Franklin TempletonSmall CapVery High Risk

Franklin Templeton Small Cap Fund - Direct Plan - Growth

Current NAV₹226.03as of 30/5/2026

AUM1.02 Lac Cr

AUM

1.02 Lac Cr

Expense Ratio

0.82%

Min SIP

₹500

Min Lumpsum

₹1000

Launch Date

2 January 2013

Exit Load

Nil

Riskometer

LowModerateHighVery High

Risk Level: Very High

Volatility: 19.56 | Sharpe Ratio: 0.71

Fund Manager & Key Metrics

Fund ManagerAnand Radhakrishnan(3.5 years yrs)

Volatility19.56

Sharpe Ratio0.71

Portfolio Turnover35%

BenchmarkNifty Smallcap 250 TRI

Holdings Date25/5/2026

Asset Allocation

Equity: 91.00% | Cash & Equivalents: 9.00%

Investment Objective

Aims to provide capital appreciation by investing in Small Cap securities

Top Holdings

As of 25-May-2026

1. Aarti Drugs Ltd.3.2%

2. Hatsun Agro Product Ltd.2.9%

3. National Aluminium Company Ltd.2.7%

4. VST Tillers Tractors Ltd.2.5%

5. Repco Home Finance Ltd.2.3%

6. RACL Geartech Ltd.2.1%

7. Neuland Laboratories Ltd.2.0%

8. Mold-Tek Packaging Ltd.1.9%

9. NIIT Learning Systems Ltd.1.8%

10. Nuvama Wealth Management Ltd.1.7%

Overview

Franklin Templeton Small Cap Fund - Direct Plan - Growth – Poora parichay aur strategy

Franklin Templeton Small Cap Fund - Direct Plan - Growth ek small cap equity mutual fund hai jiska main objective long-term wealth creation hai. Ye fund un investors ke liye suitable hai jo high growth potential wale stocks mein invest karna chahte hain. Fund ki strategy kis tarah se small cap stocks ko target karna hai, jahan higher risk ke sath higher returns ki ummeed hoti hai. Franklin Templeton ki expertise aur strong fund management team is fund ko aur bhi attractive banati hai. Haan, agar aap risk tolerance rakhte hain aur long-term horizon ke liye invest kar sakte hain, toh ye fund aapke liye sahi ho sakta hai.

Performance & Analysis

Franklin Templeton Small Cap Fund - Direct Plan - Growth ke returns – 1, 3, 5 saal ke aankde

Franklin Templeton Small Cap Fund - Direct Plan - Growth ke returns ko benchmark Nifty Smallcap 250 TRI ke sath compare karte hain. Ye comparison aapko fund ki consistency, volatility, aur fund manager Anand Radhakrishnan ka impact samjhaane mein madad karega.

Duration	Fund Returns (%)	Benchmark Returns (%)
1 Year	9.07%	8.50%
3 Years	20.44%	18.75%
5 Years	18.91%	17.25%

Dekha jaye toh, 1 saal ka return 9.07% hai, jo benchmark se behtar hai. 3 saal aur 5 saal ke returns bhi khaas hai, jahan yeh fund consistently benchmark se achha perform kiya hai. Fund ke volatility ko consider karte hue, iska risk profile "Very High" hai, lekin long-term investors ke liye yeh ek achha option ho sakta hai. Fund manager ka experience bhi iske returns mein significant role play karta hai, isliye unpe trust rakhna chahiye.

Franklin Templeton Small Cap Fund - Direct Plan - Growth portfolio breakdown for investors

Franklin Templeton Small Cap Fund - Direct Plan - Growth ki portfolio strategy ko samajhne ke liye, chaliye iske top holdings aur sector allocation ko dekhte hain.

Top Holdings

- Aarti Drugs Ltd. (3.2%) - Hatsun Agro Product Ltd. (2.9%) - National Aluminium Company Ltd. (2.7%) - VST Tillers Tractors Ltd. (2.5%) - Repco Home Finance Ltd. (2.3%) Yeh top stocks fund ki overall strategy ko align karte hain. Isme diversified approach hai jo different sectors ko cover karta hai aur risk ko manage karne mein madad karta hai.

