Get access to more insightful information
By signing up to Upstox today
Franklin India Smaller Companies Fund Direct growth
Equity • Small Cap • Direct growth
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Small Cap
Direct growth
Launched On
01 Jan 2013
12 years ago
Lock-in Period
No lock-in
NAV
as of 03 Jan 2025
₹204.5
-0.2312% (-0.40)
AUM
₹13,944 Cr
Expense ratio
0.89%
Benchmark
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 1Y
1%
If units sold after 1Y
0%
Distribution
Asset split
Market capital
Equity94.33%
Cash5.81%
What's in this fund?
Sectors
Holdings
Industrials
Financial Services
Consumer Cyclical
Healthcare
Basic Materials
Fund House
Franklin Templeton
Inc: 01 Dec 1993 • Total AUM: ₹1,07,176 Cr • Rank #16Franklin Templeton Mutual Fund, started in 2004, has Franklin Templeton India as its sponsor. The fund house is headed by Sanjay Sapre as the CEO. As of 31 March 2024, it has an AUM of ₹95,924 Cr. It functions under the holding company Templeton Asset Management India Pvt. Limited.
Fund Managers
R. Janakiraman
Experience: 13.92 yrs • Total AUM: 3,95,795 Cr
Sandeep Manam
Experience: 31.10 yrs • Total AUM: 5,75,213 Cr
Akhil Kalluri
Experience: 2.90 yrs • Total AUM: 1,84,188 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Other top rated funds
HDFC Small Cap Fund
Equity • Small Cap • Direct Growth3Y CAGR
23.51%
Expense ratio
0.71%
Returns vs category
Risk vs category
Axis Small Cap Fund
Equity • Small Cap • Direct Growth3Y CAGR
21.35%
Expense ratio
0.56%
Returns vs category
Risk vs category
ICICI Prudential Smallcap Fund
Equity • Small Cap • Direct Growth3Y CAGR
20.45%
Expense ratio
0.76%
Returns vs category
Risk vs category
SBI Small Cap Fund
Equity • Small Cap • Direct Growth3Y CAGR
20.22%
Expense ratio
0.67%
Returns vs category
Risk vs category
Kotak Small Cap Fund
Equity • Small Cap • Direct Growth3Y CAGR
19.64%
Expense ratio
0.49%
Returns vs category
Risk vs category
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.