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: 1.74% As on (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 13,995.27 Cr As on 30-06-2025(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

176.9552

15.87%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
NIFTY Smallcap 250 TRI
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Gold
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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 16.75
Sharpe Ratio 1.34
Alpha 3.22
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 Smaller Companies Fund-Growth 13-01-2006 -3.04 24.81 28.78 34.29 16.52
Motilal Oswal Small Cap Fund - Regular - Growth 01-12-2023 14.01 - - - -
BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH 08-02-2020 11.05 39.15 33.82 35.87 -
Invesco India Smallcap Fund - Regular Plan - Growth 05-10-2018 9.78 31.0 30.36 33.25 -
QUANTUM SMALL CAP FUND - REGULAR PLAN GROWTH OPTION 05-11-2023 7.21 - - - -
PGIM India Small Cap Fund - Regular Plan - Growth Option 29-07-2021 6.8 19.87 18.44 - -
Axis Small Cap Fund - Regular Plan - Growth 05-11-2013 6.51 22.43 23.81 30.24 18.81
UTI Small Cap Fund - Regular Plan - Growth Option 01-12-2020 6.45 23.41 23.25 - -
DSP Small Cap Fund - Regular - Growth 15-06-2007 6.36 24.22 24.83 32.05 17.37
Sundaram Small Cap Fund Regular Plan - Growth 10-02-2005 4.81 23.46 25.49 31.77 14.17

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

78.44%

Others

7.25%

Large Cap

5.87%

Mid Cap

8.42%

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