Franklin India Smaller Companies Fund Direct Growth

Scheme code: INF090I01IQ4 NAV value: ₹ 174.5238 NAV date: 15 April, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Small Cap Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	-5.71	69.42	32.95	31.4
3 year	12.53	47.86	30.29	30.38
5 year	-1.49	38.49	16.47	21.02
7 year	11.02	21.62	16.53	18.13
10 year	14.92	25.63	21.16	21
12 year	20.51	23.11	21.82	20.85

Comparison vs benchmark returns

Index

Metrics

NIFTY SMALLCAP 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-14.39	86.8	39.54	32.95
3 year	4.03	40.5	20.77	30.29
5 year	-10.64	38.77	9.62	16.47
7 year	-2.23	13.7	7.81	16.53
10 year	-4.3	16.33	7.64	21.16
12 year	-4.79	15.15	7.27	21.82
15 year	0.13	15.57	7.09

NIFTY SMALLCAP 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
3 year	-1.7	25.54	10.91	30.29
5 year	3.97	21.55	13.4	16.47
7 year	6.06	10.24	8.5	16.53

NIFTY SMALLCAP 250

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-16.41	73.22	33.33	32.95
3 year	9.95	47.76	27.04	30.29
5 year	-5.07	40.21	14.35	16.47
7 year	2.66	18.23	12.53	16.53
10 year	0.76	20.88	12	21.16
12 year	0.04	19.23	11.6	21.82
15 year	5.45	20.15	11.46

Rolling return for 1 year

- Average return: 32.95% - Median return: 38.48% - Average standard deviation: 6.45

Rolling return for 3 year

- Average return: 30.29% - Median return: 28.9% - Average standard deviation: 2.37

Rolling return for 5 year

- Average return: 16.47% - Median return: 13.79% - Average standard deviation: 1.14

Rolling return for 7 year

- Average return: 16.53% - Median return: 16.42% - Average standard deviation: 0.83

Rolling return for 10 year

- Average return: 21.16% - Median return: 21.45% - Average standard deviation: 0.57

Rolling return for 12 year

- Average return: 21.82% - Median return: 21.7% - Average standard deviation: 0.59

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	13,13,715	1,13,715	9.48
3 year	36,00,000	55,21,719	19,21,719	15.33
5 year	60,00,000	1,03,82,928	43,82,928	11.59
7 year	84,00,000	1,59,04,878	75,04,878	9.55
10 year	1,20,00,000	3,49,56,457	2,29,56,457	11.29
12 year	1,44,00,000	5,17,72,826	3,73,72,826	11.25

Comparison vs benchmark returns

Index

Metrics

NIFTY SMALLCAP 50

Duration	Average return (%)	Fund's return (%)
1 year	11.28	9.48
3 year	11.33	15.33
5 year	8.44	11.59
7 year	5.3	9.55
10 year	5.04	11.29
12 year	4.99	11.25

NIFTY SMALLCAP 100

Duration	Average return (%)	Fund's return (%)
1 year	-82.78	9.48
3 year	6.19	15.33
5 year	6.06	11.59
7 year	-2.13	9.55

NIFTY SMALLCAP 250

Duration	Average return (%)	Fund's return (%)
1 year	9.33	9.48
3 year	13.41	15.33
5 year	10.62	11.59
7 year	7.63	9.55
10 year	7.4	11.29
12 year	7.42	11.25

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,13,715 - Absolute Returns: ₹1,13,715 - CAGR: 9.48%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹55,21,719 - Absolute Returns: ₹19,21,719 - CAGR: 15.33%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹1,03,82,928 - Absolute Returns: ₹43,82,928 - CAGR: 11.59%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,59,04,878 - Absolute Returns: ₹75,04,878 - CAGR: 9.55%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹3,49,56,457 - Absolute Returns: ₹2,29,56,457 - CAGR: 11.29%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹5,17,72,826 - Absolute Returns: ₹3,73,72,826 - CAGR: 11.25%