Franklin India Small Cap Fund Crosses ₹14,000 Crore AUM; 20-Year SIP Data Shows Historical Growth
5paisa Capital Ltd
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Last Updated: 8th October 2026 - 03:18 pm
Key Takeaways
- Franklin India Small Cap Fund has crossed ₹14,000 crore in assets under management, according to data reported on 6 October 2026.
- A historical calculation showed that a ₹10,000 monthly SIP over 20 years had accumulated approximately ₹1.94 crore.
- The reported SIP outcome represents a historical investment illustration and does not indicate future scheme returns.
Franklin India Small Cap Fund Reaches AUM Milestone
Franklin India Small Cap Fund has crossed ₹14,000 crore in assets under management, according to a report published by The Economic Times on 6 October 2026.
The milestone reflects the scale of assets managed under the scheme, which invests primarily in equity and equity-related instruments of small-cap companies.
The report also examined the scheme's historical systematic investment plan performance over a 20-year period.
According to the published calculation, an SIP of ₹10,000 per month accumulated approximately ₹1.94 crore over the period considered.
What the 20-Year SIP Data Shows
A systematic investment plan involves investing a fixed amount at regular intervals.
In the reported historical illustration, monthly investments of ₹10,000 were considered over 20 years.
| Particulars | Historical Illustration |
|---|---|
| Monthly SIP | ₹10,000 |
| Investment Period | 20 years |
| Total Instalments | 240 |
| Total Invested Amount | ₹24 lakh |
| Reported Accumulated Value | Approximately ₹1.94 crore |
| Difference Between Value and Contributions | Approximately ₹1.70 crore |
The calculation shows the difference between the total contributions and the accumulated value at the end of the selected period.
The accumulated amount reflects the scheme's historical NAV movements and the timing of monthly investments.
It is not equivalent to a lump-sum investment return.
Understanding the Return Calculation
SIP returns are generally evaluated using the extended internal rate of return, or XIRR, which accounts for the timing of individual cash flows.
This differs from compound annual growth rate, or CAGR, which is commonly used to express annualised returns on a lump-sum investment.
The ₹1.94 crore figure is an accumulated portfolio value, not a return percentage.
A precise XIRR would require the actual instalment dates, transaction values and valuation date used in the original dataset.
Small-Cap Funds and Market Exposure
Small-cap mutual funds are required to invest at least 65% of their assets in equity and equity-related instruments of small-cap companies under the applicable SEBI category framework.
Small-cap stocks may experience pronounced price fluctuations, particularly during periods of market stress or reduced liquidity.
The value of an investment in a small-cap scheme can therefore vary materially over shorter periods.
Historical performance also depends on the selected starting and ending dates, market conditions and the scheme's portfolio composition during the measurement period.
What the AUM Milestone Represents
The ₹14,000 crore AUM milestone measures the value of assets managed by the scheme at the relevant reporting point.
AUM may change because of fresh investments, redemptions and movements in the market value of underlying holdings.
Consequently, an increase in AUM should not automatically be interpreted as an equivalent amount of fresh investor inflows.
The Franklin India Small Cap Fund data provides two distinct observations: the scale of the scheme's managed assets and the accumulated value of a historical long-term SIP.
Neither establishes how the fund will perform in future market conditions.
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Indrashish Mitra
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