Franklin India Smaller Companies Fund - Direct
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 Type
Open-ended
Scheme Category
Small-Cap
Benchmark Type
Nifty Midcap 100 Index
Scheme AUM (in Crs.)
₹ 6777.17
Expense Ratio
0.9%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 109525
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Small-Cap |
| Benchmark Type | Nifty Midcap 100 Index |
| Scheme AUM (in Crs.) | ₹ 6777.17 |
| Expense Ratio | 0.9% |
| Scheme Class | Equity |
| AMC AUM (in Crs.) | ₹ 109525 |
| Min Subscription | ₹ 5000 |
| Min Addition Subscription | ₹ 1000 |
Performance
Comparison
Portfolio
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
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(%)
Finolex Cables Ltd.
Equity
3.31
Vardhman Textiles Ltd.
Equity
2.84
HDFC Bank Ltd.
Equity
2.66
Repco Home Finance Ltd.
Equity
2.59
eClerx Services Ltd
Equity
2.38
Infosys Ltd.
Equity
2.28
Cyient Limited
Equity
2.10
Nesco Ltd.
Equity
2.05
Karur Vysya Bank Ltd.
Equity
2.01
Dr. Lal Pathlabs Ltd.
Equity
1.99
Sector Allocation(%)
Sector
Percent
Services
7.64
Engineering
7.26
Financial
18.98
Construction
11.03
Chemicals
11.02
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 Analysis
Though 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.
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Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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