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Franklin India Smaller Companies Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
54.527 0.28 (0.50%)

NAV as on 24 May, 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 Mar 2017) rank unchanged from 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 24 May, 2017)

Period Returns (%) Rank #
1 mth -2.7 35
3 mth 7.4 56
6 mth 19.4 59
1 year 30.1 74
2 year 18.0 37
3 year 27.8 17
5 year - -

# Moneycontrol Rank within 141 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 16.4 - - - -
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 -2.7 7.4 19.4 30.1 18.0 27.8 --
Category avg -3.3 6.5 18.0 27.9 12.5 15.1 14.1
Difference of Fund returns and Category returns 0.6 0.9 1.4 2.2 5.5 12.7 --
Best of category 3.4 12.9 29.8 53.0 26.0 35.1 32.3
Worst of category -6.4 2.1 8.1 10.9 3.9 12.1 17.5
Benchmark returns # -4.4 4.5 19.6 33.1 14.4 18.6 20.0
Difference of Fund returns and Benchmark returns 1.7 2.9 -0.2 -3.0 3.6 9.2 --
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) 862.32 (Mar-31-2017)
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
1,605.39 5.6 18.2 34.7 24.1 --
HDFC MidCap Opportunities (G) Rank 3
12,753.08 5.4 17.7 33.4 23.0 26.4
IDFC Premier Equity - Direct (G) Rank 5
527.58 6.3 17.3 17.8 17.9 --
IDFC Premier Equity - Regular (G) Rank 5
5,234.04 6.1 16.8 16.9 17.0 20.9
DSP-BR Micro Cap Fund - RP (G) Rank 1
4,258.41 6.5 19.4 34.3 33.7 31.5
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 28, 17)

Equity Sector Value
(Rs cr)
Asset %
Finolex Cables Telecom 215.00 3.85
Healthcare Glob Services 148.64 2.66
Equitas Holding Banking/Finance 147.67 2.65
Yes Bank Banking/Finance 138.39 2.48
Repco Home Banking/Finance 129.60 2.32
Guj Mineral Metals & Mining 116.51 2.09
HDFC Bank Banking/Finance 109.28 1.96
Kajaria Ceramic Cement 106.86 1.92
Mahanagar Gas Oil & Gas 106.33 1.91
FAG Bearings Engineering 105.76 1.90

Full Portfolio

Sector Allocation (Apr 28, 17)

Sector %

1-Year

HighLow

Banking/Finance 15.37 43.22 43.22
Cement 9.81 12.26 12.26
Engineering 9.12 25.36 25.36
Chemicals 9.08 20.46 20.46
Services 5.67 6.70 6.70
Telecom 4.87 10.24 10.24

View All Sectors

Asset Allocation (%)(Apr 28, 17)

Equity 90.57
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 9.47

View All

Concentration

Holdings (%)
Top 5 13.96
Top 10 23.74
Sector (%)
Top 3 34.30

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