Franklin India Smaller Companies Fund Direct Growth

Scheme code: INF090I01IQ4 NAV value: ₹ 179.8836 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Small Cap Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	-5.71	69.42	32.95	31.4
3 year	12.53	47.86	30.29	30.38
5 year	-1.49	38.49	16.47	21.02
7 year	11.02	21.62	16.53	18.13
10 year	14.92	25.63	21.16	21
12 year	20.51	23.11	21.82	20.85

Comparison vs benchmark returns

Index

Metrics

NIFTY SMALLCAP 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-14.39	82.17	30.58	32.95
3 year	7.69	40.5	21.78	30.29
5 year	-7.74	38.77	11.03	16.47
7 year	-2.23	14.52	7.9	16.53
10 year	-4.3	16.33	7.65	21.16
12 year	-4.79	16.74	7.42	21.82
15 year	0.13	15.57	7.15

NIFTY SMALLCAP 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-60.53	85.64	18.78	32.95
3 year	-13.25	41.58	26.03	30.29
5 year	6.41	35.92	20.68	16.47
7 year	3.93	25.9	19.72	16.53
10 year	7.34	26.68	18.99	21.16
12 year	7.54	26.73	18.95	21.82
15 year	10.48	24.43	18.29

NIFTY SMALLCAP 250

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-16.41	70.11	25.34	32.95
3 year	9.95	47.76	27.48	30.29
5 year	-2.4	40.21	15.62	16.47
7 year	2.66	18.23	12.58	16.53
10 year	0.76	20.88	12	21.16
12 year	0.04	19.61	11.74	21.82
15 year	5.45	20.15	11.51

Rolling return for 1 year

- Average return: 32.95% - Median return: 38.48% - Average standard deviation: 6.45

Rolling return for 3 year

- Average return: 30.29% - Median return: 28.9% - Average standard deviation: 2.37

Rolling return for 5 year

- Average return: 16.47% - Median return: 13.79% - Average standard deviation: 1.14

Rolling return for 7 year

- Average return: 16.53% - Median return: 16.42% - Average standard deviation: 0.83

Rolling return for 10 year

- Average return: 21.16% - Median return: 21.45% - Average standard deviation: 0.57

Rolling return for 12 year

- Average return: 21.82% - Median return: 21.7% - Average standard deviation: 0.59

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	13,13,715	1,13,715	9.48
3 year	36,00,000	55,21,719	19,21,719	15.33
5 year	60,00,000	1,03,82,928	43,82,928	11.59
7 year	84,00,000	1,59,04,878	75,04,878	9.55
10 year	1,20,00,000	3,49,56,457	2,29,56,457	11.29
12 year	1,44,00,000	5,17,72,826	3,73,72,826	11.25

Comparison vs benchmark returns

Index

Metrics

NIFTY SMALLCAP 50

Duration	Average return (%)	Fund's return (%)
1 year	8.29	9.48
3 year	11.63	15.33
5 year	8.98	11.59
7 year	5.44	9.55
10 year	5.11	11.29
12 year	5.06	11.25

NIFTY SMALLCAP 100

Duration	Average return (%)	Fund's return (%)
1 year	-1.79	9.48
3 year	12.47	15.33
5 year	12.28	11.59
7 year	10.66	9.55
10 year	11.09	11.29
12 year	11.32	11.25

NIFTY SMALLCAP 250

Duration	Average return (%)	Fund's return (%)
1 year	6.52	9.48
3 year	13.27	15.33
5 year	11.08	11.59
7 year	7.72	9.55
10 year	7.46	11.29
12 year	7.48	11.25

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,13,715 - Absolute Returns: ₹1,13,715 - CAGR: 9.48%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹55,21,719 - Absolute Returns: ₹19,21,719 - CAGR: 15.33%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹1,03,82,928 - Absolute Returns: ₹43,82,928 - CAGR: 11.59%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,59,04,878 - Absolute Returns: ₹75,04,878 - CAGR: 9.55%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹3,49,56,457 - Absolute Returns: ₹2,29,56,457 - CAGR: 11.29%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹5,17,72,826 - Absolute Returns: ₹3,73,72,826 - CAGR: 11.25%