NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹171.75
1.14%
NAV as on 19 Nov 24, 12:00 AM
very high risk
small cap
equity
NAV as on 19 Nov 24, 12:00 AM
very high risk
small cap
equity
27.19%p.a.
Last 1Y
22.66%p.a.
Last 3Y
28.46%p.a.
Last 5Y
16.60%p.a.
Since Inception
About Franklin India Smaller Companies Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Franklin India Smaller Companies Fund Growth scheme from Franklin Templeton Asst Mgmt(IND)Pvt Ltd. It is a Small-Cap mutual fund scheme that predominantly invests in Small-Cap stocks of companies. Launched on Jan 2006, Franklin India Smaller Companies Fund Growth is Small-Cap fund of its category with 13,943.92 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Small-Cap funds.
- Franklin India Smaller Companies Fund Growth delivered 27.2% annual returns during the last year. It has delivered 16.6% average annual returns since the fund was launched.
- Franklin India Smaller Companies Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
The Fund seeks to provide long-term capital appreciation by investing predominantly in small cap companies.
Top 10 Holdings
Brigade Enterprises Ltd
3.27%
Aster DM Healthcare Ltd Ordinary Shares
2.70%
Deepak Nitrite Ltd
2.62%
Karur Vysya Bank Ltd
2.50%
Equitas Small Finance Bank Ltd Ordinary Shares
2.41%
Kalyan Jewellers India Ltd
2.34%
J.B. Chemicals & Pharmaceuticals Ltd
2.04%
Crompton Greaves Consumer Electricals Ltd
1.93%
360 One Wam Ltd Ordinary Shares
1.92%
Amara Raja Energy & Mobility Ltd
1.81%
Fund Managers
- R. Janakiraman (Feb 2011 - Present)
- Sandeep Manam (Oct 2021 - Present)
- Akhil Kalluri (Sep 2022 - Present)
Key Information
View Scheme Document
Franklin India Smaller Companies Fund Growth SIP Calculator
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Fixed Deposit
NRI Mutual Fund Tax on Franklin India Smaller Companies Fund Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Franklin India Smaller Companies Fund Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Franklin India Smaller Companies Fund Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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HDFC Small Cap Fund Growth
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21.8%
SBI Small Cap Fund Plan Growth
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17.8%
Frequently Asked Questions
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