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Franklin India Small Cap Fund - NAV, Returns & Performance 2025 | Invest with Allvest

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Invest in Franklin India Small Cap Fund to capitalize on growth opportunities in smaller companies. Check latest NAV ₹196.60, AUM ₹13,995.27 Cr, returns and invest via Allvest platform.

Investment Objective and Approach

Franklin India Small Cap Fund seeks to generate long-term capital growth from an actively managed portfolio primarily of equity and equity related securities. The scheme invests in Indian equities, foreign equities and related instruments and debt securities.

The fund focuses on investing in smaller companies with strong growth potential. The fund's asset allocation comprises around 94.33% in equities, 0.00% in debts, and 5.52% in cash & cash equivalents. This concentrated equity approach allows the fund to capture the growth potential of emerging small-cap companies while maintaining flexibility through its cash component.

The investment philosophy centers on identifying quality small-cap companies with sustainable business models and holding them for extended periods to benefit from their growth trajectory. The fund managers employ a bottom-up stock selection approach, focusing on companies with strong fundamentals and competitive advantages.

Fund Managers

The fund is currently managed by a team of experienced professionals:

R. Janakiraman - Mr. Janakiraman is a B.E and PGDM (Business Management). Prior to joining Franklin Templeton Investments, he has worked with Indian Syntans Inv. Pvt. Ltd., Citicorp Information Tech Ltd. and UTI Securities Exchange Ltd.

Sandeep Manam - Mr. Manam is a PGDM (IIM-Ahmedabad), B.Tech (Electronics & Communication Engg.)- National Institute of Technology Calicut. Prior to joining Franklin Templeton Asset Management (India) Pvt. Ltd., he has worked with Cognizant Technology Solutions, Shapoorji Pallonji & Company Private Limited.

Akhil Kalluri - Mr. Kalluri is a MBA, IIM Lucknow. B.Tech. (Electronics and Communications Engineering), Andhra University. Prior to joining Franklin Templeton Mutual Fund, he has worked with Credit Suisse, ICICI Securities.

The management team has extensive experience of 15 years while managing equity & related investments. They are focused on picking quality companies and holding them for a long duration to generate good compounding returns in their funds.

About the Fund House (AMC)

Franklin Templeton Mutual Fund is one of India's leading asset management companies with a rich legacy in investment management. The fund house was incorporated in 1995 and setup on 19 Feb 1996, with Templeton International Inc. as sponsors.

Key highlights of Franklin Templeton India:

- AUM of Rs 82,552.87 crore (as of March 2021)

- Number of schemes: 86

- Trustee: Franklin Templeton Trustee Services Pvt. Ltd., President: Mr Vivek Kudva

- Address: Indiabulls Finance Centre, Tower 2, 12th & 13th Floor, Senapati Bapat Marg, Elphinstone (West), Mumbai- 400 013

Franklin Templeton has established itself as a trusted name in Indian mutual fund industry, known for its research-driven investment approach and consistent performance across various market cycles.

Should I Invest in Franklin India Small Cap Fund?

Franklin India Small Cap Fund can be suitable for investors with:

Investment Profile: Investors with high risk tolerance seeking long-term capital appreciation through small-cap equity exposure. The fund carries very high risk as it invests primarily in smaller companies which can be more volatile than large-cap stocks.

Investment Horizon: The fund was launched on 1st January 2013 and has demonstrated its ability to navigate various market cycles. Ideal for investors with investment horizon of 5+ years to capture the full growth potential of small-cap companies.

Performance Track Record:

- CAGR return of 20.90% since inception

- Recent performance: -6.59% (1 year), 24.19% (3 years), 32.06% (5 years)

- Alternative data shows: -5.5% (1 year), 26.7% (3 years), 34.0% (5 years), 21.3% since inception

Key Considerations:

- Very high risk rating suitable for aggressive investors

- Recent short-term underperformance due to market conditions

- Strong long-term track record with consistent outperformance

- Diversified portfolio across various sectors within small-cap space

This fund is suitable for investors who understand small-cap volatility and are willing to stay invested through market cycles for potential superior long-term returns.

FAQs

What is today's NAV of Franklin India Small Cap Fund?

The latest NAV of Franklin India Small Cap Fund is ₹196.60 as of 25th July 2025.

What is the AUM of Franklin India Small Cap Fund?

The AUM (assets under management) of Franklin India Small Cap Fund is ₹13,995.27 Cr as of 25th July 2025.

What is the expense ratio of Franklin India Small Cap Fund?

The expense ratio of Franklin India Small Cap Fund is 0.89 as of 25th July 2025.

What are the returns of Franklin India Small Cap Fund since inception?

Franklin India Small Cap Fund has given a CAGR return of 20.90% since inception.

What is the minimum SIP amount to invest in Franklin India Small Cap Fund?

The minimum SIP investment is ₹500.

How do I invest in Franklin India Small Cap Fund?

You can invest in Franklin India Small Cap Fund through Allvest platform by completing your KYC, selecting the fund, and choosing between SIP or lump sum investment options.

How to start a SIP in Franklin India Small Cap Fund?

Log in to your Allvest account, search for Franklin India Small Cap Fund, select SIP option, choose investment amount and frequency, and complete the automated setup process.

How do I automate an SIP in Franklin India Small Cap Fund?

Through Allvest, you can set up automated SIP with bank mandate or standing instructions, ensuring regular monthly investments without manual intervention.

How can I withdraw/redeem my investment in Franklin India Small Cap Fund?

You can redeem your investment through Allvest platform by placing a redemption request. Note that there's an exit load of 1% if redeemed within 1 year.