Scheme Overview
Franklin India Smaller Companies Fund-Growth
| Category: Equity: Small Cap |
| Launch Date: 13-01-2006 |
| Asset Class: Equity |
| Benchmark: NIFTY SMALLCAP 250 TRI |
| Expense Ratio: 1.75% As on ( 30-04-2024) |
| Status: Open Ended for subscription |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 12,586.94 Cr As on ( 30-04-2024) |
| Turn over: 27.58 |
160.0519
1.91 ( 1.196% )
16.31%
NIFTY SMALLCAP 250 TRI16.77%
PERFORMANCE of Franklin India Smaller Companies Fund-Growth
Scheme Performance (%) Data as on - 15-05-2024
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Franklin India Smaller Companies Fund-Growth | 53.85 | 32.03 | 25.55 | 21.22 | 16.31 |
| NIFTY SMALLCAP 250 TRI | 60.56 | 28.12 | 26.3 | 19.02 | 16.77 |
| Equity: Small Cap | 46.86 | 27.29 | 27.81 | 21.47 | 21.14 |
Yearly Performance (%)
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)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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 | 14.69 | 1.68 | 7.22 | 0.77 | - | - |
| Equity: Small Cap | - | - | - | - | - | - |
PEER COMPARISION of Franklin India Smaller Companies Fund-Growth
| 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 | 53.85 | 40.91 | 32.03 | 25.55 | 21.22 |
| BANDHAN SMALL CAP FUND - REGULAR PLAN GROWTH | 25-02-2020 | 68.82 | 39.46 | 29.35 | 0.0 | 0.0 |
| Mahindra Manulife Small Cap Fund - Regular Plan - Growth | 05-12-2022 | 66.97 | 0.0 | 0.0 | 0.0 | 0.0 |
| ITI Small Cap Fund - Regular Plan - Growth Option | 17-02-2020 | 64.01 | 41.84 | 22.71 | 0.0 | 0.0 |
| Quant Small Cap Fund - Growth - Regular Plan | 24-11-1996 | 62.83 | 45.6 | 33.48 | 40.74 | 20.67 |
| Nippon India Small Cap Fund - Growth Plan - Growth Option | 05-09-2010 | 55.41 | 41.3 | 34.29 | 32.17 | 26.46 |
| Invesco India Smallcap Fund - Regular Plan - Growth | 05-10-2018 | 52.24 | 36.04 | 29.47 | 28.15 | 0.0 |
| BANK OF INDIA Small Cap Fund Regular Plan Growth | 12-12-2018 | 48.88 | 33.66 | 27.58 | 32.71 | 0.0 |
| HSBC Small Cap Fund - Regular Growth | 12-05-2014 | 48.05 | 36.01 | 31.75 | 26.74 | 22.28 |
| LIC MF Small Cap Fund-Regular Plan-Growth | 15-06-2017 | 45.04 | 31.71 | 27.62 | 25.22 | 0.0 |