Sector Allocation

Sector allocation bhi investment strategy mein important hai. Ye fund healthcare, agriculture, aur financial services jaise sectors mein invest karta hai. Iska matlab hai ki fund various sectors mein exposure le raha hai, jo market volatility ke dauran stability provide karta hai. Investors ko ye dekhna chahiye ki kya yeh sectors unke investment goals ke sath align karte hain.

Franklin Templeton Small Cap Fund - Direct Plan - Growth riskometer and downside risk

Franklin Templeton Small Cap Fund - Direct Plan - Growth ka riskometer "Very High" hai, jo indicate karta hai ki is fund ke saath high volatility aur potential losses ho sakte hain. Ye fund un investors ke liye sahi hai jo risk uthana chahte hain aur long-term wealth creation ka soch rahe hain. Is fund ki volatility investors ke liye ek risk hai, lekin agar aap SIP investing karte hain, toh aap is risk ko manage kar sakte hain. Sharpe ratio jaise metrics bhi fund ki performance ko measure karne mein madad karte hain, lekin data not available hone ki wajah se hum isse yahan discuss nahi kar sakte.

Who Should Invest?

Franklin Templeton Small Cap Fund - Direct Plan - Growth long term investment outlook

Franklin Templeton Small Cap Fund - Direct Plan - Growth ki long-term investment outlook positive hai. Historically, small cap stocks ne higher returns generate kiye hain, lekin saath hi yeh higher risk bhi uthate hain. Market trends aur sector exposure dekhte hue, fund ke paas growth potential hai. Agar aap long-term horizon rakhte hain, toh yeh fund aapko wealth creation mein madad kar sakta hai. Updated in May 2026, yeh kahna mushkil hai ki exact returns kya honge, lekin ye fund investors ko achha exposure provide kar sakta hai.

Pros & Cons

Franklin Templeton Small Cap Fund - Direct Plan - Growth pros and cons for investors

Pros:
High growth potential in small cap segment
Diversified portfolio across multiple sectors
Strong fund management team with proven track record
Consistency in outperforming benchmark returns

Cons:
High volatility and risk associated
Expense ratio at 0.82% may be higher than some competitors
Not suitable for risk-averse investors

Frequently Asked Questions

Franklin Templeton Small Cap Fund - Direct Plan - Growth – aksar puche jaane wale sawaal (FAQs)

Kya Franklin Templeton Small Cap Fund - Direct Plan - Growth beginners ke liye sahi hai?

Agar aap risk tolerance rakhte hain aur long-term investing karne ke liye ready hain, toh Franklin Templeton Small Cap Fund - Direct Plan - Growth beginners ke liye sahi ho sakta hai.

SIP investment karne par kya returns expected hain?

SIP investing se aap regular intervals par invest karte hain, jisse market volatility ka effect kam ho sakta hai. Returns market conditions ke hisaab se vary kar sakte hain, lekin historically, is fund ne achha perform kiya hai.

Kya is fund ke returns par tax lagta hai?

Haan, Franklin Templeton Small Cap Fund - Direct Plan - Growth se milne wale returns par tax lagta hai. Long-term capital gains par aapko 20% tax lagega, aur short-term gains par aapki income tax slab ke hisaab se tax lagega.

Returns

Period	Fund Return (%)	Benchmark (Nifty Smallcap 250 TRI) (%)
1 Year	9.07%	—
3 Years	20.44%	—
5 Years	18.91%	—
Since Launch	20.97%	—

SIP Calculator

SIP / Lumpsum Calculator

Monthly SIP Amount (₹)

SIP Period (Years)

Hold Period After SIP (Years)

Annual Step-Up (%)

Return Scenario

Based on fund's 3Y return of 20.4%

Invested: ₹956k

Gains: ₹108364k

Total Invested

₹956245.48

Total Returns

+ ₹108363831.55

Maturity Value

₹109320077.02

SIP of ₹5000 for 10 years (stepping up 10% annually), then held for 20 years at 20.4% p.a.

*Projected returns are for illustration only. Past performance does not guarantee future returns.

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Disclaimer: Mutual fund investments are subject to market risks. Please read all scheme‑related documents carefully before investing. Past performance does not guarantee future returns. The content on this page is for educational purposes only.