Franklin Templeton Mutual Fund · Equity · mandate: ≥65% in small-caps (beyond the top 250) · benchmark: NIFTY Smallcap 250 TRI (TRI proxy)
AUM (all plans)
13,704 cr
TER direct / regular
1.04% / 1.83%
Active return /yr (full)
1.2%
Score
37
Rank (Score, pool)
#35 of 37
Percentile (full, pool)
42
IR vs benchmark
0.09
CAGR (absolute)
21.0%
Max drawdown
-45.6%
Months of data
163
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Cumulative active return
Growth of the fund relative to its benchmark: +10 means ₹100 in the fund is worth 10% more than ₹100 in the benchmark since the start of the line.
Equity curve
Drawdown
Fiscal-year record
FY
Active vs BM
vs category
IR
%ile
TE
Benchmark
Fund return
months
FY22
-3.2%
-7.9%
-0.42
15
7.5%
35.6%
32.5%
12
FY23
16.2%
6.7%
2.37
83
6.6%
-6.6%
9.6%
12
FY24
-8.8%
6.9%
-1.05
69
5.8%
63.0%
54.2%
12
FY25
-1.5%
-4.3%
-0.35
7
5.7%
5.3%
3.8%
12
FY26
1.6%
-2.3%
0.22
21
6.0%
-5.3%
-3.7%
12
FY27*
-3.6%
-5.5%
-2.04
12
3.2%
28.8%
25.3%
5
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly active returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2019
-2.2
-1.0
+0.2
-3.1
2020
-2.1
+0.1
+2.1
-2.0
-2.8
-3.5
-0.6
-1.0
+0.1
+1.4
+1.6
-0.0
-6.6
2021
+0.2
-1.0
+0.9
-3.0
-1.5
-1.2
+0.4
+2.9
+0.3
+0.7
+1.2
-2.6
-2.8
2022
-1.2
+3.6
-2.7
+0.8
+1.0
+2.9
+1.2
-1.9
+2.9
+0.7
-0.7
+0.4
+7.1
2023
+0.9
+5.7
+1.7
-2.7
+0.7
-0.6
-1.6
-0.1
-1.4
+0.9
+0.4
-0.6
+3.0
2024
-3.8
+0.5
+2.2
-1.0
+3.3
+0.2
-1.3
-1.7
-0.8
-0.0
+0.5
-0.2
-2.2
2025
+1.9
+0.2
-3.1
+2.7
-1.7
-2.6
+2.0
-0.5
-1.5
+0.6
+1.4
-1.8
-2.7
2026
+1.9
+0.6
+0.4
+0.7
-1.8
-1.0
-0.5
-0.1
+0.1
Fund monthly return minus benchmark; the year column compounds each separately and differences them.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2013
-5.9
-2.5
+2.1
+4.4
-3.2
-4.4
-4.6
+7.9
+10.2
+4.8
+5.2
+13.1
2014
-3.4
+5.0
+10.8
+3.9
+14.2
+9.5
+4.3
+7.0
+3.6
+4.1
+4.6
+4.2
+91.8
2015
+3.7
+0.5
+0.9
-1.8
+2.6
-1.5
+5.4
-4.4
+0.9
+2.2
+1.2
+1.4
+11.3
2016
-5.7
-8.8
+10.8
+5.7
+3.5
+4.7
+5.0
+3.8
-0.2
+2.8
-6.5
-2.2
+11.5
2017
+6.8
+3.3
+6.1
+3.8
+0.0
+0.4
+2.8
+0.4
+1.1
+5.6
+4.5
+3.4
+45.3
2018
-2.3
-1.7
-3.2
+5.5
-3.7
-4.8
+1.3
+1.2
-10.1
-3.1
+1.3
+2.7
-16.4
2019
-2.3
-2.2
+10.1
-2.3
+2.1
-3.3
-9.0
-2.6
+5.9
+0.2
-0.1
+0.6
-4.0
2020
+4.6
-6.9
-30.4
+10.5
-4.8
+11.1
+5.7
+10.8
+3.3
+0.9
+14.1
+8.2
+19.7
2021
+1.2
+11.2
+1.6
+1.5
+8.5
+4.3
+8.4
+0.0
+6.1
+0.8
+0.8
+2.7
+57.7
2022
-1.5
-5.8
+3.5
+1.3
-7.6
-3.7
+10.0
+3.9
+2.0
+2.6
+2.4
-1.4
+4.4
2023
-1.4
+2.1
+0.1
+4.1
+6.3
+5.8
+6.1
+5.1
+1.1
-0.8
+10.6
+5.3
+53.5
2024
+3.5
-0.1
-2.1
+9.4
+2.0
+9.7
+3.6
-0.3
+0.4
-3.6
+0.4
-0.1
+24.2
2025
-8.8
-12.4
+5.9
+4.3
+7.9
+3.1
-1.5
-4.1
-0.4
+4.3
-2.0
-2.1
-7.6
2026
-3.6
+1.3
-9.6
+17.8
-0.2
+3.3
+0.8
+2.5
+10.5
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard