Franklin India Smaller Companies Fund vs Tata Small Cap Fund compare

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Franklin India Small Cap Fund-Growth

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Tata Small Cap Fund Regular Growth

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Chart Comparison

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

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)	₹13545 Cr	₹10529 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

Scheme Name	Franklin India Small Cap Fund-Growth	Tata Small Cap Fund Regular Growth
1 Month	2.71%	3.97%
6 Month	-2.66%	-3.74%
1 Year	-3.42%	1.89%
3 Year	30.2%	27.52%
5 Year	34.57%	33.68%

Scheme Name	Franklin India Small Cap Fund-Growth	Tata Small Cap Fund Regular Growth
6 Month	12.45%	11.65%
1 Year	7.59%	6.11%
3 Year	22.49%	21.17%
5 Year	25.3%	24.82%

Scheme Name	Franklin India Small Cap Fund-Growth	Tata Small Cap Fund Regular Growth
1 Year	15.45%	26.47%
3 Year	15.98%	29.12%
5 Year	18.64%	29.64%

Scheme Name	Franklin India Small Cap Fund-Growth	Tata Small Cap Fund Regular Growth
Standard Deviation	14.27%	16.37%
Sharp	1.16%	1.05%
Beta	0.8%	0.76%
Alpha	4.42%	2.45%

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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

Scheme Name	Franklin India Small Cap Fund-Growth	Tata Small Cap Fund Regular Growth
Others	7.25	10.04
Small Cap	78.44	82.33
Large Cap	5.87	-
Mid Cap	8.42	7.63

Scheme Name	Franklin India Small Cap Fund-Growth	Tata Small Cap Fund Regular Growth
Others	7.25	9.96
Industrial Manufacturing	4.55	-
Consumer Durables	6.03	-
Banks	12	-
IT - Software	4.87	-
Transport Services	1.18	-
Electrical Equipment	0.65	-
Pharmaceuticals & Biotechnology	5.28	-
Retailing	4.44	-
Chemicals & Petrochemicals	6.43	-
Commercial Services & Supplies	0.88	-
Aerospace & Defense	1.1	-
Healthcare Services	4.26	-
Industrial Products	5.82	-
IT - Services	0.91	-
Textiles & Apparels	2.05	-
Oil	0.8	-
Power	2.26	-
Gas	0.49	-
Auto Components	5.46	-
Cement & Cement Products	2.47	-
Financial Technology (Fintech)	0.91	-
Agricultural Food & other Products	2.13	-
Finance	3.12	-
Capital Markets	2.35	-
Personal Products	1.19	-
Other Utilities	0.95	-
Construction	1.64	-
Household Products	0.69	-
Realty	4.56	-
Leisure Services	3.1	-
Entertainment	0.16	-
Healthcare	-	9.5
Basic Materials	-	19.19
Consumer Cyclical	-	16.26
Financial Services	-	8.31
Technology	-	4.34
Utilities	-	0.96
Real Estate	-	3.44
Industrials	-	24.46
Consumer Defensive	-	3.58