Franklin India Smaller Companies Fund-Growth
Category: Equity: Small Cap
Launch Date: 13-01-2006
AUM:
₹ 12,797.29 Cr
Expense Ratio
1.76%
Benchmark
NIFTY SMALLCAP 250 TRI
ISIN
INF090I01569
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
R Janakiraman, Sandeep Manam, Akhil Kalluri
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Franklin India Smaller Companies Fund-Growth | 60.98 | 32.22 | 26.97 |
| NIFTY SMALLCAP 250 TRI | 64.06 | 27.34 | 27.64 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
176.9002
Last change
1.3 (0.7358%)
Fund Size (AUM)
₹ 12,797.29 Cr
Performance
16.87% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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.
Fund Manager
R Janakiraman, Sandeep Manam, Akhil Kalluri
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Others | 4.6 |
| Brigade Enterprises Ltd. | 4.18 |
| Equitas Small Finance Bank Ltd. | 3.48 |
| Kalyan Jewellers India Ltd. | 2.66 |
| Deepak Nitrite Ltd. | 2.38 |
| Karur Vysya Bank Ltd. | 2.37 |
| Carborundum Universal Ltd. | 2.26 |
| Crompton Greaves Consumer Electricals Ltd. | 2.11 |
| Kirloskar Oil Engines Ltd. | 2.05 |
| JB Chemicals & Pharmaceuticals Ltd. | 2.01 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Capital Goods | 16.95 |
| Financial | 16.09 |
| Construction | 9.35 |
| Services | 8.59 |
| Consumer Discretionary | 7.54 |
| Healthcare | 6.5 |
| Technology | 6.04 |
| Consumer Staples | 4.97 |
| Others | 4.61 |
| Chemicals | 4.42 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Franklin India Smaller Companies Gr | 26.97 |
| Bandhan Small Cap Reg Gr | 0.0 |
| ITI Small Cap Reg Gr | 0.0 |
| Quant Small Cap Gr | 42.28 |
| Mahindra Manulife Small Cap Fund Reg Gr | 0.0 |
| Nippon India Small Cap Gr Gr | 33.46 |
| HSBC Small Cap Fund Reg Growth | 28.54 |
| Invesco India Small Cap Reg Gr | 28.94 |
| Bank of India Small Cap Reg Gr | 33.88 |
| LIC MF Small Cap Fund Reg Gr | 26.88 |