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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) | ₹13825 Cr | ₹11576 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 | -3.77% | -3.64% |
| 6 Month | 15.73% | 17.1% |
| 1 Year | -10.57% | -6.36% |
| 3 Year | 22.26% | 21.3% |
| 5 Year | 28.04% | 28.63% |
SIP Return Analysis
| Scheme Name | Franklin India Small Cap Fund-Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 0.1% | 2.34% |
| 1 Year | -2.51% | 0.97% |
| 3 Year | 15.05% | 16.24% |
| 5 Year | 20.49% | 21.3% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Small Cap Fund-Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 15.03% | 25.17% |
| 3 Year | 16.39% | 28.72% |
| 5 Year | 19.17% | 31.28% |
Risk Management
| Scheme Name | Franklin India Small Cap Fund-Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 14.27% | 15.98% |
| Sharp | 1.14% | 1.09% |
| Beta | 0.79% | 0.77% |
| Alpha | 3.13% | 2.78% |
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 | 6.42 | 12.11 |
| Small Cap | 80.36 | 81.63 |
| Large Cap | 4.5 | - |
| Mid Cap | 8.72 | 6.26 |
Sector Allocation
| Scheme Name |
Franklin India Small Cap Fund-Growth |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 5.85 | 9.62 |
| Industrials | 16.95 | 25.55 |
| Consumer Cyclical | 18.85 | 18.21 |
| Financial Services | 17.1 | 4.82 |
| Technology | 6.66 | 4.63 |
| Basic Materials | 10.14 | 19.78 |
| Healthcare | 12.14 | 9.72 |
| Energy | 0.96 | - |
| Utilities | 2.94 | 0.92 |
| Consumer Defensive | 3.86 | 2.62 |
| Real Estate | 4.57 | 4.11 |
Top Comparisons
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
3Y Returns6.92%
Tata Ultra Short Term Fund-Regular Plan-Growth
3Y Returns6.64%
HDFC Small Cap Fund Regular Growth
3Y Returns22.93%
Quant Small Cap Fund Regular Growth
3Y Returns24.03%
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
3Y Returns11.19%
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
3Y Returns13.58%
Franklin India Small Cap Fund-Growth
3Y Returns22.26%
Nippon India Small Cap Fund Regular Growth
3Y Returns22.89%
