Aditya Birla Sun Life Small Cap Fund vs Franklin India Smaller Companies Fund compare
Franklin India Smaller Companies Fund-Growth
Aditya Birla Sun Life Small Cap Fund - GROWTH
Chart Comparison
Overview
Scheme Name | Franklin India Smaller Companies Fund-Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
---|---|---|
Fund | Franklin India Smaller Companies Fund-Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹12862 Cr | ₹4585 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 13 Jan 2006 | 31 May 2007 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Smallcap 250 TRI | BSE 250 SmallCap TRI |
Turn Over | 14.47% | 34% |
Expense Ratio | 1.76 | 1.89 |
Manager | R Janakiraman | Dhaval Joshi |
ISIN Code | INF090I01569 | INF209K01EN2 |
Exits Load | Franklin India Smaller Companies Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Aditya Birla Sun Life Small cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Franklin India Smaller Companies Fund-Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
---|---|---|
1 Month | 5.58% | 6.59% |
6 Month | -5.98% | -5.95% |
1 Year | -1.34% | 1.3% |
3 Year | 29.71% | 23.08% |
5 Year | 35.25% | 29.16% |
SIP Return Analysis
Scheme Name | Franklin India Smaller Companies Fund-Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
---|---|---|
6 Month | 11.22% | 11.86% |
1 Year | 5.55% | 6.55% |
3 Year | 22.08% | 18.33% |
5 Year | 25.22% | 19.08% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Smaller Companies Fund-Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
---|---|---|
1 Year | 15.45% | 11.9% |
3 Year | 15.98% | 16.56% |
5 Year | 18.64% | 14.93% |
Risk Management
Scheme Name | Franklin India Smaller Companies Fund-Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
---|---|---|
Standard Deviation | 14.27% | 17.578% |
Sharp | 1.16% | 0.355% |
Beta | 0.8% | 0.854% |
Alpha | 4.42% | -4.461% |
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Fund Managers
Scheme Name | Franklin India Smaller Companies Fund-Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
---|---|---|
Name | R Janakiraman | Dhaval Joshi |
Total AUM | ₹50034 Cr | ₹361932 Cr |
Funds Managed | 8 | 55 |
Franklin India Smaller Companies Fund-Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
Market Cap
Scheme Name |
Franklin India Smaller Companies Fund-Growth |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
---|---|---|
Others | 7.68 | 4.74 |
Small Cap | 76.55 | 81.52 |
Large Cap | 6.58 | 2.68 |
Mid Cap | 9.2 | 11.06 |
Sector Allocation
Scheme Name |
Franklin India Smaller Companies Fund-Growth |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
---|---|---|
Others | 7.68 | 4.29 |
Industrial Manufacturing | 4.18 | - |
Consumer Durables | 5.6 | - |
Banks | 13.07 | - |
IT - Software | 4.56 | - |
Transport Services | 1.15 | - |
Electrical Equipment | 0.53 | - |
Pharmaceuticals & Biotechnology | 5.3 | - |
Retailing | 4.15 | - |
Chemicals & Petrochemicals | 6.46 | - |
Commercial Services & Supplies | 0.98 | - |
Aerospace & Defense | 1.28 | - |
Healthcare Services | 4.3 | - |
Cement & Cement Products | 2.68 | - |
Industrial Products | 5.64 | - |
IT - Services | 0.86 | - |
Textiles & Apparels | 2 | - |
Oil | 0.88 | - |
Power | 2.2 | - |
Gas | 0.52 | - |
Auto Components | 5.29 | - |
Construction | 1.78 | - |
Financial Technology (Fintech) | 0.91 | - |
Agricultural Food & other Products | 1.44 | - |
Finance | 2.58 | - |
Capital Markets | 2.75 | - |
Personal Products | 1.37 | - |
Other Utilities | 0.94 | - |
Household Products | 0.81 | - |
Realty | 4.61 | - |
Leisure Services | 3.34 | - |
Entertainment | 0.17 | - |
Consumer Defensive | - | 6.83 |
Consumer Cyclical | - | 20.03 |
Industrials | - | 25.32 |
Technology | - | 3.8 |
Financial Services | - | 13.07 |
Basic Materials | - | 11.62 |
Healthcare | - | 8.77 |
Communication Services | - | 0 |
Real Estate | - | 5.33 |
Utilities | - | 0.95 |
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