- Mutual Funds
- Franklin Templeton Mutual Funds
- Franklin India Smaller Companies Fund of (PIDCW-A)
Formerly Franklin India Smaller Companies DP
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.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 47.6321
NAV (Apr 16)
Fund Returns
Last 1Y | 44.4% |
Last 3Y | 25% |
Last 5Y | 18.4% |
Last 10Y | 18.1% |
Since Inception | 14.4% |
6 Month CAGR | 9.4% |
Scheme Information
The Fund seeks to provide long-term capital appreciation by investing predominantly in small cap companies.
Expense Ratio | 1.76 |
Launched (18y ago) | Jan 13, 2006 |
AUM in Crores | 11539.642 |
ISIN | INF090I01544 |
Lock-in | No Lock-in |
Benchmark | Nifty Smallcap 250 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 16.6 |
Standard Deviation (5yr) | 24.6 |
Beta (3yr) | 0.8 |
Beta (5yr) | 0.9 |
Sharpe Ratio (3yr) | 0.975 |
Sharpe Ratio (5yr) | 0.58 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Franklin India Smaller Companies Fund of (PIDCW-A) | 11,65,208 | 4,32,596 | 18.4% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
call,cash & other assets
5.7%equitas small finance bank ltd ordinary shares
3.9%brigade enterprises ltd
3.8%kalyan jewellers india ltd
3.2%multi commodity exchange of india ltd
2.6%Allocation by Sector
industrials
26.5%financial services
19.6%consumer cyclical
13.1%healthcare
7.5%technology
6.6%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
Franklin Templeton Asst Mgmt(IND)Pvt Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
27.9% | 16.8% | ||
22.8% | 18.2% | ||
22.1% | 14.4% | ||
22.8% | 21.4% | ||
25.6% | 15.2% |
Franklin India Smaller Companies Fund of (PIDCW-A) Review
Franklin India Smaller Companies Fund of (PIDCW-A) is a Small Cap Equity fund and has delivered an annualised return of 14.4% over a period of 18 years. The fund was previously known as Franklin India Smaller Companies DP. 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 of (PIDCW-A) as of 4/16/2024 is ₹47.63 with the total AUM as of 4/18/2024 is ₹11539.642. With Scripbox you can compare and check the latest nav for all mutual funds in India. Franklin India Smaller Companies Fund of (PIDCW-A) 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 of (PIDCW-A) 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 of (PIDCW-A) 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 Nifty Smallcap 250 TR INR.
Franklin India Smaller Companies Fund of (PIDCW-A) is rated as a 3 fund in Equity and delivered 44.4% 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 of (PIDCW-A).
Frequently Asked Questions
What is Franklin India Smaller Companies Fund of (PIDCW-A)?
How to invest in Franklin India Smaller Companies Fund of (PIDCW-A)?
You can invest in Franklin India Smaller Companies Fund of (PIDCW-A) 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 of (PIDCW-A)?
The minimum sip amount for Franklin India Smaller Companies Fund of (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Franklin India Smaller Companies Fund of (PIDCW-A) good to invest in?
As per Scripbox experts, Franklin India Smaller Companies Fund of (PIDCW-A) is a Neutral fund. You can investFranklin India Smaller Companies Fund of (PIDCW-A) 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 of (PIDCW-A)?
The expense ratio of the Franklin India Smaller Companies Fund of (PIDCW-A) is 1.76% for regular plan.