Franklin India Smaller Companies Fund - Direct - Growth
Fund House: Franklin Templeton Mutual Fund| Category: Equity: Small Cap |
| Launch Date: 01-01-2013 |
| Asset Class: Equity |
| Benchmark: NIFTY Smallcap 250 TRI |
| TER: 0.94% As on (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 11,969.61 Cr As on 31-03-2025(Source:AMFI) |
| Turn over: 27.21% | Exit Load: Exit load of 1% if redeemed within 1 year. |
178.7122
-3.94 (-2.2034%)
20.92%
Benchmark: 16.13%
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
1 Years 2 Months
2 Years 3 Months
3 Years 8 Months
8 Years 9 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 | 17.6 |
| Sharpe Ratio | 0.75 |
| Alpha | 4.38 |
| 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 - Direct - Growth | 01-01-2013 | 0.17 | 27.47 | 22.16 | 35.67 | 16.59 |
| BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH | 01-02-2020 | 12.99 | 41.42 | 26.04 | 35.89 | - |
| Motilal Oswal Small Cap Fund - Regular - Growth | 01-12-2023 | 12.85 | - | - | - | - |
| Invesco India Smallcap Fund - Regular Plan - Growth | 05-10-2018 | 9.92 | 32.42 | 22.36 | 33.87 | - |
| UTI Small Cap Fund - Regular Plan - Growth Option | 01-12-2020 | 8.26 | 24.79 | 15.61 | - | - |
| Axis Small Cap Fund - Regular Plan - Growth | 05-11-2013 | 7.89 | 24.32 | 17.42 | 30.41 | 17.84 |
| ITI Small Cap Fund - Regular Plan - Growth Option | 01-02-2020 | 5.19 | 33.79 | 23.96 | 29.47 | - |
| Edelweiss Small Cap Fund - Regular Plan - Growth | 01-02-2019 | 4.31 | 25.89 | 18.29 | 34.34 | - |
| BANK OF INDIA Small Cap Fund Regular Plan Growth | 12-12-2018 | 4.1 | 27.56 | 18.81 | 34.75 | - |
| QUANTUM SMALL CAP FUND - REGULAR PLAN GROWTH OPTION | 05-11-2023 | 4.04 | - | - | - | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of small cap companies - 65% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
75.89%
Others
7.22%
Large Cap
6.8%
Mid Cap
10.08%
