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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) | ₹13238 Cr | ₹3401 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 | -2.67% | -2.09% |
| 6 Month | -9.05% | -3.8% |
| 1 Year | -1.52% | 6.19% |
| 3 Year | 19.56% | 19.76% |
| 5 Year | 21.48% | 21.7% |
SIP Return Analysis
| Scheme Name | Franklin India Small Cap Fund-Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -2.04% | - |
| 1 Year | 0.7% | 11.01% |
| 3 Year | 7.72% | 12.12% |
| 5 Year | 15.13% | 15.96% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Small Cap Fund-Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.06% | 14.06% |
| 3 Year | 17.28% | 18.65% |
| 5 Year | 20.09% | 15.83% |
Risk Management
| Scheme Name | Franklin India Small Cap Fund-Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.87% | 15.75% |
| Sharp | 0.77% | 0.84% |
| Beta | 0.81% | 0.77% |
| Alpha | 0.87% | 1.71% |
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 | 7.76 | 8.02 |
| Small Cap | 79.93 | 82.88 |
| Large Cap | 5.24 | 6.67 |
| Mid Cap | 7.06 | 2.43 |
Sector Allocation
| Scheme Name |
Franklin India Small Cap Fund-Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.94 | 4.69 |
| Consumer Cyclical | 20.17 | 20.84 |
| Financial Services | 18.12 | 19.15 |
| Technology | 8.86 | 4.64 |
| Industrials | 17.73 | 18.66 |
| Basic Materials | 10.16 | 9.05 |
| Healthcare | 10.61 | 11.59 |
| Utilities | 3.44 | 1.11 |
| Consumer Defensive | 3.71 | 2.6 |
| Real Estate | 4.25 | 2.3 |
| Communication Services | - | 5.37 |
Top Comparisons
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3Y Returns11.4%
