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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) | ₹13825 Cr | ₹35563 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 | -4.26% | -2.62% |
| 6 Month | 12.86% | 13.99% |
| 1 Year | -7.23% | -3.5% |
| 3 Year | 24.02% | 16.55% |
| 5 Year | 30.02% | 24.86% |
SIP Return Analysis
| Scheme Name | Franklin India Small Cap Fund-Growth | SBI Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 1.35% | 2.8% |
| 1 Year | -3.5% | -0.76% |
| 3 Year | 15.4% | 12.11% |
| 5 Year | 20.67% | 16.39% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Small Cap Fund-Growth | SBI Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 15.03% | 17.34% |
| 3 Year | 16.39% | 23.66% |
| 5 Year | 19.17% | 22.84% |
Risk Management
| Scheme Name | Franklin India Small Cap Fund-Growth | SBI Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 14.27% | 11.59% |
| Sharp | 1.14% | 0.86% |
| Beta | 0.79% | 0.7% |
| Alpha | 3.13% | -1.29% |
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 | 6.42 | 18.88 |
| Small Cap | 80.36 | 79.51 |
| Large Cap | 4.5 | - |
| Mid Cap | 8.72 | 1.61 |
Sector Allocation
| Scheme Name |
Franklin India Small Cap Fund-Growth |
SBI Small Cap Fund Regular Growth |
|---|---|---|
| Others | 5.85 | 16.66 |
| Industrials | 16.95 | 26 |
| Consumer Cyclical | 18.85 | 19.12 |
| Financial Services | 17.1 | 13.47 |
| Technology | 6.66 | 1.19 |
| Basic Materials | 10.14 | 13.73 |
| Healthcare | 12.14 | 2.6 |
| Energy | 0.96 | - |
| Utilities | 2.94 | 0.23 |
| Consumer Defensive | 3.86 | 4.29 |
| Real Estate | 4.57 | 1.26 |
| Communication Services | - | 1.44 |
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