Franklin India Small Cap Fund Growth

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Equity
Small-Cap
Rating 3
Plan

159.65 +2.09 (1.33%) NAV as on 10 Apr, 2026

5D
1M
6M
1Y
5Y
MAX

Key Metrics

AUM (in Cr)12934.43
CAGR 8.62%
Exit Load1.00%
Expense ratio1.75%
CategoryEquity
Min Investment5000
Min SIP500
Launch Date2006-01-13

Asset Allocation

Holdings As On - 13 April 2026

Holdings

Sectors

Name
Value (Cr)
Holding %

Syrma SGS Technology
320.34
2.48%

Aster DM Healthcare
306.08
2.37%

Brigade Enterprises
268.51
2.08%

CCL Products (India)
265.58
2.05%

Kirloskar Oil Engines
257.88
1.99%

Eris Lifesciences
253.58
1.96%

Kajaria Ceramics
239.25
1.85%

DCB Bank
226.37
1.75%

Peer Comparison

Fund Name
Franklin India Small Cap Fund Growth8.62%
HSBC Small Cap Fund Fund Regular Growth9.43%
Canara Robeco Small Cap Fund Regular Growth10.57%
Kotak Small Cap Growth6.08%
Tata Small Cap Fund Regular Growth-2.46%

Risk & Volitility

Alpha -0.31%
Beta 0.86
Sharpe Ratio0.49
Std Deviation 18.24%
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 Small Cap Fund Growth has an AUM of 12934.43 crores & has delivered CAGR of 18.42% 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 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 Medium & Exceptional respectively.

The top holdings of the fund include Syrma SGS Technology, Equitas Small Finance Bank, Aster DM Healthcare & Brigade Enterprises.

The major sectors where the fund is invested are Regional Banks, Auto & Truck Parts, Biotechnology & Drugs & Electronic Instr. & Controls.

Some of the similar funds are Franklin India Small Cap Fund Growth, HSBC Small Cap Fund Fund Regular Growth, Canara Robeco Small Cap Fund Regular Growth, Kotak Small Cap Growth, Tata Small Cap Fund Regular Growth. Franklin India Small Cap Fund Growth has a sharpe ratio of 0.49 & a standard deviation of 18.24%.