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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.90 | 43.20 | 1.61 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.24 | 53.15 | 1.75 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
Nifty Smallcap 250 |
Small Cap funds invest in stocks of the companies ranking 251st onwards in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of small cap companies. These funds are relatively more riskier than mid-cap and large-cap funds
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Franklin India Smaller Cos Fund(IDCW Payout) | 21.64% | 17.28% | 12.87% |
Nippon India Small Cap Fund(IDCW) | 26.41% | 22.04% | 22.24% |
HDFC Small Cap Fund(IDCW-Reinv) | 23.23% | 17.51% | 14.64% |
SBI Small Cap Fund(IDCW-Payout) | 31.73% | 21.61% | 22.44% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Equity
Debt
Others
Holdings
3.42 %
Holdings
3.02 %
Holdings
2.70 %
Franklin Templeton Investments began its operations in India back in 1996 under the name Templeton Asset Management India Pvt. Ltd. The trust, Franklin Templeton Mutual Fund, is registered with SEBI under the registration number MF/026/96/8.
No.of Schemes
36
Total AUM
₹ 1,13,774.62 Cr.
R. Janakiraman
AUM: ₹67,181.71 Cr.
|
Exp: 15yrs
Akhil Kalluri
AUM: ₹31,084.03 Cr.
|
Exp: 11yrs
Sandeep Manam
AUM: ₹89,901.45 Cr.
|
Exp: 12yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%