• Mutual Funds
  • Franklin Templeton Mutual Funds
  • Franklin India Smaller Companies Fund (Growth)

Formerly Franklin India Smaller Companies Gr

Franklin Templeton Mutual Funds

Franklin India Smaller Companies Fund (Growth)

EquitySmall Cap

95.5227

NAV (Nov 25)

9.5%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in small cap mutual funds.

Small cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

These funds invest in the smallest companies listed on the exchanges.

Early in their growth cycle, these companies have the potential for very high growth but this comes with very high uncertainty as the business is not yet proven.

Price fluctuations are highest in the stocks of these companies translating to high NAV fluctuations for the funds.Smaller companies also tend to have low trade volumes - exposing the fund to the risk of not being able to exit in a down market.While showing periodic spikes in performance,these funds have not done better than diversified equity funds over the long term.Investors are therefore better off investing in diversified funds rather than this category.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Outperformance Consistency

Poor

The performance of the fund on a Outperformance Consistency metric has been Poor

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

95.5227

NAV (Nov 25)

Fund Returns

Last 1Y

3.4%

Last 3Y

24.6%

Last 5Y

9.5%

Last 10Y

19.7%

Since Inception

14.3%

6 Month CAGR

20.4%

Scheme Information

Investment Objective

The Fund seeks to provide long-term capital appreciation by investing predominantly in small cap companies.

Expense Ratio

1.9

Launched (16y ago)

Jan 13, 2006

AUM in Crores

7297.570

ISIN

INF090I01569

Lock-in

No Lock-in

Benchmark

IISL Nifty Smallcap 250 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

26.7

Standard Deviation (5yr)

23.4

Beta (3yr)

0.87

Beta (5yr)

0.83

Sharpe Ratio (3yr)

0.805

Sharpe Ratio (5yr)

0.321

YTM

0

Fund Managers

R. Janakiraman

Fund Manager

Sandeep Manam

Fund Manager

Akhil Kalluri

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-11-25

Top Stock Holdings

brigade enterprises ltd

4.7%
4.7%

call,cash & other assets

4.4%
4.4%

deepak nitrite ltd

4.4%
4.4%

tube investments of india ltd ordinary shares

3.6%
3.6%

j.b. chemicals & pharmaceuticals ltd

3.1%
3.1%
See all holdings

Allocation by Sector

industrials

23.8%
23.8%

consumer cyclical

17.4%
17.4%

financial services

17.4%
17.4%

basic materials

10.5%
10.5%

healthcare

6.4%
6.4%
See all sectors

Compare Franklin India Smaller Companies Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

Franklin Templeton Asst Mgmt(IND)Pvt Ltd

Franklin Templeton Asst Mgmt(IND)Pvt Ltd manages assets worth 68,937 crores and was set up on 6 October 1995. It's current offering of mutual fund schemes includes 39 equity,183 debt and 27 hybrid funds.

amc-img

  • 022-67519100
  • services@franklintempleton.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    8.4%

    14.5%

    8.4%

    14.5%

    8.4%

    14.5%

    23.9%

    16.3%

    23.9%

    14%

    Franklin India Smaller Companies Fund (G) Review

    Franklin India Smaller Companies Fund (G) is a Small Cap Equity fund and has delivered an annualised return of 14.3% over a period of 16 years. The fund was previously known as Franklin India Smaller Companies Gr. The fund is managed by Franklin Templeton Asst Mgmt(IND)Pvt Ltd. The fund managers are Akhil Kalluri, R. Janakiraman, Sandeep Manam.

    Nav of Franklin India Smaller Companies Fund (G) as of 11/25/2022 is ₹95.52 with the total AUM as of 11/27/2022 is ₹7297.57. With Scripbox you can compare and check the latest nav for all mutual funds in India. Franklin India Smaller Companies Fund (G) was launched on Jan 13, 2006. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Franklin India Smaller Companies Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Franklin India Smaller Companies Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty Smallcap 250 TR INR.

    Franklin India Smaller Companies Fund (G) is rated as a 1 fund in Equity and delivered 3.4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Franklin India Smaller Companies Fund (G).

    Frequently Asked Questions

    What is Franklin India Smaller Companies Fund (G)?

    Franklin India Smaller Companies Fund (G) is a Small Cap Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in Franklin India Smaller Companies Fund (G)?

    You can invest in Franklin India Smaller Companies Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Franklin India Smaller Companies Fund (G)?

    The minimum sip amount for Franklin India Smaller Companies Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Franklin India Smaller Companies Fund (G) good to invest in?

    As per Scripbox experts, Franklin India Smaller Companies Fund (G) is a Not Recommended fund. You can investFranklin India Smaller Companies Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Franklin India Smaller Companies Fund (G)?

    The expense ratio of the Franklin India Smaller Companies Fund (G) is 1.9% for regular plan.