 | - | - | - |
| TRUSTMF SMALL CAP FUND -REGULAR PLAN-GROWTH | 04-11-2024 | 0.66 | - | - | - | - |
| HDFC Small Cap Fund - Growth Option | 02-04-2008 | 0.18 | 10.47 | 21.36 | 26.19 | 17.85 |
| Sundaram Small Cap Fund Regular Plan - Growth | 10-02-2005 | 0.11 | 9.7 | 20.46 | 23.63 | 13.6 |
| PGIM India Small Cap Fund - Regular Plan - Growth Option | 29-07-2021 | -0.31 | 9.76 | 13.97 | - | - |
| ICICI Prudential Smallcap Fund - Growth | 01-10-2007 | -0.78 | 7.92 | 17.08 | 23.1 | 15.81 |
| BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH | 08-02-2020 | -0.81 | 19.99 | 30.09 | 26.94 | - |
| Axis Small Cap Fund - Regular Plan - Growth | 05-11-2013 | -1.28 | 11.46 | 18.48 | 22.91 | 18.13 |
| DSP Small Cap Fund - Regular - Growth | 15-06-2007 | -1.44 | 11.61 | 21.02 | 23.71 | 16.33 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of small cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
84.72%
Others
2.95%
Large Cap
5.16%
Mid Cap
7.17%
