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)	₹13266 Cr	₹3341 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	13 Jan 2006	15 Feb 2005
Category	ELSS	ELSS
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	3.38%	3.29%
6 Month	8.61%	14.92%
1 Year	-4.26%	1.62%
3 Year	21.74%	20.75%
5 Year	29%	27.58%

SIP Return Analysis

Scheme Name	Franklin India Small Cap Fund-Growth	Sundaram Small Cap Fund Regular Plan - Growth
6 Month	-1.87%	1.31%
1 Year	2.22%	12.12%
3 Year	12.87%	15.54%
5 Year	18.38%	18.2%

Rolling Lumpsum Returns

Scheme Name	Franklin India Small Cap Fund-Growth	Sundaram Small Cap Fund Regular Plan - Growth
1 Year	14.91%	14.64%
3 Year	16.76%	18.25%
5 Year	19.47%	15.68%

Risk Management

Scheme Name	Franklin India Small Cap Fund-Growth	Sundaram Small Cap Fund Regular Plan - Growth
Standard Deviation	16.68%	15.71%
Sharp	0.88%	0.87%
Beta	0.81%	0.77%
Alpha	1.24%	0.87%

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	7.32	8.28
Small Cap	78.9	84.1
Large Cap	5.52	5.92
Mid Cap	8.26	1.7

Sector Allocation

Scheme Name	Franklin India Small Cap Fund-Growth	Sundaram Small Cap Fund Regular Plan - Growth
Others	6.27	6.01
Industrials	16.67	18.55
Consumer Cyclical	19.1	21.13
Financial Services	16.38	18.08
Technology	7.13	4.45
Basic Materials	10.39	7.98
Healthcare	11.71	12.08
Energy	0.99	-
Utilities	3.14	1.14
Consumer Defensive	3.84	2.7
Real Estate	4.37	2.41
Communication Services	-	5.47

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