36
Small CapAvoid
FranklIn India Small Cap
Franklin · Direct–Growth · rank #23 of 36 by Smart Score
Data updated
Trailing returns
1 Year
4.6%
-0.2% vs index
3 Years
13.2%
-1.4% vs index
5 Years
15.9%
+1.3% vs index
Since launch
19.8%
Year-by-year performance
2021
+57.7%-3.6% vs index
2022
+4.4%+7.8% vs index
2023
+53.5%+5.2% vs index
2024
+24.2%-2.3% vs index
2025
-7.6%-2.0% vs index
2026
+9.2%-0.6% vs index
Why this score
FranklIn India Small Cap scores 36/100 — #23 of 36 Small Cap fund (Avoid). It stands out for volatility — beating 69% of peers on volatility. The main drag is its 3y return (better than only 27% of peers).
Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.
3Y return13.15% · 27th percentile in category
Sharpe ratio0.41 · 26th percentile in category
Alpha-2.05 · 18th percentile in category
Expense ratio1.06% · 26th percentile in category
Volatility16.31 · 69th percentile in category
1Y return4.58% · 11th percentile in category
Top holdings
1.Pine Labs Ltd.2.6%
2.Equitas Small Finance Bank Ltd2.41%
3.Kajaria Ceramics Ltd2.37%
4.Brigade Enterprises Ltd2.36%
5.Kirloskar Oil Engines Ltd2.09%
90 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.