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 |
158.4057
2.1 (1.3231%)
14.76%
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 | -1.52 | 3.23 | 19.56 | 21.48 | 15.36 |
| TRUSTMF SMALL CAP FUND -REGULAR PLAN-GROWTH | 04-11-2024 | 9.01 | - | - | - | - |
| QUANTUM SMALL CAP FUND - REGULAR PLAN GROWTH OPTION | 05-11-2023 | 8.25 | 6.92 | - | - | - |
| Union Small Cap Fund - Regular Plan - Growth Option | 10-06-2014 | 7.57 | 6.17 | 18.68 | 20.71 | 15.29 |
| HDFC Small Cap Fund - Growth Option | 02-04-2008 | 6.33 | 5.79 | 20.1 | 23.56 | 18.15 |
| Aditya Birla Sun Life Small Cap Fund - GROWTH | 31-05-2007 | 6.25 | 5.27 | 17.41 | 17.57 | 13.07 |
| Sundaram Small Cap Fund Regular Plan - Growth | 10-02-2005 | 6.19 | 6.84 | 19.76 | 21.7 | 14.28 |
| PGIM India Small Cap Fund - Regular Plan - Growth Option | 29-07-2021 | 5.38 | 7.14 | 13.2 | - | - |
| DSP Small Cap Fund - Regular - Growth | 15-06-2007 | 4.91 | 7.15 | 19.27 | 21.4 | 16.38 |
| ITI Small Cap Fund - Regular Plan - Growth Option | 01-02-2020 | 4.56 | 9.03 | 24.74 | 18.36 | - |
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
