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: 1.78% As on (30-03-2026)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 11,724.35 Cr As on 31-03-2026(Source:AMFI)
Turn over: 32.03% | Exit Load: In respect of each purchase of Units - 1% if the Units are redeemed/switched-out within one year of allotment

172.1839

15.03%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
NIFTY Smallcap 250 TRI
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Gold
-
PPF
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Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 18.25
Sharpe Ratio 0.46
Alpha -1.89
Beta 0.84
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 7.97 3.5 19.28 19.9 15.72
TRUSTMF SMALL CAP FUND -REGULAR PLAN-GROWTH 04-11-2024 24.92 - - - -
Union Small Cap Fund - Regular Plan - Growth Option 10-06-2014 23.29 10.83 21.38 18.96 16.52
DSP Small Cap Fund - Regular - Growth 15-06-2007 18.18 9.67 20.8 19.4 16.75
Motilal Oswal Small Cap Fund - Regular - Growth 01-12-2023 16.58 13.56 - - -
Sundaram Small Cap Fund Regular Plan - Growth 10-02-2005 15.91 8.13 20.61 19.03 14.98
BANK OF INDIA Small Cap Fund Regular Plan Growth 12-12-2018 15.07 9.26 22.09 19.92 -
Aditya Birla Sun Life Small Cap Fund - GROWTH 31-05-2007 15.04 6.84 18.99 15.09 13.55
BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH 08-02-2020 14.17 12.58 30.38 22.82 -
Mahindra Manulife Small Cap Fund - Regular Plan - Growth 05-12-2022 13.62 5.86 24.46 - -

Scheme Characteristics

Minimum investment in equity & equity related instruments of small cap companies - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

81.31%

Others

6.1%

Large Cap

7.48%

Mid Cap

5.09%

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