Franklin India Smaller Companies Fund-Growth

Fund House: Franklin Templeton Mutual Fund

Category: Equity: Small Cap

Status: Open Ended Schemes

Launch Date: 13-01-2006

Minimum Investment: 5000.0

Asset Class: Equity

Minimum Topup: 1000.0

Benchmark: NIFTY Smallcap 250 TRI

Total Assets: 11969.61 As on (31-03-2025)

Expense Ratio: 1.77% As on (31-03-2025)

Turn over: 81.00% | Exit Load: Exit load of 1% if redeemed within 1 year.

NAV as on 25-04-2025

158.2013

-3.4894

CAGR Since Inception

15.39%

NIFTY Smallcap 250 TRI 16.13%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Franklin India Smaller Companies Fund-Growth -0.65 21.13 34.54 15.4 15.39
NIFTY SMALLCAP 250 TRI 2.56 18.67 36.37 15.08 16.13
Equity: Small Cap 2.96 17.86 33.89 16.33 16.18

Funds Manager

R Janakiraman, Sandeep Manam, Akhil Kalluri

RETURNS CALCULATORS for Franklin India Smaller Companies Fund-Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of Franklin India Smaller Companies Fund-Growth

Portfolio Holdings

Show All Holdings

Sector Allocation

Show All Sectors

PEER COMPARISION of Franklin India Smaller Companies Fund-Growth

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Franklin India Smaller Companies Gr 13-01-2006 -0.65 26.39 21.13 34.54 15.4
Bandhan Small Cap Reg Gr 01-02-2020 12.99 41.42 26.04 35.89 0.0
Motilal Oswal Small Cap Reg Gr 01-12-2023 12.85 0.0 0.0 0.0 0.0
Invesco India Small Cap Reg Gr 05-10-2018 9.92 32.42 22.36 33.87 0.0
UTI Small Cap Reg Gr 01-12-2020 8.26 24.79 15.61 0.0 0.0
Axis Small Cap Reg Gr 05-11-2013 7.89 24.32 17.42 30.41 17.84
ITI Small Cap Reg Gr 01-02-2020 5.19 33.79 23.96 29.47 0.0
Edelweiss Small Cap Reg Gr 01-02-2019 4.31 25.89 18.29 34.34 0.0
Bank of India Small Cap Reg Gr 12-12-2018 4.1 27.56 18.81 34.75 0.0
Quantum Small Cap Fund Reg Gr 05-11-2023 4.04 0.0 0.0 0.0 0.0

Asset Allocation (%)

Key Performance and Risk Statistics of Franklin India Smaller Companies Fund-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Franklin India Smaller Companies Fund-Growth 14.27 0.7 3.52 0.81 - -
Equity: Small Cap - - - - - -