Comprehensive analysis of Franklin India Smaller Companies Fund (IDCW) (2773) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Franklin Templeton Asset Management (I) Pvt.Ltd.
seeks to provide long term capital appreciation by investing in mid and small cap companies.
A comprehensive at-a-glance view of key mutual fund health indicators
Weak Returns
High Risk
Moderate Expenses
Equity Focused
Experienced Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund manager experience
Market exposure level
Historical performance consistency
Outperformance vs benchmark
Recent performance momentum
Assets under management
Risk-adjusted returns
Fund management costs
This fund has underperformed its benchmark by 0.22% over the 3Y period.
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Company | Industry | % Assets |
---|---|---|
Net CA & Others | Debt Others | 5.51% |
Net CA & Others | Debt Others | 5.16% |
Aster DM Healthcare Ltd | Healthcare | 3.21% |
Aster DM Healthcare Ltd | Healthcare | 3.12% |
Brigade Enterprises Ltd | Realty | 3.07% |
Brigade Enterprises Ltd | Realty | 2.82% |
Karur Vysya Bank Ltd | Banks | 2.65% |
ERIS Lifesciences Ltd | Pharmaceuticals | 2.43% |
Equitas Small Finance Bank Ltd | Banks | 2.30% |
ERIS Lifesciences Ltd | Pharmaceuticals | 2.25% |
Compare against Small Cap Fund category average
This comparison shows how the fund performs relative to the Small Cap Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Small Cap Fund category
Fund Name | NAV | 6M | 1Y | 3Y |
---|---|---|---|---|
Kotak Small Cap Fund - Direct (G) | ₹311.62 | -3.54% | 0.79% | 23.44% |
Sundaram Small Cap Fund - Direct (G) | ₹288.19 | 0.88% | 4.76% | 27.70% |
Quant Small Cap Fund - Direct (G) | ₹283.40 | 0.61% | -1.60% | 33.21% |
Kotak Small Cap Fund (G) | ₹265.71 | -4.07% | -0.34% | 21.96% |
Quant Small Cap Fund - (G) | ₹260.96 | 0.14% | -2.53% | 31.76% |
Sundaram Small Cap Fund (G) | ₹260.46 | 0.35% | 3.63% | 26.28% |
Quant Small Cap Fund - Direct (IDCW) | ₹221.53 | 0.61% | -1.60% | 33.22% |
DSP Small Cap Fund - Direct (G) | ₹220.52 | -0.02% | 8.58% | 27.48% |
Quant Small Cap Fund - (IDCW) | ₹207.53 | 0.14% | -2.53% | 31.78% |
DSP Small Cap Fund (G) | ₹200.79 | -0.46% | 7.62% | 26.36% |
A seasoned investment professional with over 20 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.