Franklin India Small Cap Fund
Direct · Growth ₹201.61
31 Jul 2026
NAV
20.9%
3Y CAGR
18.8%
5Y CAGR
19.6%
10Y CAGR
19.8%
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.
4.45
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 | ₹13.03 L | 26.7% | -62.9% | 137.9% |
| 3 Years | ₹36.00 L | ₹49.88 L | 20.2% | -31.4% | 45.5% |
| 5 Years | ₹60.00 L | ₹97.78 L | 18.6% | -15.2% | 40.5% |
| 7 Years | ₹84.00 L | ₹1.61 Cr | 18.2% | -2.2% | 30.3% |
| 10 Years | ₹1.20 Cr | ₹3.31 Cr | 19.8% | 15.1% | 24.0% |
| 12 Years | ₹1.44 Cr | ₹4.81 Cr | 18.9% | 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 | 26.7% | 22.0% | 21.4% | +4.8% |
| 3 Years | 20.2% | 15.3% | 22.7% | +4.9% |
| 5 Years | 18.6% | 14.3% | 22.0% | +4.3% |
| 7 Years | 18.2% | 14.3% | 21.8% | +3.9% |
| 10 Years | 19.8% | 14.0% | 20.9% | +5.8% |
| 12 Years | 18.9% | 13.4% | 19.3% | +5.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 25.3% | 16.9% | -40.8% | 121.3% | 0.57 | 2.03 | 77% | — | — |
| 3 Years | 20.9% | 21.8% | -13.4% | 49.2% | 1.05 | 3.56 | 91% | — | — |
| 5 Years | 18.8% | 17.4% | -2.4% | 39.3% | 1.29 | 9.35 | 99% | — | — |
| 10 Years | 19.6% | 19.7% | 14.9% | 25.2% | 4.45 | — | 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
0.39
10Y
0.42
12Y
Compared against NIFTY SMALLCAP 250
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | -1.69 | 0.91 | 90.6% | 91.6% | 3.0% | 4.5% |
| 3 Years | +0.26 | 0.82 | 83.2% | 82.2% | 14.9% | 16.4% |
| 5 Years | +3.98 | 0.82 | 84.0% | 79.7% | 16.8% | 14.3% |
| 7 Years | +2.12 | 0.85 | 85.3% | 82.5% | 21.4% | 21.5% |
| 10 Years | +2.88 | 0.81 | 80.6% | 77.0% | 15.5% | 14.2% |
| 12 Years | +5.06 | 0.79 | 80.0% | 74.6% | 17.3% | 13.8% |
| 15 Years | +5.91 | 0.78 | 79.7% | 72.8% | 17.8% | 13.4% |
80
Total Holdings
21.4%
Top 10 Weight
28
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Kirloskar Oil Engines Ltd | 2.70% |
| 2 | Equitas Small Finance Bank Ltd | 2.53% |
| 3 | Kajaria Ceramics Ltd | 2.42% |
| 4 | Syrma SGS Technology Ltd | 2.32% |
| 5 | Eris Lifesciences Ltd | 2.23% |
| 6 | PNB Housing Finance Ltd | 1.97% |
| 7 | Hindustan Aeronautics Ltd | 1.88% |
| 8 | Aster DM Healthcare Ltd | 1.80% |
| 9 | Brigade Enterprises Ltd | 1.80% |
| 10 | Angel One Ltd | 1.76% |