What is the 5-year rolling return of Franklin India Small Cap Fund?

Across 2,168 overlapping 5-year holding periods between 1 January 2013 and 16 October 2026, the Direct plan of Franklin India Small Cap Fund returned an average of 18.77% a year, with a median of 17.29%. The best 5-year stretch returned 39.28% a year and the worst returned -2.47%.

Has Franklin India Small Cap Fund ever lost money over 5 years?

Yes. 1.5% of the 2,168 5-year holding periods in this fund's history ended below zero. The worst returned -2.47% a year, for someone who invested on 6 April 2015 and sold on 3 April 2020.

What is the difference between the Direct and Regular plans of Franklin India Small Cap Fund?

Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 18.77% a year on the Direct plan against 17.57% on the Regular plan, a difference of 1.20% a year.

What is the 1-year rolling return of Franklin India Small Cap Fund?

Across 3,152 overlapping 1-year holding periods between 1 January 2013 and 16 October 2026, the Direct plan of Franklin India Small Cap Fund returned an average of 25.16% a year, with a median of 16.38%. The best 1-year stretch returned 121.30% a year and the worst returned -39.81%.

What is the 3-year rolling return of Franklin India Small Cap Fund?

Across 2,661 overlapping 3-year holding periods between 1 January 2013 and 16 October 2026, the Direct plan of Franklin India Small Cap Fund returned an average of 20.78% a year, with a median of 21.59%. The best 3-year stretch returned 49.37% a year and the worst returned -13.79%.

What is the 7-year rolling return of Franklin India Small Cap Fund?

Across 1,672 overlapping 7-year holding periods between 1 January 2013 and 16 October 2026, the Direct plan of Franklin India Small Cap Fund returned an average of 17.12% a year, with a median of 17.34%. The best 7-year stretch returned 22.74% a year and the worst returned 11.84%.

What is the 10-year rolling return of Franklin India Small Cap Fund?

Across 934 overlapping 10-year holding periods between 1 January 2013 and 16 October 2026, the Direct plan of Franklin India Small Cap Fund returned an average of 19.38% a year, with a median of 18.92%. The best 10-year stretch returned 25.26% a year and the worst returned 14.40%.

Franklin Templeton Mutual Fund

Franklin India Small Cap Fund — rolling returns

Small Cap · NAV data as of 16 October 2026

3,395 daily NAV records since 1 January 2013

What is a rolling return?

A rolling return measures what you would actually have earned by investing on any given day and holding for a fixed number of years. Instead of quoting one figure from a single convenient start date, it repeats that calculation for every start date in the fund's history — 2,168 separate five-year windows for this fund. The gap between the best and the worst of those windows shows how much your entry date mattered.

Rolling return statistics

Annualised returns (CAGR), computed daily across every available start date.

Plan

Holding period

From

Compare against

Another fund

Index or category average

Direct plan · showing data from 1 January 2013 to 16 October 2026

Average rolling return

18.77%

Windows computed

2,168

Median return

17.29%

Standard deviation

9.41%

Best 5-year window

39.28%a year

Invested 19 May 2020 · exited 19 May 2025

Worst 5-year window

-2.47%a year

Invested 6 Apr 2015 · exited 3 Apr 2020

Consistency — share of 5-year windows

Above 0%: 98.5% (2,135 of 2,168)
Above 8%: 89.4% (1,939 of 2,168)
Above 12%: 71.4% (1,549 of 2,168)
Above 15%: 57.5% (1,246 of 2,168)

Chart resolution

Each point is one 5-year holding period, plotted against the date it began. Showing 435 of 2,168 windows.

Compare holding periods

The same statistics for every period, side by side. The highlighted column is the one shown above.

