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MF_118525

Franklin India Small Cap Fund - Direct - Growth

Equity Scheme - Small Cap Fund

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End Amount
₹107,664.71
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
18.74%
MF_118525 Return
Benchmark CAGR
11.63%
Nifty 50
Inflation Adj. CAGR
13.24%
Real Annualized Return
Alpha
0.08
Excess Return vs Benchmark
Beta
1.02
Volatility vs Benchmark
Sharpe Ratio
0.71
Risk-Adjusted Return
Sortino Ratio
1.09
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 59% 54% 31%
60 days 61% 37% 20%
90 days 62% 32% 16%
180 days 69% 24% 14%
1Yr 69% 21% 11%
3Yr 74% 13% 8%
5Yr 60% 10% 2%
7Yr 100% 4% 0%
10Yr 100% 6% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Franklin India Small Cap Fund - Direct - Growth Nifty 50
30 days -57.5% | -71.3% | 26.7% | 268.1% 26.6% | -61.9% | 14.2% | 180.7%
60 days -46.8% | -58.6% | 23.0% | 185.1% -23.0% | -45.3% | 16.7% | 120.0%
90 days -33.1% | -48.9% | 22.3% | 164.4% -25.0% | -37.7% | 15.3% | 102.4%
1 Year -5.6% | -21.0% | 16.2% | 102.4% -10.0% | -14.9% | 12.2% | 55.8%
3 Years 9.8% | -9.0% | 21.5% | 44.2% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 13.3% | 1.5% | 17.3% | 35.5% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 19.3% | 12.5% | 17.3% | 21.1% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 13.8% | 15.0% | 18.9% | 24.4% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 20 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 3, 2013 Oct. 30, 2013 300 days 16% Nifty 50: 11% 10130 8505 10172
July 7, 2014 July 24, 2014 17 days 5% Nifty 50: 4% 17082 16157 17154
Sept. 12, 2014 Oct. 31, 2014 49 days 6% Nifty 50: 4% 19727 18604 19850
Dec. 4, 2014 Dec. 30, 2014 26 days 5% Nifty 50: 6% 21344 20221 21360
April 10, 2015 July 31, 2015 112 days 8% Nifty 50: 9% 23673 21677 23824
Aug. 7, 2015 April 19, 2016 256 days 15% Nifty 50: 18% 24270 20718 24353
Oct. 25, 2016 March 11, 2017 137 days 13% Nifty 50: 9% 29784 25977 29863
July 13, 2017 Sept. 1, 2017 50 days 6% Nifty 50: 2% 34026 32154 34085
Jan. 9, 2018 Feb. 3, 2021 1121 days 50% Nifty 50: 26% 39811 19938 39820
March 4, 2021 May 5, 2021 62 days 6% Nifty 50: 5% 44002 41192 44117
Aug. 3, 2021 Sept. 1, 2021 29 days 6% Nifty 50: 0% 53854 50735 53951
Oct. 18, 2021 Nov. 10, 2021 23 days 6% Nifty 50: 4% 60296 56749 60422
Nov. 12, 2021 Jan. 12, 2022 61 days 9% Nifty 50: 8% 60670 55030 60941
Jan. 17, 2022 Sept. 14, 2022 240 days 21% Nifty 50: 16% 61870 48949 62092
Sept. 15, 2022 Nov. 29, 2022 75 days 5% Nifty 50: 6% 62102 58699 62158
Dec. 14, 2022 April 22, 2023 129 days 8% Nifty 50: 9% 63808 58958 63847
Oct. 17, 2023 Nov. 8, 2023 22 days 6% Nifty 50: 5% 84828 80033 84908
Feb. 27, 2024 April 3, 2024 36 days 8% Nifty 50: 2% 99024 90930 99435
July 31, 2024 Sept. 3, 2024 34 days 5% Nifty 50: 4% 121630 115351 121907
Sept. 23, 2024 Oct. 30, 2026 767 days 24% Nifty 50: 15% 122964 93309 107665