franklin-india-smaller-companies-fund-direct-g

Franklin India Small Cap Fund - Direct (G)

  1. Equity
  2. Small Cap
  • NAV as on Aug 04, 2025 ₹193.37
  • Total Returns 21.16% p.a.

Historical NAV, Returns and Performance

  • High
  • Low
  • CAGR
franklin-india-smaller-companies-fund-direct-g

Overview of Franklin India Small Cap Fund - Direct (G)

  • Fund House
    Franklin India Smaller Companies Fund
  • Fund Size
    ₹13,995 Cr
  • Expense Ratio
    0.89%
  • Benchmark
    Nifty Smallcap 250 TRI
  • Risk Level
    Very High
  • Inception Date
    Jan 01, 2013
  • Lock-in period
    0
  • Exit Load
    1.00% - If redeemed on or before limit shall be 1 year from the date of allotment Nil - If redeemed after 1 year from the date of allotment.
  • Minimum SIP Investment
    ₹100
  • Minimum Lump sum Investment
    ₹5000
  • Short Term Capital Gains
    20% (if redeemed within 1 year)
  • Long Term Capital Gains
    12.5% on profit of ₹1,25,000 if redeemed after 1 year

Franklin India Small Cap Fund - Direct (G) Returns Calculator

Investment type

Years
Total Invested Amount
₹ 12,00,000
Profit
₹ 12,00,000
Total Projected Returns
₹ 12,00,000
Annualised Returns
p.a.
Years
Total Invested Amount
Profit
₹1,00,000
Total Projected Returns
₹1,00,000
Annualised Returns
% p.a.

Franklin India Small Cap Fund - Direct (G) Performance vs Category

Time Period

  • 1 month
  • 3 months
  • 6 months
  • 1 year
  • 3 years
  • 5 years

This Fund

  • -3.06%
  • 7.93%
  • 4.44%
  • -7.48%
  • 25.67%
  • 33.63%

Category Average

  • -2.5%
  • 10.03%
  • 6.18%
  • -2.26%
  • 22.34%
  • 32.19%

Fund Asset Allocation

Top holdings

Top Sectors

  • Banks
    12.08%
  • Cash & Others
    7.01%
  • Chemicals & Petrochemical
    6.92%
  • Industrial Products
    5.95%
  • Pharmaceuticals & Biotech
    5.45%
  • Auto Components
    5.41%

More about Franklin India Small Cap Fund - Direct (G)

Franklin India Small Cap Fund - Direct (G) is a mutual fund under the Small Cap category, managed by Franklin Templeton Mutual Fund. It was launched on 06 Oct 1995, and has been active for over 30 years. As of 31 Mar 2025 the fund manages assets worth ₹13,995 Crores. The expense ratio is 0.89%.

This fund generated returns of -7.48% in the last 1 year. Since its inception, it has provided an average annual return of 21.16%.

The fund's investments are mainly concentrated in sectors like Banks, Cash & Others, Chemicals & Petrochemical, Industrial Products and Pharmaceuticals & Biotech.

The top five holdings in this fund include prominent companies such as Net CA & Others, Aster DM Health., Brigade Enterpr., Karur Vysya Bank and Equitas Sma. Fin.

Fund Managers

  • Akhil Kalluri
  • Sandeep Manam
  • R Janakiraman

Investment Objective

seeks to provide long term capital appreciation by investing in mid and small cap companies.

franklin-india-smaller-companies-fund-direct-g

Frequently Asked Questions about Franklin India Small Cap Fund - Direct (G)

  1. Are {{fund_type}} risky?

    Small cap funds are high-risk as they invest in smaller, less-established companies that can be very volatile.

  2. Should I invest in {{fund_type}}?

    Yes, if you have a high-risk appetite and are seeking high growth over the long term.

  3. How long should I stay invested in {{fund_type}}?

    A long-term holding period of five to ten years is ideal to capture growth in small companies.

  4. Can I withdraw my investment from {{fund_type}} anytime?

    Yes, though staying invested long-term can increase your chances of benefiting from substantial growth.

  5. What are the expenses involved in {{fund_type}}?

    These funds generally have higher expenses, ranging from 1.5% to 2.5%, due to intensive management.

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