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Yogi Zone

Useful articles for your finance management by our team of experts

Mutual Fund Review – Franklin India Smaller Companies

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Name of the Fund: Franklin India Smaller Companies (G)

Ranked #1 by CRISIL

Category: Small and Midcap

Expense Ratio: 2.69%

Risk Level: Average

Benchmark: CNX Midcap

Objective:  Is an open end diversified equity fund that seeks to provide long-term capital appreciation by investing in mid and small cap companies.

Returns (Annualized)

1-Year3-Year5-Year
11.93%10.74%27.56%

Our Review

Franklin India Smaller Companies fund (g) has made its inception in the year 2006. It has managed to beat the benchmark index i.e. Sensex in the 1, 3 and 5 year returns. Top holdings of the fund include Finolex cables, Amara Raja, Pidilite and IPCA.

The fund focuses on long term opportunities in stocks. The stock picking for this fund has been brilliant. It has given exceptional returns in the past few years. It may not be a flash in the pan. You should be looking to be in this fund for a longer period.

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