Franklin India Small Cap Fund · Regular · Growth
Franklin Templeton Mutual Fund
NAV
₹174.7273
as of 17 Jun 2026
Expense Ratio
1.76%
AUM
₹12,756 Cr
Lumpsum returns (CAGR)
- 1Y
- +1.04%
- 3Y
- +16.23%
- 5Y
- +18.17%
- Since Inception
- +15.03%
SIP returns (XIRR)
- 1Y
- +10.01%
- 3Y
- +8.07%
- 5Y
- +14.99%
- Since Inception
- +17.28%
Beat the benchmark — ₹100/month SIP
Same SIP in this fund vs the benchmark index
This fund
₹1,78,967
Benchmark
₹1,33,577
+₹45,390 extra wealth vs the benchmark index
Backtest this SIP yourselfSIP since inception — what ₹100/month became
Real NAV backtest from day one
₹24,500
Invested
₹1,78,967
Value today
16.9%
XIRR (p.a.)
₹100/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹5,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹5,000
Invested
₹82,954
Value today
14.8%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹10L corpus with ₹5,000/month withdrawals since inception
Corpus is still growing despite monthly payouts
₹10,00,000
Initial corpus
₹12,25,000
Withdrawn
₹76,42,471
Corpus left
+₹78,67,471 net gain — withdrew ₹12,25,000 AND corpus grew
Plan your SWP with real NAV₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹99,39,061
Value today
-0.2%
vs lumpsum
Direct lumpsum would have beaten STP by 0.2% — but STP reduced timing risk
Model your own STP with real NAV₹1 lakh on the worst crash day — 22 Mar 2020
Worst single-day Nifty drop during this fund's life
₹1,00,000
Invested
₹5,20,490
Value today
5.2×
Multiple
Staying invested through that crash turned ₹1L into ₹5,20,490 — a 5.2× return
Read: Staying invested through crashesRisk Metrics
Trailing 1 year, annualised-0.38
Sharpe Ratio
-0.04
Alpha
0.48
Beta
-0.36
Sortino
17.47%
Std Dev
-21.80%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Portfolio holdings
- 1Syrma Sgs Technology Ltd2.45%
- 2Mtar Technologies Ltd2.41%
- 3Equitas Small Finance Bank Ltd2.32%
- 4Kajaria Ceramics Ltd2.27%
- 5Brigade Enterprises Ltd2.21%
- 6Eris Lifesciences Ltd2.13%
- 7Pnb Housing Finance Ltd2.05%
- 8Kirloskar Oil Engines Ltd2.01%
- 9Aster Dm Healthcare Ltd1.99%
- 10Cesc Ltd1.81%
Investment Objective
Franklin India Small Cap Fund · Regular · Growth aims to generate long-term capital appreciation by investing in small-cap companies — ranked 251st and below by market capitalisation. Small-cap funds offer higher growth potential but also carry higher volatility and risk compared to large-cap and mid-cap funds.
About This Fund
Franklin India Small Cap Fund · Regular · Growth is a Small Cap mutual fund offered by Franklin Templeton Mutual Fund. The fund has been operational for over 20 years. It manages assets worth ₹12,756 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Nifty Smallcap 250. The current expense ratio is 1.76%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •Investors who understand that small-cap stocks can be highly volatile and are willing to stay invested for the long term
- •SIP investors who can benefit from rupee cost averaging during market fluctuations