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) | ₹13302 Cr | ₹1583 Cr | ₹1583 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 | 2.48% | 2.74% | 2.74% |
6 Month | 17.18% | 23.21% | 23.21% |
1 Year | -9.06% | -0.36% | -0.36% |
3 Year | 21.14% | 12.47% | 12.47% |
5 Year | 29.86% | - | - |
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 | 2.16% | 6.89% | 6.89% |
1 Year | 5.11% | 17.04% | 17.04% |
3 Year | 16.53% | 16.15% | 16.15% |
5 Year | 20.92% | - | - |
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 | 15.03% | 10.58% | 10.58% |
3 Year | 16.39% | 13.84% | 13.84% |
5 Year | 19.17% | - | - |
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% | 15.04% | 15.04% |
Sharp | 0.96% | 0.44% | 0.44% |
Beta | 0.8% | 0.71% | 0.71% |
Alpha | 2.79% | -4.56% | -4.56% |
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 | 6.42 | 5.9 | 5.9 |
Small Cap | 80.36 | 76.15 | 76.15 |
Large Cap | 4.5 | - | - |
Mid Cap | 8.72 | 17.96 | 17.96 |
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 | 5.85 | 2.81 | 2.81 |
Industrials | 16.95 | 19.01 | 19.01 |
Consumer Cyclical | 18.85 | 15.32 | 15.32 |
Financial Services | 17.1 | 11.65 | 11.65 |
Technology | 6.66 | 3.46 | 3.46 |
Basic Materials | 10.14 | 17.4 | 17.4 |
Healthcare | 12.14 | 16.26 | 16.26 |
Energy | 0.96 | - | - |
Utilities | 2.94 | 0.56 | 0.56 |
Consumer Defensive | 3.86 | 9.93 | 9.93 |
Real Estate | 4.57 | 0.87 | 0.87 |
Communication Services | - | 2.72 | 2.72 |
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