Franklin India Smaller Companies Fund - Direct Plan
The Franklin India Smaller Companies Fund is an actively managed open-ended equity mutual fund that seeks to provide its investors with long-term capital appreciation through investments in a diversified basket of instruments across market sectors. The fund carries a small-cap bias. This fund is suitable for investors with long investment horizons of 3 years or more. As this is an equity fund with small-cap bias investors in this fund should have a high capacity for risk.
Fund Info
| Scheme Class | Equity |
| Scheme Category | Small-Cap |
| Benchmark Type | S&P BSE Smallcap TR INR |
| Expense Ratio | 0.95% |
| Min subscription | ₹ 5,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 6,953 |
| AMC AUM (in Crs.) | ₹ 1,18,912 |
| Min Addition Subscription | ₹ 1,000 |
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 5.0% | |
| 1000 | 1000 | 11.7% | |
| 1000 | 1000 | 3.61% | |
| 1000 | 1000 | 9.69% | |
| 1000 | 1000 | 11.7% |
Portfolio Info
The Franklin India Smaller Companies Fund invests the majority of its corpus in the small-cap and mid-cap segments of the market, with an approximate allocation of 80% given to these two segments collectively. The fund invests nominally in large-cap equity stocks and debt and other money market instruments. Presently, the fund invests heavily in the Finance, Chemicals, Construction and Engineering sectors of the Indian economy.
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| Call, Cash & Other Assets | Other Assets And Liabilities | 8 |
| HDFC Bank Ltd | Equity | 5 |
| Brigade Enterprises Ltd | Equity | 3 |
| Deepak Nitrite Ltd | Equity | 3 |
| Hindustan Petroleum Corp Ltd | Equity | 3 |
| Voltas Ltd | Equity | 3 |
| Jyothy Labs Ltd | Equity | 3 |
| Nesco Ltd | Equity | 2 |
| J.B. Chemicals & Pharmaceuticals Ltd | Equity | 2 |
| Atul Ltd | Equity | 2 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 92 |
| Other Assets And Liabilities | 8 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Industrials | 26 |
| Financial Services | 18 |
| Basic Materials | 12 |
| Consumer Cyclical | 10 |
| Other Assets And Liabilities | 8 |
Objective
The Fund seeks to provide long-term capital appreciation by investing predominantly in small cap companies.
Suitability
This product is suitable for investors who are seeking• This product is suitable for Investors who are seeking• Long term capital appreciation.• A fund that invests primarily in small and mid cap companies
Fund AnalysisThough the name of fund is smaller companies, its considerable portion is in midcap. It generates satisfactory returns during good times and performs moderately during hostile ones. The superior performance has led to a tremendous increase in the AUM size which might prove to be a concern. But the Management of Franklin has a proven solid track record in managing risk while delivering returns. The trust of AMC in its management and investment mandate is visible by its decision to allow for fresh investments in the fund even with this huge AUM unlike few others in the category.
Franklin Templeton Mutual Fund
AUM₹1,18,912 Cr
About
The firm specializes in conservatively managed mutual funds. It offers products under the Franklin, Templeton, Mutual Series and Fiduciary brand names. Like other large investment companies, the firm offers a wide variety of funds but is traditionally best known for bond funds under the Franklin brand, international funds under the Templeton brand, and value funds under the Mutual Series brand.##With more than 600 investment professionals in 28 countries around the world, Franklin Templeton is uniquely positioned to look beyond the largest or most visible securities in each market to spot smart global investments that meet their rigorous investment criteria.##Franklin Templeton association with India dates back to over 2 decades as an investor. As part of the group major thrust on investing in markets around the world, the India office was set up in 1996 as Templeton Asset Management India Pvt. Limited.
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Investment DurationYears6Months0
Investment Amount₹ 10000
Return Amount₹ 4185
Return Rate6 %
Duration6y 0m