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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) | ₹13790 Cr | ₹5127 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 | -1.76% | -0.83% |
| 6 Month | -1.23% | 3.97% |
| 1 Year | -4.42% | -1.06% |
| 3 Year | 20.63% | 18.04% |
| 5 Year | 25.78% | 20.84% |
SIP Return Analysis
| Scheme Name | Franklin India Small Cap Fund-Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| 6 Month | -1.92% | -0.13% |
| 1 Year | 2.71% | 9.07% |
| 3 Year | 12.85% | 13.21% |
| 5 Year | 18.56% | 14.98% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Small Cap Fund-Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| 1 Year | 14.56% | 10.1% |
| 3 Year | 16.96% | 16.9% |
| 5 Year | 19.69% | 15.38% |
Risk Management
| Scheme Name | Franklin India Small Cap Fund-Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| Standard Deviation | 14.27% | 17.67% |
| Sharp | 0.93% | 0.68% |
| Beta | 0.81% | 0.88% |
| Alpha | 1.32% | -2.51% |
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 | 3.84 | 8.97 |
| Small Cap | 82.43 | 77.23 |
| Large Cap | 5.64 | 2.29 |
| Mid Cap | 8.1 | 11.52 |
Sector Allocation
| Scheme Name |
Franklin India Small Cap Fund-Growth |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| Others | 2.53 | 5.75 |
| Consumer Cyclical | 20.09 | 16.2 |
| Financial Services | 17.93 | 19.92 |
| Technology | 7.98 | 2.19 |
| Industrials | 17.12 | 17.97 |
| Basic Materials | 10.48 | 13.09 |
| Healthcare | 10.96 | 12.82 |
| Energy | 1.02 | - |
| Utilities | 3.49 | 1.54 |
| Consumer Defensive | 3.71 | 7.26 |
| Real Estate | 4.69 | 3.26 |
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