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 (31-10-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 13,943.92 Cr As on 31-10-2024(Source:AMFI) |
| Turn over: 27.21% | Exit Load: Exit load of 1% if redeemed within 1 year. |
176.1537
0.63 (0.3583%)
16.41%
Benchmark: 16.97%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Smallcap 250 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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 | 14.7 |
| Sharpe Ratio | 1.23 |
| Alpha | 5.52 |
| Beta | 0.75 |
| 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 | 29.26 | 35.69 | 25.24 | 29.1 | 17.58 |
| BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH | 01-02-2020 | 52.88 | 46.28 | 28.17 | - | - |
| LIC MF Small Cap Fund-Regular Plan-Growth | 15-06-2017 | 42.65 | 32.2 | 24.62 | 29.63 | - |
| ITI Small Cap Fund - Regular Plan - Growth Option | 01-02-2020 | 41.39 | 40.01 | 23.44 | - | - |
| Invesco India Smallcap Fund - Regular Plan - Growth | 05-10-2018 | 39.76 | 37.68 | 25.42 | 31.49 | - |
| Tata Small Cap Fund-Regular Plan-Growth | 02-11-2018 | 37.29 | 32.02 | 24.81 | 31.65 | - |
| Quant Small Cap Fund - Growth - Regular Plan | 24-11-1996 | 36.57 | 36.47 | 26.81 | 45.25 | 20.65 |
| Mahindra Manulife Small Cap Fund - Regular Plan - Growth | 05-12-2022 | 36.22 | - | - | - | - |
| Nippon India Small Cap Fund - Growth Plan - Growth Option | 01-09-2010 | 33.67 | 35.5 | 28.11 | 35.26 | 22.43 |
| BANK OF INDIA Small Cap Fund Regular Plan Growth | 12-12-2018 | 33.02 | 33.91 | 24.16 | 36.68 | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of small cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
78.12%
Others
5.42%
Large Cap
4.74%
Mid Cap
11.71%
