Franklin India Small Cap Fund
Direct · Growth ₹200.44
18 Jun 2026
NAV
21.0%
3Y CAGR
18.8%
5Y CAGR
19.8%
10Y CAGR
19.9%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
4.55
Sharpe
-49.9%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹13.06 L | 26.9% | -62.9% | 137.9% |
| 3 Years | ₹36.00 L | ₹49.96 L | 20.3% | -31.4% | 45.5% |
| 5 Years | ₹60.00 L | ₹98.02 L | 18.6% | -15.2% | 40.5% |
| 7 Years | ₹84.00 L | ₹1.60 Cr | 18.2% | -2.2% | 30.3% |
| 10 Years | ₹1.20 Cr | ₹3.32 Cr | 19.8% | 15.1% | 24.0% |
| 12 Years | ₹1.44 Cr | ₹4.88 Cr | 19.0% | 15.1% | 23.3% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY SMALLCAP 250 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 26.9% | 22.0% | 20.7% | +4.9% |
| 3 Years | 20.3% | 15.3% | 22.9% | +5.0% |
| 5 Years | 18.6% | 14.3% | 22.5% | +4.4% |
| 7 Years | 18.2% | 14.3% | 21.7% | +3.9% |
| 10 Years | 19.8% | 13.9% | 21.0% | +5.9% |
| 12 Years | 19.0% | 13.4% | 19.3% | +5.6% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 25.6% | 17.3% | -40.8% | 121.3% | 0.57 | 2.05 | 77% | — | — |
| 3 Years | 21.0% | 21.9% | -13.4% | 49.2% | 1.05 | 3.55 | 91% | — | — |
| 5 Years | 18.8% | 17.1% | -2.4% | 39.3% | 1.28 | 9.28 | 99% | — | — |
| 10 Years | 19.8% | 19.9% | 14.9% | 25.2% | 4.55 | — | 100% | — | — |
-49.9%
Max Drawdown
27 mo
Drawdown Duration
11 mo
Recovery Time
-7.8%
Avg Drawdown
Calmar Ratio by Duration
0.51
1Y
0.42
3Y
0.38
5Y
0.34
7Y
0.40
10Y
0.43
12Y
Compared against NIFTY SMALLCAP 250
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | -0.44 | 0.90 | 89.0% | 88.8% | 1.9% | 1.9% |
| 3 Years | +0.62 | 0.82 | 83.2% | 81.8% | 17.1% | 18.6% |
| 5 Years | +4.70 | 0.82 | 84.1% | 79.2% | 19.0% | 16.1% |
| 7 Years | +2.33 | 0.85 | 85.0% | 82.1% | 19.6% | 19.1% |
| 10 Years | +3.17 | 0.80 | 80.4% | 76.5% | 16.3% | 14.7% |
| 12 Years | +5.82 | 0.78 | 80.0% | 73.9% | 17.9% | 13.6% |
| 15 Years | +5.97 | 0.78 | 79.6% | 72.6% | 17.7% | 13.2% |
81
Total Holdings
21.4%
Top 10 Weight
28
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Equitas Small Finance Bank Ltd | 2.44% |
| 2 | Syrma SGS Technology Ltd | 2.38% |
| 3 | Kirloskar Oil Engines Ltd | 2.28% |
| 4 | Eris Lifesciences Ltd | 2.26% |
| 5 | MTAR Technologies Ltd | 2.23% |
| 6 | Kajaria Ceramics Ltd | 2.22% |
| 7 | PNB Housing Finance Ltd | 2.03% |
| 8 | Angel One Ltd | 1.98% |
| 9 | Brigade Enterprises Ltd | 1.82% |
| 10 | Aster DM Healthcare Ltd | 1.80% |