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Franklin India Smaller Companies Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
62.134 0.25 (0.41%)

NAV as on 17 Nov, 2017

CRISIL MF RANK

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Franklin Templeton Mutual Fund FUND CLASS : Small & Mid Cap
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ranking by CRISIL

Good performance in the category

The scheme is ranked 2 in Small & Mid Cap category by Crisil (for quarter ended Sep 2017) up from Rank 3 last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

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Benchmark Index:
 
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Returns (NAV as on 17 Nov, 2017)

Period Returns (%) Rank #
1 mth 1.7 100
3 mth 8.4 72
6 mth 8.9 73
1 year 35.6 67
2 year 24.7 40
3 year 20.7 24
5 year - -

# Moneycontrol Rank within 151 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 16.4 3.3 3.4 - -
2016 -5.3 13.8 8.1 -7.6 10.9
2015 5.0 -2.4 0.8 4.7 11.1
2014 11.8 30.4 14.7 13.4 90.7
2013 -8.4 1.6 -2.5 20.4 12.9

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Small & Mid Cap)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 1.7 8.4 8.9 35.6 24.7 20.7 --
Category avg 2.4 8.2 8.5 32.0 18.5 12.1 12.7
Difference of Fund returns and Category returns -0.7 0.2 0.4 3.6 6.2 8.6 --
Best of category 7.5 20.4 28.0 58.2 35.0 31.6 32.1
Worst of category -1.2 2.3 0.2 21.5 10.9 9.7 16.6
Benchmark returns # 5.1 11.3 11.7 41.8 23.0 17.3 20.7
Difference of Fund returns and Benchmark returns -3.4 -2.9 -2.8 -6.2 1.7 3.4 --
Franklin India Smaller Companies Fund - Direct Plan (G) Review by Crisil - Rating: 4 (Rank 2 out of 5)
# Benchmark Index: NIFTY MIDCAP 100

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 01, 2013
Benchmark NIFTY MIDCAP 100
Asset Size (Rs cr) 1,210.34 (Sep-30-2017)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager R. Janakiraman / Hari Shyamsunder
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load 1% if units are redeemed / switched-out within 1 year from the date of allotment.

Contact Details

Regd. Office Indiabulls Finance Centre; Tower 2, 12th and 13th Floor; Senapati Bapat Marg; Elphinstone Road (W) , 400013
Tel. No. 022-67519100
Fax No. 022-66490622/66490627
Email service@templeton.com
Website http://www.franklintempletonindia.com

Peer Comparison

Small & Mid Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC MidCap Opport.- Direct (G) Rank 3
2,159.33 7.5 9.1 33.9 19.1 --
HDFC MidCap Opportunities (G) Rank 3
15,512.00 7.2 8.5 32.6 18.0 26.6
Franklin (I) Smaller Co -Direct (G) Rank 2
1,210.34 8.4 8.9 35.6 20.7 --
Franklin (I) Smaller Cos (G) Rank 2
4,898.91 8.0 8.3 33.9 19.1 29.9
Franklin India Prima Fund (G) Rank 3
5,226.56 5.5 5.8 31.0 17.0 25.8
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 31, 17)

Equity Sector Value
(Rs cr)
Asset %
Finolex Cables Telecom 252.32 3.76
Guj Mineral Metals & Mining 163.29 2.44
HDFC Bank Banking/Finance 162.32 2.42
Healthcare Glob Services 158.67 2.37
Shankara Buildi Miscellaneous 153.00 2.28
NESCO Conglomerates 143.91 2.15
Voltas Conglomerates 143.10 2.13
Repco Home Banking/Finance 141.65 2.11
Brigade Ent Retail & Real Estate 139.06 2.07
Equitas Holding Banking/Finance 135.16 2.02

Full Portfolio

Sector Allocation (Oct 31, 17)

Sector %

1-Year

HighLow

Banking/Finance 14.67 0.00 0.00
Chemicals 9.09 0.00 0.00
Cement 7.45 0.00 0.00
Engineering 6.52 0.00 0.00
Manufacturing 5.51 0.00 0.00
Services 5.03 0.00 0.00

View All Sectors

Asset Allocation (%)(Oct 31, 17)

Equity 91.27
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 8.71

View All

Concentration

Holdings (%)
Top 5 13.27
Top 10 23.75
Sector (%)
Top 3 31.21

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