Franklin India Smaller Companies Fund (G)

3
Small Cap NAV 48.7725 -1.21 13 November, 2019
  • 7.17%
  • 10Y 1M

Franklin Smaller Companies Fund invests predominantly in equity and equity-related securities of small-cap companies. Seeking to provide long-term capital appreciation, the fund keeps the principal amount of investors at moderately high-risk. Franklin India Smaller Companies Fund Growth is ideal for the investors with an investment horizon of 5 years or more.

Fund Details

Category Small Cap
Fund Type Open Ended
Investment Plan Growth
Launch Date 13 January, 2006
Benchmark NIFTY Smallcap 250 Index
Asset Size(Cr) 7004.97 (As on Sep 30, 2019)
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load 1% for 365 days
Expense Ratio 1.88% (As on Sep 30, 2019)
Fund Manager R Janakiraman , Hari Shyamsunder

Investment Returns (As on 13 Nov, 2019)

  • 3 Month 4.09%
  • 6 Month -5.07%
  • 1 Year -6.01%
  • 3 Year 2.06%
  • 5 Year 7.17%
Graph
Returns Compare with Others
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  • 5Y

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Asset Allocation

  • Equity: 90.69%
  • Debt: 0.00%
  • Cash: 9.31%

Top Sector Allocation

  • Sector Allocation (%)
  • CallCashOtherAssets9.3095
  • FinolexCablesLtd3.8232
  • RepcoHomeFinanceLtd3.0488
  • eClerxServicesLtd2.8145
  • HDFCBankLtd2.2416
  • VoltasLtd2.2056
  • BrigadeEnterprisesLtd2.1884
  • HealthCareGlobalEnterprisesLtd2.0984
  • GujaratMineralDevelopmentCorpLtd2.0718
  • MusicBroadcastLtd1.9956

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Franklin India Smaller Companies Fund (G) -6.01% 2.06% 7.17%
SBI Small Cap Fund (G) 8.75% 12.55% 16.48%
HDFC Small Cap Fund (G) -8.28% 9.03% 9.43%
Nippon India Small Cap Fund (G) -4.46% 8.49% 10.61%
L&T Emerging Businesses (G) -7.62% 7.75% 11.01%
Aditya Birla Sun Life Small Cap Fund (G) -11.17% -0.08% 6.62%

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Franklin India Smaller Companies Fund - Ensures Capital Growth

Franklin Smaller Companies growth plan offers various investment benefits to the investors which help them achieve their financial goals as it has high growth potential. This is a mutual fund programme which is formulated by the expert fund managers after in-depth market research. Franklin India smaller companies fund g falls under the ‘Small & Mid Cap’ category of equity funds, which provides capital appreciation in the long run.

This plan was launched on 13/01/2006. It is an open-ended Franklin SmallCap scheme, which aims to offer higher returns by investing in the mid and small cap companies. Generally, 75% of the assets are invested in corporates that have small market capitalisation. The benchmark against which franklin smaller companies fund scheme is evaluated is Nifty Free Float Midcap 100. This is a growth-oriented plan which focuses on providing hike in the level of income. Here we have provided a synopsis of the top performing Franklin Smaller Companies growth scheme in India; that would assist in getting an idea about overall analysis.

Portfolio Review : Franklin India Smaller Companies Fund

The composition graph of franklin smaller companies fund depicts 90.33% assets being allotted into equity and 9.67% in the cash and call instruments. The sector in which the funds of these schemes are allocated includes industrial products, banks, finance, software, and media. Furthermore, if we take into consideration the top-five holdings of franklin india smaller companies g scheme online investment, it includes:

  • Finolex Cables Ltd.
  • Equitas Holdings Ltd.
  • Yes Bank Ltd.
  • Eclerx Services Ltd.
  • Repco Home Finance Ltd.

Franklin Smaller Companies Fund : Performance Evaluation

  • The Franklin India Smaller Companies Growth Fund from Franklin mutual fund has been performing immensely in the investment market since its inception. This scheme is ranked first under the ‘Small & Mid Cap’ by CRISIL for the quarter ended June 2016. NAV performance of Franklin smaller companies fund has also been appreciable and amounted to Rs. 47.274 as on 20th Sept 2016.
  • Franklin smaller companies fund g annualised return as per the latest available data measures to be 43.6% and 29.0% for three-and five-year investments. Apart from that, generated returns as against the set benchmark are comparatively higher which shows its market possession. Discrete twelve months performance of franklin smaller companies fund g from June 2015 to June 2016 is 14.74% as against 6.20%(S&P CNX MidCap) set benchmark.

Franklin India Smaller Companies Fund Growth - Fund Fact Sheet

With the ability to counter the market volatility and keep a biased quality stock, best franklin india smaller companies fund growth scheme has held an upper ground in the market and hence holds five-star rating. It has a bottom-up style of investing wherein fund under small cap funds category focuses on the entities that can perform better even if its industry lacks efficiency. With this, it hunts for growth at a reasonable cost and benefits the investors. The CRISIL rating and yearly returns record show a remarkable position held by franklin india smaller companies fund nav growth plan in the mutual fund market.

Conclusion:

The Franklin Smaller Companies Fund is the best strategy for the investors who are seeking long-term capital appreciation and want to invest particularly in the mid and small cap corporates. With the outstanding performance of franklin smaller companies fund g in its category, this would yield higher yields for them. So, one can opt for Franklin India Smaller Companies growth plan in order to accomplish the desired growth and aspiring future. My SIP online is the best place where you will get complete details related to online investment in scheme in order to take right investment decisions.

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I was looking for making a fruitful investment in the mutual funds. And MySIPonline helped me in making the best choice for the same. I opted for Franklin India Smaller Companies Fund growth, as per the assistance of the financial analysts of MySIPonline. I want to thank him for his help and guidance which helped me in earning growth of capital.
Hema Shrimali
I keep a permanent check on the financial markets and mutual funds, and a small-cap fund that has attracted me is the Franklin India Smaller Companies Fund. The fund has consistently provided excellent returns, so I had also started my investment in the fund one year ago. The fund and its management team did not disappoint me, and I am going to stay invested in the fund for the next 10 years to accomplish my goals.
Garvit Mehta
Thankfully, MySIPonline has explained to me that mutual funds are subject to market risk and you couldn’t expect gain without pain. As I’m an aggressive investor, they advised me to invest in Franklin India Smaller Companies Fund g, and I’m happy with the valuable suggestion.
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