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 (28-02-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 11,257.08 Cr As on 28-02-2025(Source:AMFI)
Turn over: 27.21% | Exit Load: Exit load of 1% if redeemed within 1 year.

151.2078

15.19%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
NIFTY Smallcap 250 TRI
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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 17.43
Sharpe Ratio 0.71
Alpha 3.52
Beta 0.82
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 3.68 26.29 20.1 35.2 14.97
Motilal Oswal Small Cap Fund - Regular - Growth 01-12-2023 20.17 - - - -
BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH 01-02-2020 19.14 41.65 24.83 36.02 -
Invesco India Smallcap Fund - Regular Plan - Growth 05-10-2018 13.9 32.05 21.16 34.69 -
UTI Small Cap Fund - Regular Plan - Growth Option 01-12-2020 13.33 25.14 15.16 - -
LIC MF Small Cap Fund-Regular Plan-Growth 15-06-2017 12.79 26.2 17.48 34.25 -
Tata Small Cap Fund-Regular Plan-Growth 02-11-2018 12.41 24.75 21.54 36.58 -
Axis Small Cap Fund - Regular Plan - Growth 05-11-2013 11.73 25.23 16.46 31.42 17.68
BANK OF INDIA Small Cap Fund Regular Plan Growth 12-12-2018 10.32 28.1 17.05 35.98 -
ITI Small Cap Fund - Regular Plan - Growth Option 01-02-2020 10.27 34.12 23.09 31.51 -

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

75.65%

Others

6.86%

Large Cap

6.62%

Mid Cap

10.87%

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