Franklin India Smaller Companies Fund-Growth

Franklin India Smaller Companies Fund-Growth

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Category: Equity: Small Cap
Launch Date: 13-01-2006
Asset Class: Equity
Benchmark: NIFTY SMALLCAP 250 TRI
Expense Ratio: 1.9% As on (28-02-2023)
Status: Open Ended Schemes for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 7,308.82 Cr As on (28-02-2023)
Turn over: 12.65
NAV as on 21-03-2023

95.3578

0.24 (0.2492%)

CAGR Since Inception

14.01%

NIFTY SMALLCAP 250 TRI 14.25%

PERFORMANCE of Franklin India Smaller Companies Fund-Growth

Scheme Performance (%) Data as on - 21-03-2023

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Franklin India Smaller Companies Fund-Growth 9.55 37.66 10.18 19.8 14.01
NIFTY SMALLCAP 250 TRI -4.44 38.11 7.68 15.91 14.25
Equity: Small Cap 2.52 38.84 12.78 19.46 15.74

Yearly Performance (%)

Nav Movement

Fund Managers

R Janakiraman, Sandeep Manam, Akhil Kalluri

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.

RETURNS CALCULATOR for Franklin India Smaller Companies Fund-Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

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 26.27 0.88 3.09 0.87 - -
Equity: Small Cap - - - - - -

PEER COMPARISION of Franklin India Smaller Companies Fund-Growth

Period
Data as on - 21-03-2023
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Franklin India Smaller Companies Fund-Growth 13-01-2006 9.55 19.83 37.66 10.18 19.8
Tata Small Cap Fund-Regular Plan-Growth 02-11-2018 14.88 24.75 41.43 0.0 0.0
HDFC Small Cap Fund - Growth Option 03-04-2008 11.34 23.35 42.07 12.25 18.37
Nippon India Small Cap Fund - Growth Plan - Growth Option 16-09-2010 7.71 24.39 46.3 15.67 25.53
SBI Small Cap Fund - Regular Plan - Growth 05-09-2009 7.08 17.53 36.81 14.04 24.67
ICICI Prudential Smallcap Fund - Growth 01-10-2007 6.33 20.02 39.84 13.43 16.24
Quant Small Cap Fund - Growth - Regular Plan 24-11-1996 5.83 29.09 63.95 22.21 14.74
ITI Small Cap Fund - Regular Plan - Growth Option 17-02-2020 4.14 6.16 26.46 0.0 0.0
HSBC Small Cap Fund - Regular Growth 12-05-2014 4.01 24.77 43.11 11.51 0.0
Axis Small Cap Fund - Regular Plan - Growth 10-11-2013 2.02 19.37 32.42 17.71 0.0

PORTFOLIO ANALYSIS of Franklin India Smaller Companies Fund-Growth

Asset Allocation (%)

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

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