Franklin India Small Cap Fund Growth
- Small-Cap
- Equity
- Very High Risk
Explore On
Rating:
2
Key Metrics
Aum
₹13,847.34 Cr
Expense Ratio
1.46%
Exit Load
1.00%
Min. Investment
₹5,000.00
Min. SIP
₹500.00
Launch Date
13 Jan 2006
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +6.18% | -- |
| 3 Months | +13.21% | -- |
| 6 Months | +11.25% | -- |
| 1 Year | +2.83% | +2.83% |
| 2 Years | -- | -0.51% |
| 3 Years | +57.24% | +16.28% |
| 5 Years | +120.37% | +17.12% |
| Since Launch | +1705.75% | +15.16% |
Holdings as on 14 July 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Call, Cash & Other Assets | 512.20 | 3.70 |
| Equitas Small Finance Bank | 337.46 | 2.44 |
| Syrma SGS Technology | 329.72 | 2.38 |
| Kirloskar Oil Engines | 315.93 | 2.28 |
| Eris Lifesciences | 312.51 | 2.26 |
| MTAR Technologies | 308.87 | 2.23 |
| Kajaria Ceramics | 307.97 | 2.22 |
| PNB Housing Finance | 280.42 | 2.03 |
| Angel One | 274.56 | 1.98 |
| Brigade Enterprises | 252.38 | 1.82 |
Morning Star Rating
Rating:
2
Risk
Return
Risk & Volitility
0.52
Sharpe Ratio
20.23%
Std. Deviation
6.86%
Tracking Error
-0.31%
Alpha
0.86
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Invesco India Smallcap Fund Regular Growth | +12.04% | +23.31% | +19.42% |
| HSBC Small Cap Fund Fund Regular Growth | +5.08% | +16.68% | +17.49% |
| Franklin India Small Cap Fund Growth | +2.83% | +16.28% | +17.12% |
| Canara Robeco Small Cap Fund Regular Growth | +3.29% | +14.07% | +15.68% |
| Tata Small Cap Fund Regular Growth | -5.87% | +12.14% | +14.59% |
Results are calculated on CAGR basis
About Fund
The Fund seeks to provide long-term capital appreciation by investing predominantly in small cap companies.
The Franklin India Small Cap Fund Growth has an AUM of 13847.34 crores & has delivered CAGR of 17.12 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.46%. The minimum investment in Franklin India Small Cap Fund Growth is Rs 5000 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are High & Exceptional respectively.
The fund has a present cash holding of %. The top holdings of the fund include Call, Cash & Other Assets, Equitas Small Finance Bank, Syrma SGS Technology, Kirloskar Oil Engines.
The major sectors where the fund is invested are Regional Banks, Auto & Truck Parts, Misc. Capital Goods, Biotechnology & Drugs.
Some of the similar funds are Invesco India Smallcap Fund Regular Growth, HSBC Small Cap Fund Fund Regular Growth, Franklin India Small Cap Fund Growth, Canara Robeco Small Cap Fund Regular Growth, Tata Small Cap Fund Regular Growth. Franklin India Small Cap Fund Growth has a sharpe ratio of 0.52 & a standard deviation of 20.23%.
FAQs
According to the morning star rating Franklin India Small Cap Fund Growth has a High risk & Exceptional return.
Franklin India Small Cap Fund Growth is managed by R. Janakiraman,Sandeep Manam,Akhil Kalluri.
The expense ratio of Franklin India Small Cap Fund Growth is 1.46%.
The 5 year annualized return on Franklin India Small Cap Fund Growth is 17.12% & it has generated 2.83% in the last 1 year.
The minimum investment in Franklin India Small Cap Fund Growth is 5000 Rs.
Franklin India Small Cap Fund Growth has an AUM of 13847.34 crores.
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