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  • Franklin Templeton Mutual Funds
  • Franklin India Smaller Companies Fund (RIDCW-A)

Formerly Franklin India Smaller Companies DR

Franklin Templeton Mutual Funds

Franklin India Smaller Companies Fund (RIDCW-A)

EquitySmall Cap

41.6674

NAV (Sep 22)

15.7%
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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Good

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

Outperformance Consistency

Poor

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

Invest in this fund
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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

41.6674

NAV (Sep 22)

Fund Returns

Last 1Y
20.4%
Last 3Y
33.2%
Last 5Y
15.7%
Last 10Y
20.4%
Since Inception
14.1%
6 Month CAGR
30.3%

Scheme Information

Investment Objective

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

Expense Ratio
1.78
Launched (17y ago)
Jan 13, 2006
AUM in Crores
9595.274
ISIN
INF090I01551
Lock-in
No Lock-in
Benchmark
IISL Nifty Smallcap 250 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
16.9
Standard Deviation (5yr)
24.7
Beta (3yr)
0.82
Beta (5yr)
0.88
Sharpe Ratio (3yr)
1.604
Sharpe Ratio (5yr)
0.473
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

AssetReturnsTotal CorpusGainsCAGR
Franklin India Smaller Companies Fund (RIDCW-A)70%10,84,299 3,51,68715.7%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2023-09-22

Top Stock Holdings

call,cash & other assets

7.5%
7.5%

equitas small finance bank ltd ordinary shares

4.5%
4.5%

brigade enterprises ltd

3.6%
3.6%

deepak nitrite ltd

3.2%
3.2%

kalyan jewellers india ltd

3.1%
3.1%
See all holdings

Allocation by Sector

industrials

27.3%
27.3%

financial services

18.3%
18.3%

consumer cyclical

13.3%
13.3%

basic materials

8%
8%

technology

6.1%
6.1%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset Tax Saver Fund (G)
Mirae Asset Tax Saver Fund (G)

₹ 17,630 cr

₹ 11,197 cr

₹ 11,862 cr

₹ 10,089 cr

₹ 9,392 cr

About the AMC

Franklin Templeton Asst Mgmt(IND)Pvt Ltd

Franklin Templeton Asst Mgmt(IND)Pvt Ltd manages assets worth 78,094 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

4%

14.8%

4%

14.8%

4%

14.8%

35.7%

16.3%

29.8%

14.2%

Franklin India Smaller Companies Fund (RIDCW-A) Review

Franklin India Smaller Companies Fund (RIDCW-A) is a Small Cap Equity fund and has delivered an annualised return of 14.1% over a period of 17 years. The fund was previously known as Franklin India Smaller Companies DR. 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 (RIDCW-A) as of 9/22/2023 is ₹41.67 with the total AUM as of 9/23/2023 is ₹9595.274. With Scripbox you can compare and check the latest nav for all mutual funds in India. Franklin India Smaller Companies Fund (RIDCW-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 (RIDCW-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 (RIDCW-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 IISL Nifty Smallcap 250 TR INR.

Franklin India Smaller Companies Fund (RIDCW-A) is rated as a 1 fund in Equity and delivered 20.4% 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 (RIDCW-A).

Frequently Asked Questions

What is Franklin India Smaller Companies Fund (RIDCW-A)?

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

How to invest in Franklin India Smaller Companies Fund (RIDCW-A)?

You can invest in Franklin India Smaller Companies Fund (RIDCW-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 (RIDCW-A)?

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

Is Franklin India Smaller Companies Fund (RIDCW-A) good to invest in?

As per Scripbox experts, Franklin India Smaller Companies Fund (RIDCW-A) is a Not Recommended fund. You can investFranklin India Smaller Companies Fund (RIDCW-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 (RIDCW-A)?

The expense ratio of the Franklin India Smaller Companies Fund (RIDCW-A) is 1.78% for regular plan.