Franklin India Smaller Companies Fund vs Sundaram Small Cap Fund Regular Plan compare
Franklin India Small Cap Fund-Growth
Sundaram Small Cap Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Franklin India Small Cap Fund-Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Fund | Franklin India Small Cap Fund-Growth | Sundaram Small Cap Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹13995 Cr | ₹3439 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 13 Jan 2006 | 15 Feb 2005 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
Turn Over | 14.47% | 22% |
Expense Ratio | 1.76 | 1.97 |
Manager | R Janakiraman | Rohit Seksaria |
ISIN Code | INF090I01569 | INF903J01470 |
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 | Sundaram Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Franklin India Small Cap Fund-Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
1 Month | -0.89% | -0.3% |
6 Month | 8.28% | 10.38% |
1 Year | -6.52% | 1.83% |
3 Year | 25.65% | 22.86% |
5 Year | 33.27% | 31.25% |
SIP Return Analysis
Scheme Name | Franklin India Small Cap Fund-Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | 8.94% | 10.72% |
1 Year | 6.93% | 12.13% |
3 Year | 20.5% | 20.07% |
5 Year | 23.89% | 21.93% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Small Cap Fund-Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 15.45% | 15.61% |
3 Year | 15.98% | 17.89% |
5 Year | 18.64% | 15.53% |
Risk Management
Scheme Name | Franklin India Small Cap Fund-Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.27% | 14.09% |
Sharp | 1.34% | 1.22% |
Beta | 0.81% | 0.78% |
Alpha | 3.22% | 0.83% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Franklin India Small Cap Fund-Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Name | R Janakiraman | Rohit Seksaria |
Total AUM | ₹50034 Cr | ₹0 Cr |
Funds Managed | 8 | 15 |
Franklin India Small Cap Fund-Growth | Sundaram Small Cap Fund Regular Plan - Growth |
Market Cap
Scheme Name |
Franklin India Small Cap Fund-Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Others | 5.67 | 6.69 |
Small Cap | 80.17 | 86.01 |
Large Cap | 5.94 | 5.71 |
Mid Cap | 8.22 | 1.59 |
Sector Allocation
Scheme Name |
Franklin India Small Cap Fund-Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Others | 5.67 | 5.94 |
Industrials | 17.76 | 19.36 |
Consumer Cyclical | 17.77 | 20.31 |
Financial Services | 19.22 | 19.47 |
Technology | 6.38 | 3.61 |
Healthcare | 11.03 | 12.14 |
Basic Materials | 9.91 | 8.2 |
Energy | 0.96 | - |
Utilities | 2.87 | 1.18 |
Consumer Defensive | 3.77 | 3.17 |
Real Estate | 4.65 | 2.66 |
Communication Services | - | 3.95 |
Top Comparisons
Mirae Asset Short Duration Fund- Regular Plan -Growth
3Y Returns7.13%
Axis Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.61%
BANDHAN Infrastructure Fund - Regular Plan - Growth
3Y Returns29.92%
Nippon India Power & Infra Fund-Growth Plan -Growth Option
3Y Returns31.65%
ITI Small Cap Fund Regular - Growth
3Y Returns28.99%
Franklin India Small Cap Fund-Growth
3Y Returns25.65%
Kotak Flexicap Fund - Growth
3Y Returns18.12%
PGIM India Flexi Cap Fund - Regular Plan - Growth Option
3Y Returns13.97%