Franklin India Smaller Companies Fund (Equity, Small Cap)

Moderately High
12 yrs 6 monthsStarted on:13 Jan 2006
₹ 7378.91 Cras on: 15 Jun 2018
Long Term Horizon
2.35%
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
Similar Funds
RELIANCE SMALL CAP FUND
Return (CAGR) 20.84%
Crisil Ranking 1
Value Research
SBI Small Cap Fund
Return (CAGR) 21.15%
Crisil Ranking NA
Value Research
Aditya Birla Sun Life Small & Midcap Fund
Return (CAGR) 13.48%
Crisil Ranking 2
Value Research
HDFC Small Cap Fund
Return (CAGR) 16.05%
Crisil Ranking 1
Value Research

Tenure

TenureReturns (CAGR)
1 YR8.13
2 YR17.70
3 YR17.25

SIP Returns

TenureReturns (CAGR)
1 YR0.58
2 YR11.36
3 YR15.45
5 YR22.45
10 YR23.51

Portfolio

Company Name% Assets
Finolex Cables Ltd.3.75
Repco Home Finance Ltd.2.67
HDFC Bank Ltd.2.6
eClerx Services Ltd2.33
Equitas Holdings Ltd.2.17
Nesco Ltd.2.13
Brigade Enterprises Ltd.2.1
Infosys Ltd.2.07
Cyient Limited1.94
Shankara Building Products Ltd.1.91

Top Sectoral Holdings

Sector Name% Assets
Financial17.67
Construction11.96
Chemicals11.27
Services7.94
Engineering7.52
FMCG5.98
Healthcare5.18
Metals4.55
Technology4.01
Energy3.71

Indicators

LabelValue
Portfolio turnover ratio22.93
Standard Deviation14.57%
Beta0.67%
Sharpe Ratio0.63

R Janakiraman,Srikesh Nair,Hari Shyamsunder

Mr. Janakiraman is a B.E and PGDM (Business Management).Mr. Nair is a B.S. Marine Engineering from BITS Pilani and holds a Post Graduate Diploma in Management from Management Development Institute, Gurgaon.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.
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 Asset Management (India) Pvt. Ltd. he has worked with Goldman Sachs Services Private Limited (Apr 2011 - May 2015) as an Analyst and Teekay Shipping (Oct 2007 - Apr 2008 ) as a Trainee Marine EngineerPrior to joining Franklin Templeton Mutual Fund he worked with BG India Pvt. Ltd. as Business Analyst (2005-2009).

Other Funds Managed by R Janakiraman,Srikesh Nair,Hari Shyamsunder

© CRISIL Limited 2017. All Rights Reserved