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Franklin India Smaller Companies Fund vs Sundaram Small Cap Fund Regular Plan compare

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tortoise-icon Franklin India Small Cap Fund-Growth

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tortoise-icon Sundaram Small Cap Fund Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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%

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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

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