34
Small CapAvoid
FranklIn India Small Cap
Franklin · Direct–Growth · rank #26 of 36 by Smart Score
Data updated
Trailing returns
1 Year
6.8%
-1.8% vs index
3 Years
13.2%
-2.0% vs index
5 Years
16.7%
+1.2% 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
+8.9%-0.7% vs index
Why this score
FranklIn India Small Cap scores 34/100 — #26 of 36 Small Cap fund (Avoid). The main drag is its 3y return (better than only 23% of peers).
Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.
3Y return13.20% · 23rd percentile in category
Sharpe ratio0.39 · 21st percentile in category
Alpha-2.53 · 13th percentile in category
Sortino ratio0.53 · 21st percentile in category
1Y return6.78% · 11th percentile in category
Expense ratio1.04% · 29th percentile in category
Top holdings
1.Equitas Small Finance Bank Ltd2.5%
2.Kajaria Ceramics Ltd2.32%
3.Kirloskar Oil Engines Ltd2.22%
4.Pine Labs Ltd.2.18%
5.Brigade Enterprises Ltd2.13%
89 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.