Comprehensive analysis of Franklin India Smaller Companies Fund-Direct(IDCW) (15839) 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
Low Expense Ratio
Balanced Mix
Experienced Team
Neutral Fit
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.
Historical performance consistency
Fund manager experience
Outperformance vs benchmark
Fund management costs
Recent performance momentum
Assets under management
Risk-adjusted returns
Market exposure level
This fund has outperformed its benchmark by 0.87% over the 3Y period.
See how your money can grow and compare with popular investment options
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 | 5.16% |
Aster DM Healthcare Ltd | Healthcare | 3.12% |
Brigade Enterprises Ltd | Realty | 3.07% |
Karur Vysya Bank Ltd | Banks | 2.65% |
Equitas Small Finance Bank Ltd | Banks | 2.30% |
ERIS Lifesciences Ltd | Pharmaceuticals | 2.25% |
CCL Products (India) Ltd | Plantation & Plantation Products | 1.98% |
Kalyan Jewellers India Ltd | Diamond, Gems and Jewellery | 1.97% |
Deepak Nitrite Ltd | Chemicals | 1.97% |
Zensar Technologies Ltd | IT - Software | 1.94% |
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 13 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.