Franklin India Smaller Companies Fund (Equity, Small Cap)

Moderately High
14 yrs 1 monthsStarted on:13 Jan 2006
₹ 6928.77 Cras on: 17 Jan 2020
Long Term Horizon
1.95%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

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

Exit Load

w.e.f 14/01/2011 Entry Load - NIL; Exit Load: 1% if redeemed/switched-out within 1 year from the date of allotment: For SIP/STP, basis registration date
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Tenure

TenureReturns (CAGR)
YTD5.47
1 Month7.53
3 Month8.33
3 YR4.29

SIP Returns

TenureReturns (CAGR)
1 YR7.14
5 YR3.89
10 YR15.13

Portfolio

Company Name% Assets
HDFC Bank Ltd.5.08
Deepak Nitrite Ltd.3.06
Brigade Enterprises Ltd.3.03
Nesco Ltd.2.69
JB Chemicals & Pharmaceuticals Ltd.2.44
Hindustan Petroleum Corpn. Ltd.2.4
Voltas Ltd.2.4
Vardhman Textiles Ltd.2.37
Atul Ltd.2.25
Finolex Cables Ltd.2.2

Top Sectoral Holdings

Sector Name% Assets
Financial18.04
Construction12.41
Chemicals9.8
Services7.15
Healthcare6.2
Engineering6.06
Energy5.74
FMCG5.38
Textiles4.75
Technology3.96

Indicators

LabelValue
Portfolio turnover ratio16.42
Standard Deviation14.76%
Beta0.69%

R Janakiraman,Hari Shyamsunder,Pyari Menon

Mr. Janakiraman is a B.E and PGDM (Business Management).Mr. Shyamsunder is a Bachelor in Engineering (Mechanical) from NIT, Tiruchirapalli and holds a PGDM from IIM-B. He is also a Chartered Financial Analyst from CFA Institute.Mr. Menon has done Master of Business Administration (The University of Melbourne) and Bachelor of Technology (IIT Madras).
Prior to joining Franklin Templeton Investments, he has worked with Indian Syntans Inv. Pvt. Ltd., Citicorp Information Tech Ltd. and UTI Securities Exchange Ltd.Prior to joining Franklin Templeton Mutual Fund he worked with BG India Pvt. Ltd. as Business Analyst (2005-2009).Prior to joining Franklin Templeton Asset Management (India) Pvt. Ltd (April 2019- till date), he has worked with Tano Capital (September 2012 – December 2018), Daiwa Securities (November 2010-April 2012), Intellectual Ventures (March 2009-November 2010).

Other Funds Managed by R Janakiraman,Hari Shyamsunder,Pyari Menon