- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Aditya Birla Sun Life Small Cap Fund vs Franklin India Smaller Companies Fund compare
Franklin India Small Cap Fund-Growth
Aditya Birla Sun Life Small Cap Fund - GROWTH
Chart Comparison
Overview
| Scheme Name | Franklin India Small Cap Fund-Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| Fund | Franklin India Small Cap Fund-Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹13302 Cr | ₹4824 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 Small Cap Fund-Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| 1 Month | -0.94% | -0.26% |
| 6 Month | 13.76% | 17.19% |
| 1 Year | -8.12% | -7.73% |
| 3 Year | 20.7% | 16.63% |
| 5 Year | 28.35% | 22.73% |
SIP Return Analysis
| Scheme Name | Franklin India Small Cap Fund-Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| 6 Month | -0.95% | 0.81% |
| 1 Year | 1.32% | 5.86% |
| 3 Year | 14.12% | 13.29% |
| 5 Year | 19.43% | 15.02% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Small Cap Fund-Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| 1 Year | 14.91% | 10.78% |
| 3 Year | 16.76% | 16.8% |
| 5 Year | 19.47% | 15.13% |
Risk Management
| Scheme Name | Franklin India Small Cap Fund-Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| Standard Deviation | 14.27% | 17.53% |
| Sharp | 0.89% | 0.61% |
| Beta | 0.81% | 0.88% |
| Alpha | 1.25% | -3.86% |
Fund Managers
| Scheme Name | Franklin India Small Cap 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 Small Cap Fund-Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
Market Cap
| Scheme Name |
Franklin India Small Cap Fund-Growth |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| Others | 7.2 | 6.92 |
| Small Cap | 79.95 | 77.58 |
| Large Cap | 4.47 | 3.09 |
| Mid Cap | 8.38 | 12.4 |
Sector Allocation
| Scheme Name |
Franklin India Small Cap Fund-Growth |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| Others | 6.09 | 3.94 |
| Industrials | 16.86 | 18.89 |
| Consumer Cyclical | 19.51 | 17.36 |
| Financial Services | 16.14 | 17.22 |
| Technology | 7.24 | 2.22 |
| Basic Materials | 9.89 | 12.45 |
| Healthcare | 12 | 14.13 |
| Energy | 0.97 | - |
| Utilities | 2.97 | 1.39 |
| Consumer Defensive | 4.02 | 7.92 |
| Real Estate | 4.31 | 4.49 |
Top Comparisons
Tata Mid Cap Fund Regular Plan- Growth Option
3Y Returns20.46%
Sundaram Mid Cap Fund Regular Plan - Growth
3Y Returns22.89%
ICICI Prudential Banking and PSU Debt Fund - Growth
3Y Returns7.65%
UTI Banking & PSU Fund- Regular Plan - Growth Option
3Y Returns7.61%
ICICI Prudential Multi-Asset Fund - Growth
3Y Returns19.94%
Quant Multi Asset Allocation Fund-Growth
3Y Returns20.16%
Kotak Silver ETF Fund of Fund - Regular Plan - Growth Option
3Y Returns0%
Axis Silver Fund of Fund -Regular Plan- Growth Option
3Y Returns35.47%
