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SBI Small Cap Fund vs Franklin India Smaller Companies Fund compare
Franklin India Small Cap Fund-Growth
SBI Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Small Cap Fund-Growth | SBI Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Franklin India Small Cap Fund-Growth | SBI Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹13238 Cr | ₹36268 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 13 Jan 2006 | 09 Sep 2009 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | BSE 250 SmallCap TRI |
| Turn Over | 14.47% | 9% |
| Expense Ratio | 1.76 | 1.58 |
| Manager | R Janakiraman | Pradeep Kesavan |
| ISIN Code | INF090I01569 | INF200K01T28 |
| 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 | SBI Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Small Cap Fund-Growth | SBI Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | -5.48% | -5.01% |
| 6 Month | -11.67% | -10.51% |
| 1 Year | -4.55% | -3.08% |
| 3 Year | 18.13% | 12.46% |
| 5 Year | 20.7% | 16.92% |
SIP Return Analysis
| Scheme Name | Franklin India Small Cap Fund-Growth | SBI Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -8.76% | -8.74% |
| 1 Year | -13.75% | -12.71% |
| 3 Year | 3.81% | 2.63% |
| 5 Year | 13% | 9.47% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Small Cap Fund-Growth | SBI Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 14.06% | 16.36% |
| 3 Year | 17.28% | 23.3% |
| 5 Year | 20.09% | 22.9% |
Risk Management
| Scheme Name | Franklin India Small Cap Fund-Growth | SBI Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 14.27% | 11.59% |
| Sharp | 0.82% | 0.59% |
| Beta | 0.81% | 0.7% |
| Alpha | 0.96% | -2.71% |
Fund Managers
| Scheme Name | Franklin India Small Cap Fund-Growth | SBI Small Cap Fund Regular Growth |
|---|---|---|
| Name | R Janakiraman | Pradeep Kesavan |
| Total AUM | ₹50034 Cr | ₹434274 Cr |
| Funds Managed | 8 | 43 |
| Franklin India Small Cap Fund-Growth | SBI Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Franklin India Small Cap Fund-Growth |
SBI Small Cap Fund Regular Growth |
|---|---|---|
| Others | 7.76 | 18.89 |
| Small Cap | 79.93 | 78.61 |
| Large Cap | 5.24 | - |
| Mid Cap | 7.06 | 2.5 |
Sector Allocation
| Scheme Name |
Franklin India Small Cap Fund-Growth |
SBI Small Cap Fund Regular Growth |
|---|---|---|
| Others | 2.94 | 10.41 |
| Consumer Cyclical | 20.17 | 23.59 |
| Financial Services | 18.12 | 15.46 |
| Technology | 8.86 | 2.55 |
| Industrials | 17.73 | 25.74 |
| Basic Materials | 10.16 | 13.86 |
| Healthcare | 10.61 | 2.07 |
| Utilities | 3.44 | 0.2 |
| Consumer Defensive | 3.71 | 3.77 |
| Real Estate | 4.25 | 1.08 |
| Communication Services | - | 1.27 |
Top Comparisons
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