December 31, 2025
RA Jainee
Franklin India Small Cap Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 186.14 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 53.89 |
| Min. Investment (Rs.) | 5,000 |
| Min. SIP Investment (Rs.) | 500 |
| Min. No of Cheques | 12 |
| Benchmark | NIFTY Smallcap 250 TRI |
| AUM Rs. | 13,529 Cr |
| (As on 30-Nov-2025) | |
| Expense | 0.92% |
| 1 Year Return (%) | -8.04 |
| 3 Year Return (%) | 20.73 |
| 5 Year Return (%) | 23.86 |
| 10 Year Return (%) | 16.31 |
| Return Since Launch | 20.10% |
⚖️ Sahifund Review – Franklin India Small Cap Fund
✓ PLUS: Stability, long track record, diversified small-cap exposure
Franklin India Small Cap Fund carries a long and credible performance history, delivering strong 5-year and 10-year returns despite cyclical volatility. The fund maintains a well-diversified portfolio with low stock concentration, helping contain downside risk in sharp corrections. A disciplined investment process and experienced fund management support long-term compounding through SIPs.
⚖️ MINUS: Large AUM, short-term underperformance, small-cap volatility
With AUM above Rs. 13,500 crore, agility in fast-moving small caps may be restricted. Recent 1-year performance is sharply negative, indicating momentum lag versus peers. Like all small-cap funds, interim drawdowns can be steep and test investor patience.
Sahifund Verdict:
Best suited for very patient, long-term SIP investors who can withstand volatility—avoid if short-term performance visibility is critical.
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| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
Small-cap funds are suitable for investors:
1. Seeking exposure in small-cap stocks for high returns
2. Aiming for long-term wealth creation
3. With a 7+ year investment horizon
4. Who can withstand interim sharp declines in investment value
Note:
• Invest only through SIP.
Fund’s Investment Strategy:
The Fund seeks to provide long-term capital appreciation by investing predominantly in small companies. cap companies.
Fund Manager:
1) Akhil Kalluri
Education: Mr. Kalluri is a MBA, IIM Lucknow. B.Tech. (Electronics and Communications Engineering), Andhra University
Experience: Prior to joining Franklin Templeton Mutual Fund, he has worked with Credit Suisse, ICICI Securities.
2) R Janakiraman
Education: Mr. Janakiraman is a B.E and PGDM (Business Management).
Experience: Prior to joining Franklin Templeton Investments, he has worked with Indian Syntans Inv. Pvt. Ltd., Citicorp Information Tech Ltd. and UTI Securities Exchange Ltd.
Investment Details
| Min. Investment (Rs) | 5,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | 1,000 |
| Min. No of Cheques | 12 |
| Min. Balance (Rs) | 1,000 |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 365 days |
Basic Details of Franklin India Small Cap Fund
| Fund House | Franklin Templeton Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 20.10% |
| Benchmark | NIFTY Smallcap 250 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 13,529 Cr |
| (As on 30-Nov-2025) | |
| Expense | 0.92% |
| (As on 30-Nov-2025) | |
| Risk Grade | Average |
| Return Grade | Average |
| Turnover | 25.46% |
Trailing Returns (%) of Franklin India Small Cap Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Franklin India Small Cap Dir | -8.00 | -0.66 | -2.52 | -0.31 | -5.95 | -8.04 | 20.73 | 23.86 | 18.77 | 16.31 |
| BSE 250 SmallCap TRI | -5.89 | -0.50 | -1.40 | -0.69 | -5.54 | -5.62 | 20.45 | 22.39 | 18.16 | 14.80 |
| Equity: Small Cap | -5.17 | -0.63 | -1.90 | -0.25 | -3.98 | -5.18 | 20.98 | 24.12 | 21.27 | 17.25 |
| Rank within category | 36 | 28 | 39 | 23 | 27 | 35 | 15 | 12 | 16 | 9 |
| Number of funds in category | 43 | 52 | 50 | 49 | 46 | 43 | 31 | 24 | 17 | 12 |
Peer Comparison of Franklin India Small Cap Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Franklin India Small Cap Dir | 4 star | -8.04 | 20.73 | 23.86 | 0.92 | 13,529 | 20.10 | 1.00 (365) | 12Y 11M | 25.46 |
| Nippon India Small Cap Dir | 4 star | -4.73 | 22.26 | 28.17 | 0.63 | 68,572 | 24.27 | 1.00 (365) | 12Y 11M | 12.00 |
| HDFC Small Cap Dir | 4 star | -0.26 | 21.20 | 25.52 | 0.67 | 38,020 | 19.25 | 1.00 (365) | 12Y 11M | 9.49 |
| Quant Small Cap Dir | 4 star | -2.33 | 21.52 | 30.49 | 0.75 | 30,170 | 17.37 | 1.00 (365) | 12Y 11M | 151.00 |
| Bandhan Small Cap Dir | 5 star | -0.6 | 31.44 | 27.39 | 0.42 | 18,174 | 31.92 | 1.00 (365) | 5Y 10M | 25.00 |
Portfolio Analysis of Franklin India Small Cap Fund
| No. of Stocks | 99 |
| Top 10 Stocks | 21.29% |
| Top 5 Stocks | 11.74% |
| Top 3 Sectors | 55.89% |
| Portfolio P/B Ratio | 3.19 |
| Portfolio P/E Ratio | 28.89 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 16,586 | 19,653 |
| Giant (%) | 4.29 | 6.73 |
| Large (%) | 1.06 | 6.19 |
| Mid (%) | 58.19 | 64.67 |
| Small (%) | 36.46 | 29.82 |
| Tiny (%) | — | 0.33 |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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