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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: 1.87% As on (31-12-2020)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 5,952.1 Cr As on (31-01-2021)
Turn over: 19.08
NAV as on 05-03-2021

68.5842

-0.79 (-1.1525%)

CAGR Since Inception

13.55%

NIFTY SMALLCAP 250 TRI 14.69%

PERFORMANCE of Franklin India Smaller Companies Fund-Growth

Scheme Performance (%) Data as on - 05-03-2021

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Franklin India Smaller Companies Fund-Growth 42.02 4.38 13.49 17.65 13.55
NIFTY SMALLCAP 250 TRI 53.93 3.48 14.42 12.33 14.69
Equity: Small Cap 47.21 7.32 15.8 15.85 19.59

Yearly Performance (%)

Fund Managers

Mayank Bukrediwala

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 13.95 1.01 -0.48 0.86 - -
Equity: Small Cap - - - - - -

PEER COMPARISION of Franklin India Smaller Companies Fund-Growth

Period
Data as on - 05-03-2021
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 42.02 14.64 4.38 13.49 17.65
Quant Small Cap Fund -Growth 24-11-1996 98.3 26.94 17.52 12.88 10.88
IDFC Emerging Businesses Fund - Regular Plan - Growth 25-02-2020 66.63 0.0 0.0 0.0 0.0
Kotak-Small Cap Fund - Growth 24-02-2005 57.93 31.43 14.66 19.44 17.72
BOI AXA Small Cap Fund Regular Plan Growth 12-12-2018 55.87 33.22 0.0 0.0 0.0
Nippon India Small Cap Fund - Growth Plan - Growth Option 05-09-2010 53.47 23.37 9.3 20.37 20.47
Edelweiss Small Cap Fund - Regular Plan - Growth 05-02-2019 52.61 29.54 0.0 0.0 0.0
Canara Robeco Small Cap Fund- Regular Plan - Growth option 20-02-2019 50.63 23.21 0.0 0.0 0.0
Principal Small Cap Fund - Regular Plan - Growth Option 05-05-2019 49.07 0.0 0.0 0.0 0.0
SBI Small Cap Fund - Regular Plan - Growth 05-09-2009 47.2 27.87 11.49 21.75 21.57

PORTFOLIO ANALYSIS of Franklin India Smaller Companies Fund-Growth

Asset Allocation (%)