Franklin India Small Cap Fund (Formerly known as Franklin India Smaller Companies Fund) ^
Current NAV
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1Y Return
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3Y Return
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5Y Return
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AUM
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Category
Small Cap
Top Holdings
Top stocks held by this fund as of May 2026 (Source: AMC monthly disclosure)
Equitas Small Finance Bank Ltd.
Banks
Syrma SGS Technology Ltd.
Industrial Manufacturing
Kirloskar Oil Engines Ltd.
Industrial Products
Eris Lifesciences Ltd
Pharmaceuticals & Biotechnology
MTAR technologies Ltd.
Electrical Equipment
Kajaria Ceramics Ltd.
Consumer Durables
PNB Housing Finance Ltd.
Finance
Angel One Ltd.
Capital Markets
Brigade Enterprises Ltd
Realty
Aster DM Healthcare Ltd.
Healthcare Services
CESC Ltd.
Power
Metropolis Healthcare Ltd.
Healthcare Services
Deepak Nitrite Ltd
Chemicals & Petrochemicals
Hindustan Aeronautics Ltd.
Aerospace & Defense
Crompton Greaves Consumer Electricals Ltd.
Consumer Durables
Sobha Ltd
Realty
DCB Bank Ltd.
Banks
Medplus Health Services Ltd.
Retailing
Data Patterns (India) Ltd.
Aerospace & Defense
Zensar Technologies Ltd
IT - Software
📋 All returns shown are for Direct-Growth plan. Data from AMC monthly portfolio disclosure.
SIP in Franklin India Small Cap Fund (Formerly known as Franklin India Smaller Companies Fund) ^
If you had invested ₹10,000/month via SIP:
1 Year SIP
₹127,200
Invested: ₹1,20,000
3 Year SIP
₹403,200
Invested: ₹3,60,000
5 Year SIP
₹744,000
Invested: ₹6,00,000
Invest in Franklin India Small Cap Fund (Formerly known as Franklin India Smaller Companies Fund) ^
Start SIP from ₹500/month on these platforms
Portfolio Overlap
Funds that share the most stock holdings with Franklin India Small Cap Fund (Formerly known as Franklin India Smaller Companies Fund) ^.
View full overlap analysis →More Small Cap Funds
About Small Cap Funds
Small Cap mutual funds are a category defined by SEBI (Securities and Exchange Board of India) under their mutual fund categorization framework. These funds invest primarily in equities that match the small cap profile, with specific allocation mandates that fund managers must follow. The category determines the fund's risk-return characteristics and its suitability for different investor profiles.
When evaluating a Small Cap fund like Franklin India Small Cap Fund (Formerly known as Franklin India Smaller Companies Fund) ^, key metrics to consider include: 3-year and 5-year CAGR (rolling returns are more reliable than point-to-point), expense ratio (Direct plans have lower costs), portfolio turnover, standard deviation (volatility measure), Sharpe ratio (risk-adjusted returns), and alpha generation over benchmark. A fund that consistently beats its benchmark index over multiple market cycles is a strong candidate.
For long-term wealth creation, Small Cap funds work best with a systematic investment plan (SIP) over 5+ years. SIP helps average out market volatility through rupee cost averaging. Lump sum investments are better timed during market corrections. Always ensure your mutual fund portfolio is diversified across 3-4 categories rather than concentrating in a single fund type. Consult a SEBI-registered investment advisor for personalized advice based on your financial goals and risk appetite.
Frequently Asked Questions
Is Franklin India Small Cap Fund (Formerly known as Franklin India Smaller Companies Fund) ^ good for SIP?
Franklin India Small Cap Fund (Formerly known as Franklin India Smaller Companies Fund) ^ is a Small Cap fund with moderate risk. For SIP investors, consistency of returns matters more than absolute returns. Check the fund's rolling returns and standard deviation before committing to a SIP. Small Cap funds are generally suitable for SIP with a minimum 5-year investment horizon for optimal results.
What is the risk level of this fund?
Franklin India Small Cap Fund (Formerly known as Franklin India Smaller Companies Fund) ^ is categorized as moderate risk as per SEBI's riskometer methodology. This assessment considers market cap allocation, sector concentration, and historical portfolio volatility. This risk level indicates relatively stable returns with moderate portfolio fluctuation.
How to invest in this fund?
You can invest in Franklin India Small Cap Fund (Formerly known as Franklin India Smaller Companies Fund) ^ (Direct-Growth plan) through platforms like Groww, Zerodha Coin, Kuvera, or directly from the AMC website. Minimum SIP amount starts at ₹500/month on most platforms. Complete KYC (PAN + Aadhaar verification) is mandatory before your first investment.
What are the tax implications?
For equity mutual funds in India: Short-term capital gains (units held less than 1 year) are taxed at 20%. Long-term capital gains (held more than 1 year) above ₹1.25 lakh in a financial year are taxed at 12.5%. ELSS funds have a mandatory 3-year lock-in period. Dividend income from mutual funds is added to your income and taxed at your applicable slab rate.