PGIM India Small Cap Fund vs Franklin India Smaller Companies Fund compare
Franklin India Small Cap 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 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) | ₹13790 Cr | ₹1634 Cr | ₹1634 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 Small Cap Fund-Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Month | -5.17% | -3.49% | -3.49% |
| 6 Month | -5.78% | 0.38% | 0.38% |
| 1 Year | -11.27% | -4.37% | -4.37% |
| 3 Year | 18.44% | 12.16% | 12.16% |
| 5 Year | 22.89% | - | - |
SIP Return Analysis
| 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 | -3.49% | -1.94% | -1.94% |
| 1 Year | 0.72% | 10.39% | 10.39% |
| 3 Year | 10.15% | 11.99% | 11.99% |
| 5 Year | 16.43% | - | - |
Rolling Lumpsum Returns
| 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 | 14.36% | 10.19% | 10.19% |
| 3 Year | 17.18% | 13.9% | 13.9% |
| 5 Year | 19.86% | - | - |
Risk Management
| 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% | 15.21% | 15.21% |
| Sharp | 0.84% | 0.45% | 0.45% |
| Beta | 0.81% | 0.71% | 0.71% |
| Alpha | 1.62% | -3.51% | -3.51% |
Fund Managers
| 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 |
Market Cap
| 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 | 6.92 | 11.52 | 11.52 |
| Small Cap | 80.98 | 71.28 | 71.28 |
| Large Cap | 5.16 | 1 | 1 |
| Mid Cap | 6.95 | 16.2 | 16.2 |
Sector Allocation
| 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 | 3.71 | 2.79 | 2.79 |
| Consumer Cyclical | 20.24 | 16.47 | 16.47 |
| Financial Services | 17.68 | 12.5 | 12.5 |
| Technology | 8.83 | 7.03 | 7.03 |
| Industrials | 17.66 | 16.66 | 16.66 |
| Basic Materials | 9.81 | 15.19 | 15.19 |
| Healthcare | 10.61 | 16.37 | 16.37 |
| Energy | 0 | - | - |
| Utilities | 3.38 | - | - |
| Consumer Defensive | 3.8 | 9.94 | 9.94 |
| Real Estate | 4.28 | 0.76 | 0.76 |
| Communication Services | - | 2.29 | 2.29 |
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