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Franklin India Small Cap Fund-Growth

Franklin India Small Cap · Small Cap
Very High
₹176.38
Current NAV
25 Jun 2026
36.7%
1Y Return
13.7%
3Y CAGR
20.7%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Generates significant excess returns relative to benchmark index (Alpha: 5.17).
  • Well-diversified portfolio aligned with the Small Cap mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: Very High Risk
Low Moderate High Very High
Risk Metrics
1.17
Sharpe Ratio
1.37
Beta
5.17
Alpha
1.37
Sortino
Fund Details
Fund House Franklin India Small Cap
Category Small Cap
AUM ₹4720 Cr
Expense Ratio 1.37%
Min SIP ₹500
Min Lumpsum ₹1000
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