Franklin India Smaller Companies Fund vs Tata Small Cap Fund compare

Overview

Scheme Name	Franklin India Smaller Companies Fund-Growth	Tata Small Cap Fund-Regular Plan-Growth
Fund	Franklin India Smaller Companies Fund-Growth	Tata Small Cap Fund-Regular Plan-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹14023 Cr	₹7868 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	13 Jan 2006	02 Nov 2018
Category	Small Cap	Small Cap
Fund Type	Open Ended	Close Ended
Benchmark	NIFTY SMALLCAP 250 TRI	NIFTY Smallcap 250 TRI
Turn Over	14.47%	4.59%
Expense Ratio	1.73	1.72
Manager	R Janakiraman	Chandraprakash Padiyar
ISIN Code	INF090I01569	INF277K015O2
Exits Load	Exit load of 1% if redeemed within 1 year./365	For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months./365

Scheme Name	Franklin India Smaller Companies Fund-Growth	Tata Small Cap Fund-Regular Plan-Growth
1 Month	3.93%	3.5%
6 Month	9.05%	18.06%
1 Year	32.25%	40.79%
3 Year	26.01%	25.65%
5 Year	29.54%	32.15%

Scheme Name	Franklin India Smaller Companies Fund-Growth	Tata Small Cap Fund-Regular Plan-Growth
6 Month	-	-
1 Year	15.95%	36.13%
3 Year	31.98%	34.61%
5 Year	33.42%	35.69%

Scheme Name	Franklin India Smaller Companies Fund-Growth	Tata Small Cap Fund-Regular Plan-Growth
1 Year	16.01%	27.86%
3 Year	15.25%	30.27%
5 Year	15.78%	27.96%

Scheme Name	Franklin India Smaller Companies Fund-Growth	Tata Small Cap Fund-Regular Plan-Growth
Standard Deviation	14.27%	13.28%
Sharp	1.23%	1.35%
Beta	0.75%	0.67%
Alpha	5.52%	5.5%

Scheme Name	Franklin India Smaller Companies Fund-Growth	Tata Small Cap Fund-Regular Plan-Growth
Name	R Janakiraman	Chandraprakash Padiyar
Total AUM	₹50034 Cr	₹15627 Cr
Fund Manage	8	3
	Franklin India Smaller Companies Fund-Growth	Tata Small Cap Fund-Regular Plan-Growth

Scheme Name	Franklin India Smaller Companies Fund-Growth	Tata Small Cap Fund-Regular Plan-Growth
Others	5.42	6.71
Small Cap	78.12	91.58
Large Cap	4.74	-
Mid Cap	11.71	1.71

Scheme Name	Franklin India Smaller Companies Fund-Growth	Tata Small Cap Fund-Regular Plan-Growth
Others	5.42	6.57
Realty	4.72	-
Industrial Manufacturing	5.21	-
Consumer Durables	7.11	-
Banks	10.26	-
Entertainment	0.3	-
IT - Software	4.45	-
Transport Services	0.87	-
Electrical Equipment	0.9	-
Pharmaceuticals & Biotechnology	5.15	-
Chemicals & Petrochemicals	6.34	-
Commercial Services & Supplies	1.94	-
Aerospace & Defense	1.12	-
Healthcare Services	3.92	-
Industrial Products	7.9	-
IT - Services	1.2	-
Finance	2.8	-
Textiles & Apparels	1.78	-
Oil	0.86	-
Power	2.14	-
Gas	0.56	-
Retailing	1.23	-
Auto Components	6.05	-
Construction	2.58	4.58
Cement & Cement Products	1.72	-
Financial Technology (Fintech)	0.85	-
Agricultural Food & other Products	1.39	-
Capital Markets	4.09	-
Food Products	0.52	-
Personal Products	1.39	-
Other Utilities	1.35	-
Household Products	1.08	-
Leisure Services	2.79	-
Healthcare	-	7.97
Financial	-	13.46
Metals & Mining	-	8.28
Services	-	13.52
Technology	-	5.24
Consumer Staples	-	7.52
Materials	-	6.51
Capital Goods	-	11.25
Chemicals	-	9.78
Automobile	-	1.54
Consumer Discretionary	-	1.31
Textiles	-	2.47