Franklin India Small Cap Fund - Direct - Growth
Expense Ratio: 0.92
Risk: Very High
Equity Scheme - Small Cap Fund
Plan: Direct
Benchmark: Nifty Smallcap 250 TRI
Inception: 16-11-2005
Exit Load: Nil
Fund Size:₹13,331.79 Cr
Performance
1Y
Fund2.97%
Cat. Avg.9.53%
2Y
Fund-3.07%
Cat. Avg.1.54%
3Y
Fund10.75%
Cat. Avg.14.58%
5Y
Fund13.67%
Cat. Avg.14.52%
10Y
Fund14.55%
Cat. Avg.17.13%
SI
Fund19.31%
Cat. Avg.18.90%
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
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Market Cap
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Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Kirloskar Oil Engines Ltd | 387.37 | 2.70% |
| 2 | Equitas Small Finance Bank Ltd | 362.45 | 2.53% |
| 3 | Kajaria Ceramics Ltd | 347.54 | 2.42% |
| 4 | Syrma SGS Technology Ltd | 332.17 | 2.32% |
| 5 | Eris Lifesciences Ltd | 320.21 | 2.23% |
| 6 | Call, Cash & Other Assets | 302.18 | 2.11% |
| 7 | PNB Housing Finance Ltd | 282.56 | 1.97% |
| 8 | Pine Labs Ltd | 282.38 | 1.97% |
| 9 | Hindustan Aeronautics Ltd | 269.44 | 1.88% |
| 10 | Brigade Enterprises Ltd | 258.25 | 1.80% |
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SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 61616 | +2.7% | +5.6% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.24 L. | +3.4% | +3.4% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.90 L. | +5.8% | +3.8% |
| 5Y | 08 Nov, 21 | 3 L. | 4.12 L. | +37.2% | +12.9% |
| 10Y | 07 Nov, 16 | 6 L. | 14.41 L. | +140.2% | +16.9% |
| SI | 07 Jan, 13 | 8.30 L. | 31.38 L. | +278.1% | +17.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.03 L. | +3.0% | +3.0% |
| 2Y | 16 Oct, 24 | 1 L. | 93949 | -6.1% | -3.1% |
| 3Y | 16 Oct, 23 | 1 L. | 1.36 L. | +35.8% | +10.7% |
| 5Y | 18 Oct, 21 | 1 L. | 1.89 L. | +89.5% | +13.7% |
| 10Y | 17 Oct, 16 | 1 L. | 3.90 L. | +289.8% | +14.6% |
| SI | 01 Jan, 13 | 1 L. | 11.42 L. | +1042.4% | +19.3% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.