Franklin India Smaller Companies Fund Growth
Get the latest NAV of Franklin India Smaller Companies Fund Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹169.86
▲0.6%1D
NAV as on 23 May 2025
15.76%/per year
Since Inception
▲▼
Franklin India Smaller Companies Fund Growth Performance vs. Nifty Smallcap 250
Fund returns vs Benchmark returns vs Category Average returns as on (23-May-25)
The fund has outperformed the benchmark (Nifty Smallcap 250) over 3Y, 5Y, but underperformed over 1Y.
Peer comparison
Franklin India Smaller Companies Fund Growth Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Franklin India Smaller Companies Fund Growth Asset Allocation
See fund asset allocation details as on (13-May-25)
Fund Distribution
as on (13-May-25)
Equity 92.2%
Debt & Cash 7.7%
Franklin India Smaller Companies Fund Growth Sector Allocation
See fund sector allocation details as on (13-May-25)
Sector Allocation
Equity 92.2%
Debt & Cash 7.7%
Top 3 Sectors in April were Industrial, Financial Services & Consumer Cyclical
Financial Services
21%
Industrial
20%
Consumer Cyclical
17%
Industrial
21%
Financial Services
21%
Consumer Cyclical
17%
Franklin India Smaller Companies Fund Growth Holdings Details
as on (30-Apr-25)
Equity
Franklin India Smaller Companies Fund Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 1.76% |
Benchmark | Nifty Smallcap 250 TR INR |
| AUM | ₹12530 Cr |
| Inception Date | 13 January, 2006 |
| Min Lumpsum/SIP | ₹5000/₹500 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 27.71% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
About Franklin India Smaller Companies Fund Growth
Franklin India Smaller Companies Fund Growth is an equity fund. This fund was started on 13 January, 2006. The fund is managed by R. Janakiraman. The fund could potentially beat inflation in the long-run.
Key Parameters
- Franklin India Smaller Companies Fund Growth has ₹12530 Cr worth of assets under management (AUM) as on Apr 2025 and is more than category average.
- The fund has an expense ratio 1.8.
Returns
Franklin India Smaller Companies Fund Growth has given a CAGR return of 15.76% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 3.11%, 27.50% and 37.95% respectively.
Holdings
Franklin India Smaller Companies Fund Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Industrial, Consumer Cyclical, Health, Basic Materials, Tech, Real Estate, Consumer Defensive, Utilities, Government, Corporate, Energy. Its top holdings are Aster DM Healthcare Ltd Ordinary Shares, Brigade Enterprises Ltd, Equitas Small Finance Bank Ltd Ordinary Shares, Karur Vysya Bank Ltd, Deepak Nitrite Ltd
Taxation
As it is a small-cap mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Franklin India Smaller Companies Fund Growth
The Fund seeks to provide long-term capital appreciation by investing predominantly in small cap companies.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 500.00. Franklin India Smaller Companies Fund Growth has no lock in period.
Fund Manager
R. Janakiraman
Fund Manager of Franklin India Smaller Companies Fund Growth, since 1 February 2011
- AUM of the fund stands at 12.5K Cr as of Apr'25
- AUM increased by 560.7 Cr between Apr'25 and Mar'25
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Frequently Asked Questions for Franklin India Smaller Companies Fund Growth
What is the current NAV of Franklin India Smaller Companies Fund Growth?
What are the average returns of Franklin India Smaller Companies Fund Growth?
Franklin India Smaller Companies Fund Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 5.02% | 5.02% |
6 Month Returns | -1.44% | -1.44% |
1 Year Returns | 3.11% | 3.11% |
3 Years Returns | 107.28% | 27.5% |
How do I invest in Franklin India Smaller Companies Fund Growth?
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
What is the expense ratio of Franklin India Smaller Companies Fund Growth?
What is net assets under management (AUM) of Franklin India Smaller Companies Fund Growth?
What are the top 5 holdings of Franklin India Smaller Companies Fund Growth?
What are the top 3 sectors that this Franklin India Smaller Companies Fund Growth has invested in?
What is the alpha of Franklin India Smaller Companies Fund Growth?
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Franklin India Smaller Companies Fund Growth | -0.69 | 3.85 | 3.45 |
What is the beta of Franklin India Smaller Companies Fund Growth??
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Franklin India Smaller Companies Fund Growth | 0.88 | 0.82 | 0.82 |
What is the sharpe ratio of Franklin India Smaller Companies Fund Growth?
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Franklin India Smaller Companies Fund Growth | -0.31 | 0.8 | 1.42 |
What is the standard deviation of Franklin India Smaller Companies Fund Growth?
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Franklin India Smaller Companies Fund Growth | 21.14 | 17.62 | 17.84 |