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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) | ₹13302 Cr | ₹35585 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 | -2.62% | -2.92% |
| 6 Month | 9.77% | 8.58% |
| 1 Year | -9.68% | -9.85% |
| 3 Year | 21.21% | 13.84% |
| 5 Year | 28.4% | 23.72% |
SIP Return Analysis
| Scheme Name | Franklin India Small Cap Fund-Growth | SBI Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -1.23% | -0.09% |
| 1 Year | 2.82% | 4.14% |
| 3 Year | 14.06% | 11.22% |
| 5 Year | 19.23% | 15.04% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Small Cap Fund-Growth | SBI Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 14.91% | 17.17% |
| 3 Year | 16.76% | 23.56% |
| 5 Year | 19.47% | 22.92% |
Risk Management
| Scheme Name | Franklin India Small Cap Fund-Growth | SBI Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 14.27% | 11.59% |
| Sharp | 0.89% | 0.6% |
| Beta | 0.81% | 0.69% |
| Alpha | 1.25% | -3.12% |
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 | 7.2 | 19.11 |
| Small Cap | 79.95 | 79.13 |
| Large Cap | 4.47 | - |
| Mid Cap | 8.38 | 1.76 |
Sector Allocation
| Scheme Name |
Franklin India Small Cap Fund-Growth |
SBI Small Cap Fund Regular Growth |
|---|---|---|
| Others | 6.09 | 16.29 |
| Industrials | 16.86 | 26.19 |
| Consumer Cyclical | 19.51 | 20.11 |
| Financial Services | 16.14 | 13.08 |
| Technology | 7.24 | 1.12 |
| Basic Materials | 9.89 | 13.55 |
| Healthcare | 12 | 2.53 |
| Energy | 0.97 | - |
| Utilities | 2.97 | 0.24 |
| Consumer Defensive | 4.02 | 4.22 |
| Real Estate | 4.31 | 1.16 |
| Communication Services | - | 1.51 |
Top Comparisons
Franklin India Liquid Fund - Super Institutional Plan - Growth
3Y Returns7.02%
Franklin India Liquid Fund - Super Institutional Plan - Growth
3Y Returns7.02%
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH
3Y Returns0%
BANDHAN Balanced Advantage Fund Regular Plan Growth
3Y Returns10.88%
Franklin India Liquid Fund - Super Institutional Plan - Growth
3Y Returns7.02%
Franklin India Liquid Fund - Super Institutional Plan - Growth
3Y Returns7.02%
BANDHAN Credit Risk Fund - Regular Plan Growth
3Y Returns6.74%
HSBC Credit Risk Fund - Regular Growth
3Y Returns11.29%
