PGIM India Small Cap Fund vs Franklin India Smaller Companies Fund compare
Franklin India Smaller Companies Fund-Growth
PGIM India Small Cap Fund - Regular Plan - Growth Option
PGIM India Small Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Franklin India Smaller Companies Fund-Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
Fund | Franklin India Smaller Companies 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 | Very High | Very High | Very High |
Asset Size (Cr) | ₹12862 Cr | ₹1413 Cr | ₹1413 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 | Small Cap | Small Cap | Small Cap |
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 |
Trailing Lumpsum Returns
Scheme Name | Franklin India Smaller Companies Fund-Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
1 Month | 5.95% | 3.4% | 3.4% |
6 Month | -1.08% | -1.3% | -1.3% |
1 Year | 2.95% | 7.57% | 7.57% |
3 Year | 27.01% | 14.56% | 14.56% |
5 Year | 37.56% | - | - |
SIP Return Analysis
Scheme Name | Franklin India Smaller Companies Fund-Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
6 Month | 6.26% | 4.35% | 4.35% |
1 Year | -1.07% | -0.64% | -0.64% |
3 Year | 21.93% | 13.58% | 13.58% |
5 Year | 25.46% | - | - |
Rolling Lumpsum Returns
Scheme Name | Franklin India Smaller Companies Fund-Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
1 Year | 15.96% | 14.05% | 14.05% |
3 Year | 15.69% | 13.85% | 13.85% |
5 Year | 17.2% | - | - |
Risk Management
Scheme Name | Franklin India Smaller Companies Fund-Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
Standard Deviation | 14.27% | 16.654% | 16.654% |
Sharp | 0.82% | 0.213% | 0.213% |
Beta | 0.82% | 0.772% | 0.772% |
Alpha | 3.82% | -6.132% | -6.132% |
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Fund Managers
Scheme Name | Franklin India Smaller Companies 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 Smaller Companies Fund-Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Franklin India Smaller Companies Fund-Growth |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
Others | 7.22 | 3.55 | 3.55 |
Small Cap | 75.89 | 78.25 | 78.25 |
Large Cap | 6.8 | - | - |
Mid Cap | 10.08 | 18.2 | 18.2 |
Sector Allocation
Scheme Name |
Franklin India Smaller Companies Fund-Growth |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
Others | 7.22 | 4.39 | 4.39 |
Industrial Manufacturing | 4.55 | - | - |
Consumer Durables | 5.41 | - | - |
Banks | 12.08 | - | - |
Entertainment | 0.18 | - | - |
IT - Software | 4.51 | - | - |
Transport Services | 0.69 | - | - |
Electrical Equipment | 0.48 | - | - |
Pharmaceuticals & Biotechnology | 5.44 | - | - |
Retailing | 3.97 | - | - |
Chemicals & Petrochemicals | 6.92 | - | - |
Commercial Services & Supplies | 1.23 | - | - |
Aerospace & Defense | 0.88 | - | - |
Healthcare Services | 4.27 | - | - |
Cement & Cement Products | 3.04 | - | - |
Industrial Products | 5.95 | - | - |
IT - Services | 0.96 | - | - |
Finance | 3.2 | - | - |
Textiles & Apparels | 1.91 | - | - |
Oil | 0.93 | - | - |
Power | 2.23 | - | - |
Gas | 0.49 | - | - |
Auto Components | 5.41 | - | - |
Construction | 2.16 | - | - |
Financial Technology (Fintech) | 0.93 | - | - |
Agricultural Food & other Products | 1.42 | - | - |
Capital Markets | 2.75 | - | - |
Personal Products | 1.33 | - | - |
Other Utilities | 0.92 | - | - |
Household Products | 0.75 | - | - |
Realty | 4.55 | - | - |
Leisure Services | 3.23 | - | - |
Consumer Defensive | - | 7.82 | 7.82 |
Communication Services | - | 2.91 | 2.91 |
Industrials | - | 21.18 | 21.18 |
Consumer Cyclical | - | 12.7 | 12.7 |
Financial Services | - | 11.38 | 11.38 |
Utilities | - | 0.69 | 0.69 |
Real Estate | - | 1.94 | 1.94 |
Basic Materials | - | 16.05 | 16.05 |
Healthcare | - | 15.98 | 15.98 |
Technology | - | 4.96 | 4.96 |
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