- Mutual Funds
- Franklin Templeton Mutual Fund
- Franklin India Smaller Companies Fund (G)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 185.6685
NAV (Oct 15)
Fund Returns
Last 1Y | 41.6% |
Last 3Y | 24.7% |
Last 5Y | 30.6% |
Last 10Y | 18.9% |
Since Inception | 16.8% |
6 Month CAGR | 18.3% |
Scheme Information
The Fund seeks to provide long-term capital appreciation by investing predominantly in small companies. cap companies.
Expense Ratio | 1.73 |
Launched (0y ago) | 1.73 |
AUM in Crores | 14460 |
ISIN | INF090I01569 |
Lock-in | - |
Benchmark | NIFTY Smallcap 250 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 14.3 |
Beta | 0.8 |
Sharpe Ratio | 1.4 |
YTM | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Franklin India Smaller Companies Fund (G) | 16,39,328 | 9,06,716 | 30.6% | |
| 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
Others
4.9%Brigade Enterprises Ltd.
3.4%Deepak Nitrite Ltd.
3%Kalyan Jewellers India Ltd.
2.8%Equitas Small Finance Bank Ltd.
2.7%Allocation by Sector
Capital Goods
16.7%Financial
15.1%Healthcare
8.7%Consumer Discretionary
8.2%Services
8.1%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
About the AMC
Franklin Templeton Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
17.8% | 15% | ||
21.5% | 15.8% | ||
18.4% | 18.5% | ||
21.3% | 17.1% | ||
18.6% | 21.7% |
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 16.77% over a period of 18 years. The fund is managed by Franklin Templeton Mutual Fund. The fund managers are Akhil Kalluri, R Janakiraman, Sandeep Manam.
Nav of Franklin India Smaller Companies Fund (G) as of 10/15/2024 is ₹185.67 with the total AUM as of 10/16/2024 is ₹14460.015093. 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 2006-01-13. The category risk of the fund is Average.
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 NIFTY Smallcap 250 Total Return Index.
It is rated as a 3 fund in Equity and delivered 41.572% 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)?
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, it is a 3 fund. You can invest in it 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 1.73% for regular plan.
What is the NAV of Franklin India Smaller Companies Fund (G)?
Today's Franklin India Smaller Companies Fund (G) NAV is ₹185.67.