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Franklin India Smaller Cos Fund
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.90 | 42.85 | 1.39 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.22 | 52.40 | 1.20 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
|---|
| Nifty Smallcap 250 |
About Small Cap Fund
Small Cap funds invest in stocks of the companies ranking 251st onwards in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of small cap companies. These funds are relatively more riskier than mid-cap and large-cap funds
Peers & Comparison
EquitySmall Cap Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Franklin India Smaller Cos Fund | 28.26% | 23.70% | 22.57% |
| Nippon India Small Cap Fund | 33.54% | 27.10% | 27.00% |
| SBI Small Cap Fund | 28.36% | 18.95% | 25.86% |
| HDFC Small Cap Fund | 25.09% | 22.99% | 20.88% |
Price Comparison
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Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Weightage
Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
- Brigade Enterprises Ltd3M change : -0.09 %
Holdings
3.27 %
-0.09 % - Aster DM Healthcare Ltd3M change : 0.67 %
Holdings
2.70 %
0.67 % - Deepak Nitrite Ltd3M change : -0.34 %
Holdings
2.62 %
-0.34 %
AMC Profile
Franklin Templeton Investments began its operations in India back in 1996 under the name Templeton Asset Management India Pvt. Ltd. The trust, Franklin Templeton Mutual Fund, is registered with SEBI under the registration number MF/026/96/8.
No.of Schemes
35
Total AUM
₹ 1,13,998.57 Cr.
Fund Manager Profile
R. Janakiraman
AUM: ₹66,590.64 Cr.
|
Exp: 15yrs
Akhil Kalluri
AUM: ₹31,322.68 Cr.
|
Exp: 11yrs
Sandeep Manam
AUM: ₹90,333.24 Cr.
|
Exp: 12yrs
Manager Performance (0)
Tax Implications
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Investment frequency
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Monthly Investment Amt. (₹)
Investment period (years)
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Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%