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Franklin India Smaller Companies Fund

4 Value Research
0.35%
Change from previous, NAV as on Aug 17, 2018
Category: Equity: Small Cap
Assets: R 7,295 crore (As on Jul 31, 2018)
Expense: 2.15% (As on Jul 31, 2018)
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Investment Objective

The Fund seeks to provide long-term capital appreciation by investing predominantly in small companies. cap companies.

Fund Managers
+ Hari Shyamsunder since May 2016
  • Education: Mr. Shyamsunder is a Bachelor in Engineering (Mechanical) from NIT, Tiruchirapalli and holds a PGDM from IIM-B. He is also a Chartered Financial Analyst from CFA Institute.
  • Experience: Prior to joining Franklin Templeton Mutual Fund he worked with BG India Pvt. Ltd. as Business Analyst (2005-2009).
  • Funds Managed:
  • Franklin India Opportunities Fund - since May 2016
  • Franklin India Prima Fund - since May 2016
  • Franklin India Smaller Companies Fund - since May 2016
+ R Janakiraman since Feb 2008
+ Srikesh Nair since May 2016
Analysis
As on May 23, 2018

A focus on hard core fundamentals makes Franklin India Smaller Companies Fund a good pick for investors to avoid the big mistakes of small-cap investing. For the last 10 years and over two whole market cycles, the fund has demonstrated a consistent ability to deliver benchmark-beating performance. It looks for companies which can compound their earnings at a high rate, with good returns on capital, low capital intensity and capable management. It has been a strong outperformer in undervalued markets and shows moderation during big bull phases, a useful quality to contain losses as Indian markets turn more volatile and correction-prone. This has been one of the few funds not to shut its gates to new inflows and believes in finding investible opportunities in all kinds of markets. It has leeway to hold up to 35 per cent of its portfolio in large caps.

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