ReviewDirect · Growth
Franklin India Small Cap Fund
Franklin Templeton Mutual FundEquity Scheme - Small Cap Fund13.7 years
The Fund seeks to provide long-term capital appreciation by investing predominantly in small companies. cap companies.
- NAV
- 200.9837
- 15 Sept 2026
- 1Y
- +3.8%
- Trailing CAGR
- Upside capture
- +82%
- Vs NIFTY SMALLCAP 250 TRI
- Downside capture
- +71%
- Lower is better
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+3.8%
- 3Y+12.4%
- 5Y+15.5%
- 10Y+15.1%
- SI+19.6%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+10.1%
- 3Y+6.4%
- 5Y+14.4%
- 10Y+17.5%
- Since inception
- +19.6%
- Calendar-day CAGR
- Excess 1Y
- -12.6%
- Category median, same plan and option
- 3Y win rate
- +52%
- Windows beating the median
- 3Y percentile
- 25
- Vs comparable share classes
- Worst rolling 3Y
- -13.4%
- 2637 daily-ending windows
- Median rolling 3Y
- +21.7%
- Calendar-day CAGR
- Positive rolling 5Y
- +99%
- 2145 daily-ending windows
- SIP 3Y XIRR
- +6.4%
- Simulated monthly SIP
Official benchmark
Date-aligned against NIFTY SMALLCAP 250 TRI. Capture ratios use common month-end observations through 15 Sept 2026.
- 1Y excess
- -0.5%
- Fund minus TRI
- 3Y excess
- -1.6%
- Fund minus TRI
- Upside capture
- +82%
- Benchmark-up months
- Downside capture
- +71%
- Lower is better
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 11 days
- 149 recovered episodes
- Longest recovery
- 316 days
- Trough to prior peak
- Current spell
- 722 days
- Days below latest peak
- Time below peak
- +85%
- NAV observations
9 Jan 2018 – 3 Feb 2021
Trough 24 Mar 2020 · recovered in 316 days
-49.9%
23 Sept 2024 – open
Trough 3 Mar 2025 · not recovered
-24.1%
17 Jan 2022 – 14 Sept 2022
Trough 20 Jun 2022 · recovered in 86 days
-20.9%
3 Jan 2013 – 30 Oct 2013
Trough 28 Aug 2013 · recovered in 63 days
-16.0%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
25
Vs category
0
Consistency
48
Risk-adjusted
71
Drawdown
0
Mean
29
Portfolio
31 Aug 2026 · 94 holdings · top 10 are 22.0%.
- Top 5
- 12.4%
- Top 10
- 22.0%
- Largest holding
- 2.7%
- Effective holdings
- 73.1
Cash/Net Current Assets
Unspecified
2.7%
Pine Labs Ltd.
Technology
2.6%
Equitas Small Finance Bank Ltd
Financial
2.4%
Kajaria Ceramics Ltd
Industrials
2.4%
Brigade Enterprises Ltd
Real Estate
2.4%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
8 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Review
Engine status
Review
Closer look
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
- Maximum drawdown exceeded 35%.
Supporting reads
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Bajaj Finserv Small Cap Fund
Bajaj Finserv Mutual Fund
- 1Y
- +14.5%
- 3Y
- n/a
- Vol
- 16.1%
- Max DD
- -16.2%
- Sharpe
- 0.40
- 3Y win
- n/a
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
BANDHAN Small Cap Fund
Bandhan Mutual Fund
- 1Y
- +12.1%
- 3Y
- +24.4%
- Vol
- 17.2%
- Max DD
- -24.3%
- Sharpe
- 1.36
- 3Y win
- +75%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
BANK OF INDIA SMALL CAP FUND
Bank of India Mutual Fund
- 1Y
- +27.7%
- 3Y
- +21.4%
- Vol
- 18.0%
- Max DD
- -32.4%
- Sharpe
- 1.19
- 3Y win
- +84%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
Edelweiss Small Cap Fund
Edelweiss Mutual Fund
- 1Y
- +6.6%
- 3Y
- +14.5%
- Vol
- 17.4%
- Max DD
- -37.1%
- Sharpe
- 1.07
- 3Y win
- +83%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility
ITI Small Cap Fund
ITI Mutual Fund
- 1Y
- +18.4%
- 3Y
- +23.8%
- Vol
- 20.1%
- Max DD
- -39.9%
- Sharpe
- 0.87
- 3Y win
- +53%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility