- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹13790 Cr | ₹36945 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 | -2.55% | -2.77% |
| 6 Month | -2.59% | 0.32% |
| 1 Year | -7.37% | -5.06% |
| 3 Year | 19.5% | 13.07% |
| 5 Year | 24.73% | 20.08% |
SIP Return Analysis
| Scheme Name | Franklin India Small Cap Fund-Growth | SBI Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -1.24% | -1.38% |
| 1 Year | 4.49% | 4.51% |
| 3 Year | 12.42% | 10.01% |
| 5 Year | 18.1% | 14.03% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Small Cap Fund-Growth | SBI Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 14.41% | 16.74% |
| 3 Year | 17.11% | 23.47% |
| 5 Year | 19.7% | 22.98% |
Risk Management
| Scheme Name | Franklin India Small Cap Fund-Growth | SBI Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 14.27% | 11.59% |
| Sharp | 0.93% | 0.66% |
| Beta | 0.81% | 0.7% |
| Alpha | 1.32% | -2.91% |
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 | 3.84 | 20.04 |
| Small Cap | 82.43 | 78.23 |
| Large Cap | 5.64 | - |
| Mid Cap | 8.1 | 1.73 |
Sector Allocation
| Scheme Name |
Franklin India Small Cap Fund-Growth |
SBI Small Cap Fund Regular Growth |
|---|---|---|
| Others | 2.53 | 16.07 |
| Consumer Cyclical | 20.09 | 21.28 |
| Financial Services | 17.93 | 13.64 |
| Technology | 7.98 | 0.98 |
| Industrials | 17.12 | 25.63 |
| Basic Materials | 10.48 | 13.21 |
| Healthcare | 10.96 | 2.41 |
| Energy | 1.02 | - |
| Utilities | 3.49 | 0.23 |
| Consumer Defensive | 3.71 | 3.89 |
| Real Estate | 4.69 | 1.25 |
| Communication Services | - | 1.42 |
Top Comparisons
HDFC Dynamic Debt Fund - Growth Option
3Y Returns6.49%
BANDHAN Dynamic Bond Fund - Regular Plan B - Growth
3Y Returns6.6%
ICICI Prudential Regular Gold Savings Fund (FOF) - Growth
3Y Returns31.76%
Motilal Oswal Gold and Silver ETFs Fund of Funds(Regular Plan)
3Y Returns32.9%
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
3Y Returns13.3%
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
3Y Returns12.88%
Canara Robeco Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns5.57%
Axis Dynamic Bond Fund - Regular Plan - Growth Option
3Y Returns7.37%
