Franklin India Small Cap Fund Crosses Rs 14,000 Crore AUM Milestone
Franklin India Small Cap Fund, one of the Indian mutual fund industry's few small-cap schemes with a 20-year track record, has crossed the significant milestone of Rs 14,000 crore in assets under management (AUM), underscoring investor confidence in its long-term investment strategy and wealth creation capabilities.
The fund's growth has been supported by its consistent focus on identifying high-quality small-cap companies with strong growth potential and scalable business models. Over the years, the scheme has helped investors participate in India's economic growth story through carefully selected emerging businesses across sectors.
Akhil Kalluri, Portfolio Manager, Franklin India Small Cap Fund, said: "We are encouraged by the continued trust of our investors. Looking ahead, we believe India's evolving economic landscape presents a strong opportunity set for quality small-cap companies. Our focus remains on identifying fundamentally strong businesses with scalable growth potential and staying disciplined in our long-term, research-driven investment approach to create sustainable value for investors."
Consistent Long Term Outperformance
Franklin India Small Cap Fund has delivered competitive long-term returns and has outperformed its benchmark, the Nifty Smallcap 250 Index, over the last 15 years and since inception, reflecting the effectiveness of its research-driven investment approach.
Performance details
|
Returns in % |
Last 3 years |
Last 5 years |
Last 10 years |
Last 15 years |
Since Inception |
|
Franklin India Small Cap fund |
12.82% |
16.49% |
14.25% |
19.03%% |
15.02% |
|
Nifty Smallcap 250 |
16.15% |
16.55% |
14.84% |
15.75% |
14.67% |
The scheme's long-term track record highlights the potential of disciplined investing in the small-cap segment, which has historically been a source of alpha generation for patient investors willing to remain invested through market cycles.
Demonstrating the Power of Long-Term Wealth Creation
The fund's performance is reflected in the wealth it has created for investors over time. A one-time investment of Rs 10,000 made at the fund's inception would have grown to approximately Rs. 89.9 lakh, representing a seventeen-fold increase in value.
Similarly, a Systematic Investment Plan (SIP) of Rs 10,000 per month over the last 15 years would have accumulated to approximately Rs 81.00 lakh, demonstrating the benefits of disciplined investing and the power of long-term compounding.
Investment Details
The scheme carries an exit load of 1% for units redeemed within one year from the date of investment to encourage longer term investments that allow for the scheme’s thesis to play out.
Investors can start with a minimum initial investment of Rs 5,000 and in multiples of Re 1 thereafter. Additional investments can be made with a minimum amount of Rs 1,000 and in multiples of Re 1 thereafter.
Key Highlights
Assets Under Management surpass Rs 14,000 crore
Among the few small-cap mutual funds with a 20-year track record
Outperformed the Nifty Smallcap 250 Index over 5 years, 15 years and since inception
Rs 1 Lakh invested at inception grew to approximately Rs 1.79 Cr
Rs 10,000 monthly SIP over 15 years accumulated to approximately Rs 81.32 Cr
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