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Franklin India Smaller Companies Direct Fund-Growth rating rating rating rating rating

Equity Small Cap

PLAN: GROWTH TYPE : OPEN-ENDED OPTION: Growth

1 Yr return

-4.77%

3 Yrs CAGR returns

4.91%

5 Yrs CAGR returns

8.62%

NAV as on 15 Nov

₹ 52.79 by 0.18 ( 0.34%)

Expense ratio

0.92

Fund Size (Cr)

₹ 7576.97


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Performance Graph*
Returns Calculator
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If ₹5000 invested for 1

Estimated returns*

₹ 0

with % annual returns

Direct Funds
Estimated amount
₹ 10,27,000
Regular Funds
Estimated amount
₹ 9,91,000

* The calculator, based on assumed rate of returns, is meant for illustration purposes only.More

The calculations are not based on any judgments of the future return and should not be construed as promise on minimum returns. Information gathered and material used in this calculator is believed to be from reliable sources. Paisabazaar however does not warrant the accuracy, reasonableness and/or completeness of any such information. While utmost care has been exercised while preparing the calculator, Paisabazaar does not warrant the completeness or guarantee that the achieved computations are flawless and/or accurate and disclaims all liabilities, losses and damages arising out of the use or in respect of anything done in reliance of the calculator.

investment objective

The Fund seeks to provide long-term capital appreciation by investing predominantly in small companies. cap companies.

Tax Implications

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

riskometer
Top Holdings
Top 10 Sectors %
Financial 18.16
Construction 12.34
Chemicals 10.71
Others 7.03
Energy 6.55
Services 6.39
Engineering 6.28
FMCG 5.99
Health Care 5.8
Textiles 4.71
Top 10 Sectors %
Others 6.76
Banking 4.84
Crude Oil & Natural Gas 2.91
Real Estate 2.82
Organic Chemicals 2.76
ACs & Refrigerators 2.54
Cosmetics & Toiletries 2.46
Dyes & Pigments 2.36
Wires & cables 2.24
Diversified 2.23
Fund house details
Fund House Franklin Templeton Mutual Fund
Fund Manager Hari Shyamsunder
Fund Setup Date 01 Jan 2013
Address Indiabulls Finance Center, Tower 2, 12th and 13th Floor, Senapati Bapat Marg, Elphinstone Road (West)
Contact 1-800-4254255/ 60004255
Email ID service@templeton.com
More About This Fund

An open-ended equity scheme that invests in small cap companies across various sectors. It primarily looks for companies that have the potential to become future market leaders, even though they have low market capitalization currently.

R Janakiraman, the fund manager of Franklin India Smaller Companies Fund has been managing the fund from the past 10 years, and owing to his excellent investment skills and proficient stock selection, the fund has delivered historical performance in the long time frame.

The fund is well diversified in terms of sector allocation, with total assets under management invested in financial, construction, services sector, etc. It has allocated around 18% of the assets in the financial sector.

What are Small Cap Funds?

Equity Mutual Funds that predominantly invest in equity securities of small cap companies are known as Small Cap Funds. Firms that have been ranked below 250 in terms of market capitalization by the Securities and Exchange Board of India (SEBI) are known are small cap firms.

What You Could Gain?

Since the majority of assets are allocated to equity of small cap companies with high growth potential, there is a high chance of earning magnificent returns in the long run.

It aids in the diversification of your investment portfolio by providing exposure to emerging businesses and not just the established business houses. The latter’s exponential growth will give a jump to your overall capital gains.

When the market is bullish, small cap funds outperform large cap and mid cap funds owing to their high growth prospects.

What You Could Lose?

Small Cap Funds are one of the riskiest investment options out of all the categories of equity mutual funds. There is a possibility that one could lose the invested money, or not earn as much as s/he could have from a guaranteed investment.

According to historical return data, it has been noted that Franklin India Smaller Companies Fund has underperformed compared to its peers and benchmark in the short run. Therefore, this fund is not a good option if you wish to earn substantial returns in a short time frame.

Who should invest in Franklin India Smaller Companies Fund?

If you’re an aggressive investor, with high risk appetite, you can consider this fund for investment.

If an individual has a long term investment horizon with the financial goal of wealth creation, this fund offers an amazing opportunity for substantial capital appreciation.

This fund is suitable for investors who have experienced market volatility in the past, as the amateur investors might panic during bearish markets when the returns are low, or maybe in negative. This panic leads to withdrawal before the suggested investment period, thereby, resulting in low returns or losses.

How to Invest in this Fund online?

  • Sign Up/Sign In to Paisabazaar.com and go to ‘Equity Funds
  • Click on the section of ‘Small Cap Funds’
  • Type and search directly by the name of Franklin India Smaller Companies Direct Growth. Once it opens up, look at the details. You can also compare similar funds as well as use SIP Calculator or Lumpsum Calculator to estimate the future value of your investment.
  • Click on ‘Invest Now’, select either Lump sum or SIP

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FAQs

Q. What is the entry load for this fund?
A. There is no applicable entry load on the aforementioned fund.

Q. What is the exit load for this scheme?
A. If an investor redeems the purchased units within 1 year of allotment of units, an exit load of 1% is payable by the investor. However, no exit load is levied for redemption of units after 1 year of purchase.

Q. How are returns from this fund taxed?
A. If returns are withdrawn before one year of investment, Short Term Capital Gains (STCG) Tax of 15% is levied. Long Term Capital Gains (LTCG) Tax above capital gains of ₹1 lakh is levied on returns withdrawn after 1 year of investment.

Q. What is the suggested investment horizon for this fund?
A. As the underlying equity investment of this fund is highly sensitive to market fluctuations, it is advisable to stay invested for at least 5 years, for substantial capital appreciation.

Q. Is there any lock-in period for investment in this scheme?
A. No. Investors can redeem their investment as per their wish and needs.