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OmniAsset › Mutual funds › Franklin India Small Cap Fund

Franklin India Small Cap Fund

Small Cap fund benchmarked to Nifty Smallcap 250. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 2026178.2566
CategorySmall Cap
PlanRegular · Growth
Launched16 Nov 2005
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1Nifty Smallcap 250
Expense ratiodirect plan, a year1.85%
AUM₹10,542 Cr
Growth of ₹10,000₹20,7862 Sep 2021 to 2 Sep 2026
₹21,939₹18,679₹15,420₹12,161₹8,902Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹20,786 (+15.8% a year) Franklin India Small Cap Fund

Performance (trailing, annualised)

1Y annualised5.93%
3Y annualised12.28%
5Y annualised15.76%
10Y annualised14.18%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,28,39613.17%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,98,4266.69%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹8,55,64514.17%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202156.37%
Calendar 20223.58%
Calendar 202352.15%
Calendar 202423.16%
Calendar 2025-8.39%

Rolling returns

Rolling 1Y · average1002 windows since 5 Apr 200720.84%
Rolling 1Y · median13.32%
Rolling 1Y · worst window-64.80%
Rolling 1Y · best window155.09%
Rolling 1Y · windows positive72%
Rolling 3Y · average898 windows since 9 Apr 200918.24%
Rolling 3Y · median17.37%
Rolling 3Y · worst window-16.81%
Rolling 3Y · best window47.74%
Rolling 3Y · windows positive92%
Rolling 5Y · average795 windows since 7 Apr 201117.91%
Rolling 5Y · median19.85%
Rolling 5Y · worst window-3.53%
Rolling 5Y · best window37.65%
Rolling 5Y · windows positive98%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)16.41%
Downside deviation (3Y)12.16%
Maximum drawdown-24.39%

Management

Fund managerR. Janakiraman, Akhil Kalluri, Sandeep Manam (dedicated for making investments for Foreign Securities)
Managing since18 Mar 2024

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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