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 (30-04-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 12,586.94 Cr As on (30-04-2024)
Turn over: 27.58% | Exit Load: Exit load of 1% if redeemed within 1 year.

164.3933

16.48%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
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 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 14.69
Sharpe Ratio 1.68
Alpha 7.22
Beta 0.77
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-Growth 13-01-2006 56.67 40.9 32.71 26.07 21.32
BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH 25-02-2020 73.28 39.33 29.86 - -
Mahindra Manulife Small Cap Fund - Regular Plan - Growth 05-12-2022 70.8 - - - -
ITI Small Cap Fund - Regular Plan - Growth Option 17-02-2020 67.1 40.89 23.31 - -
Quant Small Cap Fund - Growth - Regular Plan 24-11-1996 65.78 43.25 33.9 41.54 20.81
Nippon India Small Cap Fund - Growth Plan - Growth Option 05-09-2010 58.68 40.74 34.8 32.68 26.56
Invesco India Smallcap Fund - Regular Plan - Growth 05-10-2018 54.44 35.6 29.77 28.61 -
HSBC Small Cap Fund - Regular Growth 12-05-2014 50.36 35.59 32.08 27.31 22.44
BANK OF INDIA Small Cap Fund Regular Plan Growth 12-12-2018 49.82 32.97 27.68 32.83 -
LIC MF Small Cap Fund-Regular Plan-Growth 15-06-2017 48.28 31.43 28.14 25.89 -

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

78.14%

Others

4.97%

Large Cap

4.96%

Mid Cap

11.96%

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