Why Choose Franklin India Smaller Companies Fund?

Mutual Fund

Franklin India Smaller Companies Fund is an open-ended small cap equity mutual fund. The inception date of Franklin India Smaller Companies Fund is 13th January 2006. Franklin India Smaller Companies Fund is managed by Mr.Janakiraman Rengaraju, Mr. Hari Shyamsunder, and Mr.Srikesh Karunakaran Nair. The benchmark of this fund is NIFTY Smallcap 250 TRI.

Why choose Franklin India Smaller Companies Fund?

Franklin India Smaller Companies Fund is performing well over the years. The last ten years, five years and three years return of this fund is 24.11%, 20.08%, and 12.32%. The return since launch of Franklin India Smaller Companies Fund is 13.69%. Franklin India Smaller Companies Fund comes with two investment options one is Franklin India Smaller Companies Fund Growth and the other one is Franklin India Smaller Companies Fund Dividend but it is advisable to invest in Franklin India Smaller Companies Fund Growth for better result. You also can invest through SIP or lump sum as per your convenient. There are two options available Franklin India Smaller Companies Fund SIP and Franklin India Smaller Companies Fund lump sum. The exit load is 1% if you redeem within 365 days. The expense ratio is 2.01% (as on 28th Feb 2019) for Franklin India Smaller Companies Fund Regular. Franklin India Smaller Companies Mutual Fund manages Rs.6,777cr. (as on 28th Feb 2019). Franklin India Smaller Companies Fund has invests its 94.38% asset in Indian stocks of which 15.7% is in large cap stocks, 17.52% is in mid cap stocks and 59.6% in small cap stocks. Franklin India Smaller Companies Fund is best for long term investors. Investors who are looking for long term capital growth Franklin India Smaller Companies Fund is best for them You have to stay invested at least for five to seven years for a handsome return. As investors are investing in equity small cap so they should be ready for possible losses in their investments.

Top 10 holdings of Franklin India Smaller Companies Fund (08/04/2019)

S.No. Name of Holding Net Assets (%)
1 Call, Cash & Other Assets 5.62
2 HDFC Bank Ltd. 4.24
3 Cyient Ltd. 2.7
4 Vardhman Textiles Ltd. 2.46
5 Finolex Cables Ltd. 2.35
6 eClerx Services Ltd. 2.14
7 Voltas Ltd. 2.11
8 Axis Bank Ltd. 2.05
9 Dr Lal PathLabs Ltd. 1.99
10 Deepak Nitrite Ltd. 1.98

Top 5 sectors of Franklin India Smaller Companies Fund

S.No. Name of Holding Net Assets (%)
1 Bank – Private 13.19
2 Chemicals 6
3 Miscellaneous 5.62
4 Construction – Real Estate 4.75
5 IT – Software 4.58

Franklin India Smaller Companies Fund

  • AUM Size- Rs.6,777cr.(as on 28th February 2019) 
  • Expense Ratio- 2.01% (28th February 2019)
  • Launch Date- 13th Jan 2006 
  • Benchmark- NIFTY Smallcap 250 TRI
  • Risk- Moderately High
  • Return Since Launch- 13.69%

Performance

  1-Year 3-Year 5-Year 10-Year
Fund -9.70 12.32 20.08 24.11
S&P BSE 250 SmallCap TRI -15.40 12.64 13.99 15.06
Category -11.87 13.40 19.95 20.49
Rank within Category 4 7 4 2
Number of funds in category 14 13 10 7

As on Apr 08, 2019

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