Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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

Link copied to clipboard!

tortoise-icon Franklin India Smaller Companies Fund-Growth

Invest Now

tortoise-icon Sundaram Small Cap Fund Regular Plan - Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name Franklin India Smaller Companies Fund-Growth Sundaram Small Cap Fund Regular Plan - Growth
Fund Franklin India Smaller Companies Fund-Growth Sundaram Small Cap Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹12862 Cr ₹3168 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 Smaller Companies Fund-Growth Sundaram Small Cap Fund Regular Plan - Growth
1 Month 5.58% 5.71%
6 Month -5.98% -4.01%
1 Year -1.34% 5.11%
3 Year 29.71% 26.08%
5 Year 35.25% 32.91%

SIP Return Analysis

Scheme Name Franklin India Smaller Companies Fund-Growth Sundaram Small Cap Fund Regular Plan - Growth
6 Month 11.22% 11.98%
1 Year 5.55% 9.91%
3 Year 22.08% 20.72%
5 Year 25.22% 22.78%

Rolling Lumpsum Returns

Scheme Name Franklin India Smaller Companies 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 Smaller Companies Fund-Growth Sundaram Small Cap Fund Regular Plan - Growth
Standard Deviation 14.27% 14.09%
Sharp 1.16% 1.03%
Beta 0.8% 0.77%
Alpha 4.42% 1.81%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Franklin India Smaller Companies 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 Smaller Companies Fund-Growth Sundaram Small Cap Fund Regular Plan - Growth

Market Cap

Scheme Name

Franklin India Smaller Companies Fund-Growth

Sundaram Small Cap Fund Regular Plan - Growth

Others 7.68 10.65
Small Cap 76.55 82.41
Large Cap 6.58 5.65
Mid Cap 9.2 2.01

Sector Allocation

Scheme Name

Franklin India Smaller Companies Fund-Growth

Sundaram Small Cap Fund Regular Plan - Growth

Others 7.68 10.65
Industrial Manufacturing 4.18 1.22
Consumer Durables 5.6 7.16
Banks 13.07 8.86
IT - Software 4.56 2.42
Transport Services 1.15 -
Electrical Equipment 0.53 1.55
Pharmaceuticals & Biotechnology 5.3 5.38
Retailing 4.15 1.89
Chemicals & Petrochemicals 6.46 2.14
Commercial Services & Supplies 0.98 -
Aerospace & Defense 1.28 1.86
Healthcare Services 4.3 4.5
Cement & Cement Products 2.68 1.62
Industrial Products 5.64 8.09
IT - Services 0.86 4.99
Textiles & Apparels 2 0.84
Oil 0.88 -
Power 2.2 -
Gas 0.52 1.31
Auto Components 5.29 5.62
Construction 1.78 2.37
Financial Technology (Fintech) 0.91 -
Agricultural Food & other Products 1.44 2.13
Finance 2.58 6.48
Capital Markets 2.75 3.35
Personal Products 1.37 1.26
Other Utilities 0.94 1.45
Household Products 0.81 -
Realty 4.61 3.26
Leisure Services 3.34 3.32
Entertainment 0.17 0.95
Fertilizers & Agrochemicals - 2.12
Automobiles - 0.58
Other Consumer Services - 0.97
Insurance - 0.83
Transport Infrastructure - 1.55

Top Comparisons

ICICI Prudential Overnight Fund - Growth ICICI Prudential Overnight Fund - Growth

3Y Returns6.34%

VS

SBI Overnight Fund - Regular Plan - Growth SBI Overnight Fund - Regular Plan - Growth

3Y Returns6.31%

Compare Now

Tata Ethical Fund-Regular Plan - Growth Option Tata Ethical Fund-Regular Plan - Growth Option

3Y Returns14.64%

VS

Sundaram Services Fund Regular Plan - Growth Sundaram Services Fund Regular Plan - Growth

3Y Returns22.78%

Compare Now

DSP Gilt Fund - Regular Plan - Growth DSP Gilt Fund - Regular Plan - Growth

3Y Returns8.18%

VS

UTI - Gilt Fund - Regular Plan - Growth Option UTI - Gilt Fund - Regular Plan - Growth Option

3Y Returns7.78%

Compare Now

SBI Flexicap Fund - REGULAR PLAN -Growth Option SBI Flexicap Fund - REGULAR PLAN -Growth Option

3Y Returns15.71%

VS

Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

3Y Returns21.11%

Compare Now
Add to Cart Successfully