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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 | 5.58% | 4.2% |
| 6 Month | -5.98% | -7.84% |
| 1 Year | -1.34% | -2.18% |
| 3 Year | 29.71% | 20.26% |
| 5 Year | 35.25% | 29.34% |
SIP Return Analysis
| Scheme Name | Franklin India Smaller Companies Fund-Growth | SBI Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 11.22% | 7.22% |
| 1 Year | 5.55% | -0.43% |
| 3 Year | 22.08% | 14.62% |
| 5 Year | 25.22% | 18.64% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Smaller Companies Fund-Growth | SBI Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 15.45% | 17.65% |
| 3 Year | 15.98% | 23.84% |
| 5 Year | 18.64% | 22.66% |
Risk Management
| Scheme Name | Franklin India Smaller Companies Fund-Growth | SBI Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 14.27% | 11.59% |
| Sharp | 1.16% | 0.84% |
| Beta | 0.8% | 0.71% |
| Alpha | 4.42% | -1.02% |
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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 | 7.68 | 20.26 |
| Small Cap | 76.55 | 77.97 |
| Large Cap | 6.58 | - |
| Mid Cap | 9.2 | 1.77 |
Sector Allocation
| Scheme Name |
Franklin India Smaller Companies Fund-Growth |
SBI Small Cap Fund Regular Growth |
|---|---|---|
| Others | 7.68 | 20.26 |
| Industrial Manufacturing | 4.18 | - |
| Consumer Durables | 5.6 | 7.85 |
| Banks | 13.07 | 3.53 |
| IT - Software | 4.56 | 1.26 |
| Transport Services | 1.15 | - |
| Electrical Equipment | 0.53 | 1.61 |
| Pharmaceuticals & Biotechnology | 5.3 | - |
| Retailing | 4.15 | 3.98 |
| Chemicals & Petrochemicals | 6.46 | 7.37 |
| Commercial Services & Supplies | 0.98 | 2.08 |
| Aerospace & Defense | 1.28 | - |
| Healthcare Services | 4.3 | 2.55 |
| Cement & Cement Products | 2.68 | 0.51 |
| Industrial Products | 5.64 | 9.93 |
| IT - Services | 0.86 | - |
| Textiles & Apparels | 2 | 2.42 |
| Oil | 0.88 | - |
| Power | 2.2 | 0.2 |
| Gas | 0.52 | - |
| Auto Components | 5.29 | 4.03 |
| Construction | 1.78 | 5.3 |
| Financial Technology (Fintech) | 0.91 | - |
| Agricultural Food & other Products | 1.44 | 1.92 |
| Finance | 2.58 | 7.13 |
| Capital Markets | 2.75 | 2.09 |
| Personal Products | 1.37 | - |
| Other Utilities | 0.94 | - |
| Household Products | 0.81 | 2.85 |
| Realty | 4.61 | 1.43 |
| Leisure Services | 3.34 | 5.4 |
| Entertainment | 0.17 | 0.42 |
| Food Products | - | 2.04 |
| Automobiles | - | 0.75 |
| Fertilizers & Agrochemicals | - | 2.4 |
| Agricultural, Commercial & Construction Vehicles | - | 0.24 |
| Cigarettes & Tobacco Products | - | 0.45 |
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