Franklin India Smaller Companies Fund (Equity, Small Cap)

54.51
15.74%
2
Capital Appreciation
Long Term Horizon
Moderately High
2.41%
11 yrs 8 months 13 Jan 2006
₹ 6062.7 Cr 17 Aug 2017

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Minimum Investment

  • ₹ 5000.00 for Lumpsum

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

Investment Objective

The scheme aims to provide long-term capital appreciation by investing in mid and small cap companies. Normally, it would invest atleast 75 per cent of its assets in smaller companies.
Tenure Returns (CAGR)
YTD
23.03
3 Month
0.20
1 YR
18.81
2 YR
17.06
3 YR
22.64
Tenure Returns (CAGR)
1 YR
19.96
2 YR
22.57
3 YR
19.34
5 YR
28.73
10 YR
23.57

Portfolio

Company Name % Assets
Finolex Cables Ltd. 3.23
Yes Bank Ltd. 2.83
HDFC Bank Ltd. 2.64
Equitas Holdings Ltd. 2.53
Healthcare Global Enterprises Ltd. 2.52
Gujarat Mineral Devp. Corpn. Ltd. 2.19
Voltas Ltd. 2.1
Brigade Enterprises Ltd. 2.08
Repco Home Finance Ltd. 2.06
Shankara Building Products Ltd. 2.05

Top Sectoral Holdings

Sector Name % Assets
Financial 16.3
Construction 15.09
Engineering 11.24
Chemicals 9
Services 8.55
Metals 5.45
Energy 5.15
FMCG 5.05
Healthcare 4.8
Cons Durable 3.95

Indicators

Portfolio turnover ratio 10.07
Standard Deviation 13.95%
Beta 0.9%
Sharpe Ratio 1.26

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

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