Rolling return statistics for Franklin India Small Cap Fund by holding period
Holding period	1Y	3Y	5Y	7Y	10Y
Returns
Average	25.16%	20.78%	18.77%	17.12%	19.38%
Median	16.38%	21.59%	17.29%	17.34%	18.92%
Minimum	-39.81%	-13.79%	-2.47%	11.84%	14.40%
Maximum	121.30%	49.37%	39.28%	22.74%	25.26%
Std deviation	33.17%	13.63%	9.41%	2.28%	3.04%
Consistency
Above 0%	77.13%	91.62%	98.48%	100.00%	100.00%
Above 8%	62.63%	82.45%	89.44%	100.00%	100.00%
Above 12%	55.87%	76.44%	71.45%	99.70%	100.00%
Above 15%	51.90%	70.16%	57.47%	80.98%	98.29%
Coverage
Windows computed	3,152	2,661	2,168	1,672	934

Statistics are computed from all daily rolling windows in the selected range. Chart resolution changes the plotted line only, never these numbers.

Direct vs Regular plan

The same fund and the same portfolio. The Regular plan pays a commission to the distributor who sold it, which comes out of the NAV every year, so its returns run lower. Figures below are 5-year rolling returns over the period both plans share. Over this history the Direct plan averaged 1.20% a year more than Regular.

This fund's Regular plan has NAV going back to 3 April 2006, but its Direct plan only began on 1 January 2013. The 1,662 earlier Regular records are excluded here so both plans are measured over the same stretch of market history.

5-year rolling returns for Franklin India Small Cap Fund, Direct plan compared with Regular plan
5-year rolling return	Direct	Regular
Average	18.77%	17.57%
Best window	39.28%from 19 May 2020	38.12%from 19 May 2020
Worst window	-2.47%from 6 Apr 2015	-3.65%from 6 Apr 2015
Windows computed	2,168	2,168

Common questions about Franklin India Small Cap Fund

What is the 5-year rolling return of Franklin India Small Cap Fund?: Across 2,168 overlapping 5-year holding periods between 1 January 2013 and 16 October 2026, the Direct plan of Franklin India Small Cap Fund returned an average of 18.77% a year, with a median of 17.29%. The best 5-year stretch returned 39.28% a year and the worst returned -2.47%.
Has Franklin India Small Cap Fund ever lost money over 5 years?: Yes. 1.5% of the 2,168 5-year holding periods in this fund's history ended below zero. The worst returned -2.47% a year, for someone who invested on 6 April 2015 and sold on 3 April 2020.
What is the difference between the Direct and Regular plans of Franklin India Small Cap Fund?: Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 18.77% a year on the Direct plan against 17.57% on the Regular plan, a difference of 1.20% a year.
What is the 1-year rolling return of Franklin India Small Cap Fund?: Across 3,152 overlapping 1-year holding periods between 1 January 2013 and 16 October 2026, the Direct plan of Franklin India Small Cap Fund returned an average of 25.16% a year, with a median of 16.38%. The best 1-year stretch returned 121.30% a year and the worst returned -39.81%.
What is the 3-year rolling return of Franklin India Small Cap Fund?: Across 2,661 overlapping 3-year holding periods between 1 January 2013 and 16 October 2026, the Direct plan of Franklin India Small Cap Fund returned an average of 20.78% a year, with a median of 21.59%. The best 3-year stretch returned 49.37% a year and the worst returned -13.79%.
What is the 7-year rolling return of Franklin India Small Cap Fund?: Across 1,672 overlapping 7-year holding periods between 1 January 2013 and 16 October 2026, the Direct plan of Franklin India Small Cap Fund returned an average of 17.12% a year, with a median of 17.34%. The best 7-year stretch returned 22.74% a year and the worst returned 11.84%.
What is the 10-year rolling return of Franklin India Small Cap Fund?: Across 934 overlapping 10-year holding periods between 1 January 2013 and 16 October 2026, the Direct plan of Franklin India Small Cap Fund returned an average of 19.38% a year, with a median of 18.92%. The best 10-year stretch returned 25.26% a year and the worst returned 14.40%.

Compare with other funds

Figures are 5-year rolling return averages on the Direct plan, over each fund's own history. Funds with different start dates cover different market conditions, so these are a starting point for comparison rather than a like-for-like ranking.