PGIM India Small Cap Fund vs Franklin India Smaller Companies Fund compare

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Franklin India Small Cap Fund-Growth

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PGIM India Small Cap Fund - Regular Plan - Growth Option

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PGIM India Small Cap Fund - Regular Plan - Growth Option

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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	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option
Fund	Franklin India Small Cap Fund-Growth	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth	Growth
Level of Risk	Average	Very High	Very High
Asset Size (Cr)	₹13266 Cr	₹1568 Cr	₹1568 Cr
Min Investment	₹5000	₹5000	₹5000
Min SIP Invesment	₹500	₹1000	₹1000
Min Addl Investment	₹1000	₹1000	₹1000
Launch Date	13 Jan 2006	29 Jul 2021	29 Jul 2021
Category	ELSS	ELSS	ELSS
Fund Type	Open Ended	Open Ended	Open Ended
Benchmark	NIFTY Smallcap 250 TRI	NIFTY Smallcap 250 TRI	NIFTY Smallcap 250 TRI
Turn Over	14.47%	119%	119%
Expense Ratio	1.76	2.07	2.07
Manager	R Janakiraman	Puneet Pal	Puneet Pal
ISIN Code	INF090I01569	INF663L01W30	INF663L01W30
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	PGIM India Small Cap Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365	PGIM India Small Cap Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Franklin India Small Cap Fund-Growth	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option
1 Month	4.19%	3.09%	3.09%
6 Month	8.61%	15.29%	15.29%
1 Year	-4.26%	2.46%	2.46%
3 Year	21.74%	14.34%	14.34%
5 Year	29%	-	-

Scheme Name	Franklin India Small Cap Fund-Growth	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option
6 Month	-1.87%	0.7%	0.7%
1 Year	2.22%	11.62%	11.62%
3 Year	12.87%	13.49%	13.49%
5 Year	18.38%	-	-

Scheme Name	Franklin India Small Cap Fund-Growth	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option
1 Year	14.91%	10.19%	10.19%
3 Year	16.76%	13.9%	13.9%
5 Year	19.47%	-	-

Scheme Name	Franklin India Small Cap Fund-Growth	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option
Standard Deviation	14.27%	15.10%	15.10%
Sharp	0.89%	0.53%	0.53%
Beta	0.81%	0.72%	0.72%
Alpha	1.25%	-3.81%	-3.81%

Scheme Name	Franklin India Small Cap Fund-Growth	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option
Name	R Janakiraman	Puneet Pal	Puneet Pal
Total AUM	₹50034 Cr	₹20950 Cr	₹20950 Cr
Funds Managed	8	19	19
	Franklin India Small Cap Fund-Growth	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option

Scheme Name	Franklin India Small Cap Fund-Growth	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option
Others	7.32	9.44	9.44
Small Cap	78.9	72.84	72.84
Large Cap	5.52	1.1	1.1
Mid Cap	8.26	16.61	16.61

Scheme Name	Franklin India Small Cap Fund-Growth	PGIM India Small Cap Fund - Regular Plan - Growth Option	PGIM India Small Cap Fund - Regular Plan - Growth Option
Others	6.27	2.56	2.56
Industrials	16.67	17.39	17.39
Consumer Cyclical	19.1	15.86	15.86
Financial Services	16.38	11.77	11.77
Technology	7.13	6.15	6.15
Basic Materials	10.39	16.06	16.06
Healthcare	11.71	17.16	17.16
Energy	0.99	-	-
Utilities	3.14	0	0
Consumer Defensive	3.84	9.55	9.55
Real Estate	4.37	0.78	0.78
Communication Services	-	2.73	2.73