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Business News/Market/Market Stats/    Franklin India Smaller Companies Fund Growth

Franklin India Smaller Companies Fund Growth

+
  • Equity
  • Small-Cap
  • Rating 3
  • Plan
176.90 +1.30 (0.74%) NAV as on 14 Jun, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)12797.29
  • CAGR 60.33%
  • Exit Load1.00%
  • Expense ratio1.75%
  • CategoryEquity
  • Min Investment5000
  • Min SIP500
  • Launch Date2006-01-13

Morning Star Rating 3

Medium
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 16 June 2024

  • Name
  • Value (Cr)
  • Holding %
  • Call, Cash & Other Assets
  • 588.12
  • 4.60%
View More

Risk & Volitility

  • Alpha -0.31%
  • Beta 0.86
  • Sharpe Ratio1.57
  • Std Deviation 14.27%
  • Tracking Error 6.86%

About Fund

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

 

The Franklin India Smaller Companies Fund Growth has an AUM of 12797.29 crores & has delivered CAGR of 26.64% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.75%. The minimum investment in Franklin India Smaller Companies Fund Growth is Rs 5000 and the minimum SIP is Rs 500.

 

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

 

The top holdings of the fund include Call, Cash & Other Assets, Brigade Enterprises, Equitas Small Finance Bank & Kalyan Jewellers India.

 

The major sectors where the fund is invested are Regional Banks, Construction Services, Software & Programming & Misc. Capital Goods.

 

Some of the similar funds are HSBC Small Cap Fund Fund Regular Growth, Franklin India Smaller Companies Fund Growth, Canara Robeco Small Cap Fund Regular Growth, ICICI Prudential Smallcap Fund Growth, DSP Small Cap Fund Regular Plan Growth. Franklin India Smaller Companies Fund Growth has a sharpe ratio of 1.57 & a standard deviation of 14.27%.

FAQs about Franklin India Smaller Companies Fund Growth

According to the morning star rating Franklin India Smaller Companies Fund Growth has a Medium risk & Exceptional return.
Franklin India Smaller Companies Fund Growth is managed by R. Janakiraman,Sandeep Manam,Akhil Kalluri.
The expense ratio of Franklin India Smaller Companies Fund Growth is 1.75%.
The 5 year annualized return on Franklin India Smaller Companies Fund Growth is 26.64% & it has generated 60.33% in the last 1 year.
The minimum investment in Franklin India Smaller Companies Fund Growth is 5000 Rs.
Franklin India Smaller Companies Fund Growth has an AUM of 12797.29 crores.
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