SBI Small Cap Fund vs Franklin India Smaller Companies Fund compare
Franklin India Smaller Companies Fund-Growth
SBI Small Cap Fund Regular Growth
Chart Comparison
Overview
Scheme Name | Franklin India Smaller Companies Fund-Growth | SBI Small Cap Fund Regular Growth |
---|---|---|
Fund | Franklin India Smaller Companies Fund-Growth | SBI Small Cap Fund Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹12862 Cr | ₹31227 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 | 1.59 |
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 Smaller Companies Fund-Growth | SBI Small Cap Fund Regular Growth |
---|---|---|
1 Month | 8.72% | 4.75% |
6 Month | -3.21% | -4.87% |
1 Year | 5.31% | 4.81% |
3 Year | 26.83% | 19.02% |
5 Year | 35.72% | 30.01% |
SIP Return Analysis
Scheme Name | Franklin India Smaller Companies Fund-Growth | SBI Small Cap Fund Regular Growth |
---|---|---|
6 Month | -2.32% | -3.49% |
1 Year | -14.97% | -15.76% |
3 Year | 16.89% | 10.61% |
5 Year | 22.7% | 16.93% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Smaller Companies Fund-Growth | SBI Small Cap Fund Regular Growth |
---|---|---|
1 Year | 15.96% | 18.16% |
3 Year | 15.69% | 24.15% |
5 Year | 17.2% | 22.56% |
Risk Management
Scheme Name | Franklin India Smaller Companies Fund-Growth | SBI Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 14.27% | 11.59% |
Sharp | 0.82% | 0.6% |
Beta | 0.82% | 0.7% |
Alpha | 3.82% | -0.04% |
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Fund Managers
Scheme Name | Franklin India Smaller Companies 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 Smaller Companies Fund-Growth | SBI Small Cap Fund Regular Growth |
Market Cap
Scheme Name |
Franklin India Smaller Companies Fund-Growth |
SBI Small Cap Fund Regular Growth |
---|---|---|
Others | 7.22 | 21.08 |
Small Cap | 75.89 | 76.63 |
Large Cap | 6.8 | - |
Mid Cap | 10.08 | 2.29 |
Sector Allocation
Scheme Name |
Franklin India Smaller Companies Fund-Growth |
SBI Small Cap Fund Regular Growth |
---|---|---|
Others | 7.22 | 21.08 |
Industrial Manufacturing | 4.55 | - |
Consumer Durables | 5.41 | 8.05 |
Banks | 12.08 | 3.72 |
Entertainment | 0.18 | 0.42 |
IT - Software | 4.51 | 1.35 |
Transport Services | 0.69 | - |
Electrical Equipment | 0.48 | 1.8 |
Pharmaceuticals & Biotechnology | 5.44 | - |
Retailing | 3.97 | 3.87 |
Chemicals & Petrochemicals | 6.92 | 6.57 |
Commercial Services & Supplies | 1.23 | 2.25 |
Aerospace & Defense | 0.88 | - |
Healthcare Services | 4.27 | 2.56 |
Cement & Cement Products | 3.04 | 0.51 |
Industrial Products | 5.95 | 10.35 |
IT - Services | 0.96 | - |
Finance | 3.2 | 6.66 |
Textiles & Apparels | 1.91 | 2.26 |
Oil | 0.93 | - |
Power | 2.23 | 0.1 |
Gas | 0.49 | - |
Auto Components | 5.41 | 3.45 |
Construction | 2.16 | 5.45 |
Financial Technology (Fintech) | 0.93 | - |
Agricultural Food & other Products | 1.42 | 1.95 |
Capital Markets | 2.75 | 2.16 |
Personal Products | 1.33 | - |
Other Utilities | 0.92 | - |
Household Products | 0.75 | 3.08 |
Realty | 4.55 | 1.4 |
Leisure Services | 3.23 | 5.62 |
Food Products | - | 2.3 |
Fertilizers & Agrochemicals | - | 2.38 |
Agricultural, Commercial & Construction Vehicles | - | 0.23 |
Cigarettes & Tobacco Products | - | 0.43 |
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