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

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tortoise-icon Franklin India Small Cap Fund-Growth

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tortoise-icon PGIM India Small Cap Fund - Regular Plan - Growth Option

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tortoise-icon 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) ₹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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