Franklin India Smaller Companies Fund Direct Growth

Scheme code: INF090I01IQ4 NAV value: ₹ 180.8493 NAV date: 29 January, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Small Cap Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average XIRR (%) Category average XIRR (%)
1 year 20.84 69.42 47.46 43.87
3 year 22.28 36.77 30.04 26.62
5 year 21.53 33.49 28.57 31.35
7 year 16.38 20.90 18.50 20.05
10 year 17.98 24.71 21.04 21.26

Comparison vs benchmark returns

Index Metrics
NIFTY SMALLCAP 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 2.87 90.59 57.81 47.46
3 year 11.13 27.2 19.83 30.04
5 year 15.23 29.68 23.64 28.57
7 year 6.38 12.94 10.27 18.5
10 year 9.27 16.03 12.54 21.04
NIFTY SMALLCAP 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -24.32 36.8 22.62 47.46
3 year 11.31 17.46 14.69 30.04
5 year 4.63 19.62 15.08 28.57
7 year 5.53 15.2 13.19 18.5
NIFTY SMALLCAP 250
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 0.48 78.76 50.13 47.46
3 year 13.06 34.95 25.32 30.04
5 year 19.89 33.38 27.48 28.57
7 year 10.41 17.84 15.19 18.5
10 year 13.27 20.8 16.87 21.04

Rolling return for 1 year

Average return: 47.46%
Min Max Min-Max Max-Min Standard Deviation Mean From To
24.67 20.84 24.67 20.84 1.92 22.76 01-2024 01-2025
29.57 28.83 34.99 23.65 4.02 29.26 12-2023 12-2024
35.93 32.04 45.53 23.33 7.97 34.21 11-2023 11-2024
41.42 43.83 52.45 33.43 6.78 42.78 10-2023 10-2024
50.26 46.34 52.92 43.79 3.51 48.33 09-2023 09-2024
51.32 49.64 59.22 42.22 6.04 50.6 08-2023 08-2024
59.99 57.56 66.43 51.48 5.36 58.86 07-2023 07-2024
48.14 61.28 69.42 41.02 11.07 54.96 06-2023 06-2024
56.02 56.52 65.52 47.54 6.36 56.4 05-2023 05-2024
57 62.07 68.7 50.83 6.57 59.65 04-2023 04-2024
50.2 55.98 63.46 43.32 7.41 53.24 03-2023 03-2024
58.15 58.7 64.35 52.71 4.12 58.48 02-2023 02-2024

Rolling return for 3 year

Average return: 30.04%
Min Max Min-Max Max-Min Standard Deviation Mean From To
27.55 24.16 27.55 24.16 1.7 25.86 01-2022 01-2025
28.63 27.34 30.4 25.61 1.75 28 12-2021 12-2024
25.36 25.09 28.24 22.28 2.11 25.24 11-2021 11-2024
26.04 26.48 29.24 23.36 2.08 26.28 10-2021 10-2024
30.83 29.13 31.6 28.38 1.29 29.98 09-2021 09-2024
31.49 31.11 33.74 28.9 1.72 31.31 08-2021 08-2024
33.09 31.59 34.85 29.87 1.84 32.35 07-2021 07-2024
29.82 33.6 35.76 27.75 3.13 31.73 06-2021 06-2024
32.33 31.46 34.96 28.9 2.16 31.91 05-2021 05-2024
33.35 34.01 36.58 30.84 2.04 33.7 04-2021 04-2024
29.83 31.02 33.54 27.37 2.22 30.44 03-2021 03-2024
35.03 32.23 36.77 30.55 2.41 33.65 02-2021 02-2024

Rolling return for 5 year

Average return: 28.57%
Min Max Min-Max Max-Min Standard Deviation Mean From To
30.57 29.07 30.57 29.07 0.75 29.82 01-2020 01-2025
31.12 31.27 32.2 30.2 0.71 31.2 12-2019 12-2024
29.39 30.55 31.17 28.78 0.94 29.97 11-2019 11-2024
30.46 31.41 32.44 29.45 1.11 30.94 10-2019 10-2024
33.02 31.17 33.49 30.71 1.18 32.1 09-2019 09-2024
32.04 32.45 33.39 31.1 0.82 32.25 08-2019 08-2024
31.34 29.62 32.38 28.61 1.47 30.49 07-2019 07-2024
25.59 27.85 29 24.47 1.79 26.73 06-2019 06-2024
25.95 25.63 27.44 24.16 1.17 25.8 05-2019 05-2024
23.85 24.95 25.65 23.17 0.96 24.4 04-2019 04-2024
23.52 23.6 25.63 21.53 1.45 23.57 03-2019 03-2024
25.76 25.41 26.73 24.45 0.82 25.59 02-2019 02-2024

Rolling return for 7 year

Average return: 18.50%
Min Max Min-Max Max-Min Standard Deviation Mean From To
17.57 16.85 17.57 16.85 0.36 17.21 01-2018 01-2025
17.88 17.68 18.58 16.99 0.57 17.78 12-2017 12-2024
17.55 17.78 18.7 16.64 0.73 17.67 11-2017 11-2024
18.57 18.98 19.85 17.71 0.77 18.78 10-2017 10-2024
20.05 19.49 20.35 19.19 0.46 19.77 09-2017 09-2024
20.02 20.01 20.9 19.14 0.62 20.02 08-2017 08-2024
19.76 19.96 20.44 19.29 0.41 19.86 07-2017 07-2024
17.83 19.52 20.11 17.25 1.17 18.68 06-2017 06-2024
18.09 18.3 19.09 17.31 0.63 18.2 05-2017 05-2024
17.43 18.11 18.65 16.91 0.66 17.77 04-2017 04-2024
17.47 17.8 18.89 16.38 0.9 17.63 03-2017 03-2024
18.5 18.74 19.15 18.09 0.38 18.62 02-2017 02-2024

Rolling return for 10 year

Average return: 21.04%
Min Max Min-Max Max-Min Standard Deviation Mean From To
18.68 17.98 18.68 17.98 0.35 18.33 01-2015 01-2025
19.2 18.88 19.69 18.39 0.47 19.04 12-2014 12-2024
18.75 19.05 19.56 18.24 0.48 18.9 11-2014 11-2024
19.76 19.91 20.66 19.02 0.58 19.84 10-2014 10-2024
20.57 20.08 20.79 19.87 0.37 20.33 09-2014 09-2024
21.09 20.76 21.71 20.15 0.56 20.93 08-2014 08-2024
21.89 21.6 22.37 21.12 0.45 21.74 07-2014 07-2024
20.95 21.68 22.59 20.06 0.93 21.32 06-2014 06-2024
22.7 21.64 23.43 20.92 0.96 22.17 05-2014 05-2024
22.68 22.92 23.56 22.04 0.54 22.8 04-2014 04-2024
22.99 22.8 24.04 21.76 0.81 22.9 03-2014 03-2024
24.23 24.08 24.71 23.6 0.4 24.16 02-2014 02-2024