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Franklin India Smaller Companies Fund

 

While the universe of small-cap stocks in India is vast, there are very few equity funds which take on the task of sifting through this space for good long-term bets. Franklin India Smaller Companies Fund has managed this with aplomb. What we like about this fund is its significant out-performance of its category and benchmark over the last four years, and its ability to moderate portfolio risk despite investing in the riskiest segment of the equity market.

This fund's stock selection strategy, like that of Franklin India Prima Fund is focused on finding companies that generate positive cash flows across business cycles. High return on investment and manageable leverage are also filtering criteria. Says R. Janakiraman, fund manager; "We like businesses with the possibility of good growth for next one or two decades, very good cost control, willingness to pay out to minority shareholders and less capital intensity in the business."

This fund differs substantially from the larger Prima Fund mainly in its market cap orientation. Where Prima is a large and mid-cap fund, this fund relies to a minimal extent on large-cap stocks (2-9 per cent of the portfolio in the last two years), and invests sizeable portions in small-caps (35 to 55 per cent allocation). Mid-cap exposures are lower than in the case of Prima Fund. This makes the fund a true-to-label smaller stock fund, also reinforced by the average market cap of R3,829 crore for its latest portfolio.

After a torrid time as a closed end fund in the initial two years after its debut in 2006, the fund's performance picked up quite sharply since 2010-11, when it turned open-ended. In 2012-14, it has moved into the top quartile. It has also participated quite actively in the recent market rally with one year returns of 57 per cent, far ahead of both the benchmark and category.

The fund's distinct small-cap bias seems to have worked in its favour as small-caps have moved much more swiftly than mid-caps in the last six months. For investors looking for a quality portfolio of small to mid-cap stocks, this fund is a good bet.

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