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Franklin India Smaller Companies Fund vs Tata Small Cap Fund compare
Franklin India Small Cap Fund-Growth
Tata Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Small Cap Fund-Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Franklin India Small Cap Fund-Growth | Tata Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹13302 Cr | ₹11637 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 13 Jan 2006 | 12 Nov 2018 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 14.47% | 4.59% |
| Expense Ratio | 1.76 | 1.7 |
| Manager | R Janakiraman | Chandraprakash Padiyar |
| ISIN Code | INF090I01569 | INF277K015O2 |
| 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 | Tata Small Cap Fund - Regular Plan - 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 | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | -2.18% | -3.12% |
| 6 Month | 8.15% | 7.9% |
| 1 Year | -9.99% | -12.15% |
| 3 Year | 21.55% | 19.88% |
| 5 Year | 29% | 29.5% |
SIP Return Analysis
| Scheme Name | Franklin India Small Cap Fund-Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -1.23% | 0.32% |
| 1 Year | 2.82% | 4.22% |
| 3 Year | 14.06% | 14.87% |
| 5 Year | 19.23% | 19.77% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Small Cap Fund-Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 14.91% | 23.4% |
| 3 Year | 16.76% | 28.5% |
| 5 Year | 19.47% | 30.65% |
Risk Management
| Scheme Name | Franklin India Small Cap Fund-Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 14.27% | 16.04% |
| Sharp | 0.89% | 0.82% |
| Beta | 0.81% | 0.78% |
| Alpha | 1.25% | 0.42% |
Fund Managers
| Scheme Name | Franklin India Small Cap Fund-Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Name | R Janakiraman | Chandraprakash Padiyar |
| Total AUM | ₹50034 Cr | ₹15627 Cr |
| Funds Managed | 8 | 3 |
| Franklin India Small Cap Fund-Growth | Tata Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Franklin India Small Cap Fund-Growth |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 7.2 | 15.25 |
| Small Cap | 79.95 | 78.14 |
| Large Cap | 4.47 | - |
| Mid Cap | 8.38 | 6.61 |
Sector Allocation
| Scheme Name |
Franklin India Small Cap Fund-Growth |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 6.09 | 12.45 |
| Industrials | 16.86 | 24.88 |
| Consumer Cyclical | 19.51 | 18.03 |
| Financial Services | 16.14 | 4.73 |
| Technology | 7.24 | 4.08 |
| Basic Materials | 9.89 | 19.39 |
| Healthcare | 12 | 8.98 |
| Energy | 0.97 | - |
| Utilities | 2.97 | 1.05 |
| Consumer Defensive | 4.02 | 2.24 |
| Real Estate | 4.31 | 4.17 |
Top Comparisons
ICICI Prudential Credit Risk Fund - Growth
3Y Returns8.46%
UTI Credit Risk Fund - Regular Plan - Growth Option
3Y Returns7.51%
HDFC Multi-Asset Active FOF - Growth
3Y Returns17.31%
Nippon India Multi Asset Omni FOF - Regular Plan - Growth
3Y Returns21.05%
Franklin India Liquid Fund - Super Institutional Plan - Growth
3Y Returns7.02%
Franklin India Liquid Fund - Super Institutional Plan - Growth
3Y Returns7.02%
Nippon India Floater Fund - Regular Plan - Growth Option
3Y Returns8%
Tata Floating Rate Fund-Regular Plan-Growth
3Y Returns7.39%
