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SET SMS ALERT Fund Family Franklin Templeton Mutual Fund
Fund Class Small & Mid Cap
Good performance in the category
The scheme is ranked 2 in Small & Mid Cap category by Crisil. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.
View Top ranked funds in this category
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 4.1 | 12 |
| 3 mth | 1.5 | 13 |
| 6 mth | 5.7 | 2 |
| 1 year | 27.0 | 6 |
| 2 year | 9.9 | 11 |
| 3 year | 9.4 | 12 |
| 5 year | 8.5 | 13 |
# Moneycontrol Rank within 49 Small & Mid Cap Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -8.4 | - | - | - | - |
| 2012 | 18.1 | -13.6 | 11.2 | 10.4 | 28.0 |
| 2011 | -9.7 | -13.0 | -8.5 | -7.6 | -33.9 |
| 2010 | 3.0 | -14.8 | 14.3 | -3.5 | -1.4 |
| 2009 | -9.0 | 32.7 | 24.4 | 12.8 | 71.9 |
| 2008 | -34.9 | -28.6 | -1.2 | -26.7 | -67.5 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (Small & Mid Cap)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | 4.1 | 1.5 | 5.7 | 27.0 | 9.9 | 9.4 | 8.5 |
| Category avg | 2.9 | 0.1 | -0.1 | 17.3 | 5.7 | 5.2 | 5.2 |
| Difference of Fund returns and Category returns | 1.2 | 1.4 | 5.8 | 9.7 | 4.2 | 4.2 | 3.3 |
| Best of category | 8.3 | 4.2 | 6.2 | 30.0 | 20.6 | 18.6 | 16.1 |
| Worst of category | -3.1 | -6.4 | -10.8 | 3.3 | -5.2 | -6.6 | -6.5 |
| Benchmark returns # | 4.2 | 3.1 | 6.6 | 23.2 | 4.8 | 5.1 | 3.1 |
| Difference of Fund returns and Benchmark returns | -0.1 | -1.6 | -0.9 | 3.8 | 5.1 | 4.3 | 5.4 |
Investment Objective
An open-end growth scheme with an objective to provide medium to longterm capital appreciation as a primary objective and income as a secondary objective.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Dividend |
| Launch date | Nov 30, 1993 |
| Benchmark | CNX 500 |
| Asset Size (Rs cr) | 777.67 (Mar-30-2013) |
| Minimum Investment | Rs.5000 |
| Last Dividend | Rs.4.00 (Jun-22-2012) View Dividend History |
| Bonus | N.A. |
| Fund Manager | K N Sivasubramanian / R Janakiraman View performance of schemes managed by the Fund Manager |
| Notes | Franklin India Prima Fund will open for fresh sales wef June 19, 2006. |
| Entry Load | N.A |
|---|---|
| Exit Load | 1.00% |
| Load Comments | Exit Load 1% if units are redeemed / switched-out within 1 year from the date of allotment. |
| Regd. Office | Sakhar Bhavan, 1st Floor, 230, Backbay Reclamation, Nariman Point, Mumbai, 400021 |
|---|---|
| Tel. No. | 66325820-36 |
| Fax No. | 22886707/22886133 |
| mktg@templeton.com | |
| Website | http://www.franklintempletonindia.com |
| Small & Mid Cap | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| IDFC Premier Equity - A (G) | Rank 2 |
3,381.06 | 1.3 | 2.5 | 21.2 | 11.8 | 12.5 |
| HDFC MidCap Opportunities (G) | Rank 2 |
2,719.45 | 1.0 | 2.3 | 17.4 | 11.1 | 12.8 |
| ICICI Pru Discovery Fund (G) | Rank 2 |
2,538.81 | -1.0 | 2.9 | 18.1 | 8.3 | 14.1 |
| SBI Emerging Busi (G) | Rank 1 |
1,214.96 | 0.6 | 1.8 | 28.1 | 18.6 | 11.0 |
| Sundaram Select Midcap -RP (G) | Rank 3 |
1,930.19 | 2.0 | -1.6 | 19.4 | 7.1 | 8.8 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| Pidilite Ind | Chemicals | 53.16 | 6.97 |
| IndusInd Bank | Banking/Finance | 42.13 | 5.52 |
| M&M Financial | Banking/Finance | 33.94 | 4.45 |
| Ipca Labs | Pharmaceuticals | 32.63 | 4.28 |
| Federal Bank | Banking/Finance | 32.52 | 4.26 |
| Yes Bank | Banking/Finance | 30.96 | 4.06 |
| Amara Raja Batt | Automotive | 28.26 | 3.70 |
| Torrent Pharma | Pharmaceuticals | 24.60 | 3.22 |
| Bharti Airtel | Telecom | 24.46 | 3.21 |
| Cadila Health | Pharmaceuticals | 24.35 | 3.19 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 24.86 | 24.86 | 15.60 |
| Chemicals | 13.69 | 14.55 | 11.73 |
| Pharmaceuticals | 11.88 | 14.06 | 11.18 |
| Telecom | 6.02 | 7.12 | 4.65 |
| Engineering | 5.88 | 7.70 | 4.63 |
| Miscellaneous | 5.59 | 6.90 | 5.59 |
| Equity | 91.49 |
| Others | 0.00 |
| Debt | 0.13 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 8.39 |
| Holdings | (%) |
|---|---|
| Top 5 | 25.48 |
| Top 10 | 42.86 |
| Sector | (%) |
|---|---|
| Top 3 | 50.43 |
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