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

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

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Franklin India Small Cap Fund-Growth

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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)	₹13790 Cr	₹3450 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	-4.02%	-2.71%
6 Month	-5.38%	0.36%
1 Year	-11.24%	-3.78%
3 Year	18.58%	19.45%
5 Year	23.63%	22.95%

SIP Return Analysis

Scheme Name	Franklin India Small Cap Fund-Growth	Sundaram Small Cap Fund Regular Plan - Growth
6 Month	-3.49%	-0.73%
1 Year	0.72%	10.98%
3 Year	10.15%	13.87%
5 Year	16.43%	16.95%

Rolling Lumpsum Returns

Scheme Name	Franklin India Small Cap Fund-Growth	Sundaram Small Cap Fund Regular Plan - Growth
1 Year	14.39%	14.39%
3 Year	17.12%	18.55%
5 Year	19.76%	15.79%

Risk Management

Scheme Name	Franklin India Small Cap Fund-Growth	Sundaram Small Cap Fund Regular Plan - Growth
Standard Deviation	16.82%	15.79%
Sharp	0.79%	0.83%
Beta	0.81%	0.77%
Alpha	1.54%	1.89%

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	3.84	9.85
Small Cap	82.43	81.65
Large Cap	5.64	6.23
Mid Cap	8.1	2.26

Sector Allocation

Scheme Name	Franklin India Small Cap Fund-Growth	Sundaram Small Cap Fund Regular Plan - Growth
Others	2.53	7.44
Consumer Cyclical	20.09	19.13
Financial Services	17.93	18.65
Technology	7.98	4.38
Industrials	17.12	18.24
Basic Materials	10.48	8.49
Healthcare	10.96	11.99
Energy	1.02	-
Utilities	3.49	1.09
Consumer Defensive	3.71	2.59
Real Estate	4.69	2.58
Communication Services	-	5.41

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