Franklin India Smaller Companies Fund Growth-1.23%

7.97%
1 Year Return
Equity
Small Cap
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Franklin India Smaller Companies Fund Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.89%
NAV53.26 (25 Nov 2020)
Fund Started13 Jan 2006
Fund Size5,645 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
8.0%
-4.2%
6.2%
11.5%
Category Average
21.7%
-0.7%
8.9%
-
Rank Within Category
20
11
10
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 8.0% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    3. Age is more than 10 years
    4. Lower expense ratio - 1.91%
    5. 10Y Returns are higher than the category average returns
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. 1Y Returns are lower than the benchmark
    3. 3Y Returns are lower than the benchmark
    4. 5Y Returns are lower than the benchmark
    5. 10Y Returns are lower than the benchmark
    6. Asset under management(AUM) is more than 5000 Crs. Returns tend to go low once AUM exceeds a certain amount
    7. Risk-adjusted returns are lower compared to the category
    8. 1Y Returns are lower than the category average returns
    9. 3Y Returns are lower than the category average returns
    10. 5Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    Deepak Nitrite Ltd.ChemicalsEquity5.8%
    Infosys Ltd.TechnologyEquity3.7%
    HDFC Bank Ltd.FinancialEquity3.5%
    JB Chemicals & Pharmaceuticals Ltd.HealthcareEquity2.9%
    Brigade Enterprises Ltd.ConstructionEquity2.8%
    Voltas Ltd.Cons DurableEquity2.6%
    Nesco Ltd.DiversifiedEquity2.5%
    Jyothy Labs Ltd.FMCGEquity2.5%
    CCL Products (India) Ltd.FMCGEquity2.3%
    Cyient LimitedTechnologyEquity2.3%
    See All

    Fund Managers

    Srikesh Nair
    keyboard_arrow_down
    Hari Shyamsunder
    keyboard_arrow_down
    Pyari Menon
    keyboard_arrow_down
    Mayank Bukrediwala
    keyboard_arrow_down

    Franklin India Smaller Companies Fund Growth Details

    Franklin India Smaller Companies Fund Growth is a Equity Mutual Fund Scheme launched by Franklin Templeton Mutual Fund. This scheme was made available to investors on 13 Jan 2006. R Janakiraman, Srikesh Nair, Hari Shyamsunder is the Current Fund Manager of Franklin India Smaller Companies Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹5,645 Cr and the Latest NAV as of 25 Nov 2020 is ₹53.26.

    The Franklin India Smaller Companies Fund Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 1 year.

    Investment Objective

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

    Tax Implications

    Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year.
    Exit Load

    Compare Funds

    Franklin India Smaller Companies Fund Growth
    VS
    search

    About Franklin Templeton Mutual Fund

    Address
    Indiabulls Finance Centre; Tower 2, 12th and 13th Floor; Senapati Bapat Marg; Elphinstone Road (W) Mumbai 400013
    Phone
    022 - 67519100
    Launch Date
    19 Feb 1996
    Franklin Templeton Mutual Fund
    Asset Management Company
    Custodian
    Hongkong & Shanghai Banking Corporation
    Registrar & Transfer Agent
    Templeton
    Address
    Unit 301, III Floor, Campus 4B, RMZ Millenia Business Park, 143 Dr. MGR Road, Kandanchavadi
    Email
    NA
    Website
    NA
    Similar Funds
    Data not available