Sundaram Small Cap Fund Regular Plan vs Franklin India Smaller Companies Fund compare
Franklin India Smaller Companies Fund-Growth
Sundaram Small Cap Fund Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Franklin India Smaller Companies Fund-Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Fund | Franklin India Smaller Companies Fund-Growth | Sundaram Small Cap Fund Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹12862 Cr | ₹3168 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 13 Jan 2006 | 15 Feb 2005 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
Turn Over | 14.47% | 22% |
Expense Ratio | 1.76 | 1.97 |
Manager | R Janakiraman | Rohit Seksaria |
ISIN Code | INF090I01569 | INF903J01470 |
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 | Sundaram Small Cap Fund - 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 | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
1 Month | 8.39% | 7.98% |
6 Month | -0.79% | 0.08% |
1 Year | 4.57% | 8.66% |
3 Year | 27.7% | 24.33% |
5 Year | 36.96% | 35.02% |
SIP Return Analysis
Scheme Name | Franklin India Smaller Companies Fund-Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | -2.32% | -2.36% |
1 Year | -14.97% | -12.04% |
3 Year | 16.89% | 14.56% |
5 Year | 22.7% | 19.78% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Smaller Companies Fund-Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 15.96% | 16.78% |
3 Year | 15.69% | 18.05% |
5 Year | 17.2% | 15.38% |
Risk Management
Scheme Name | Franklin India Smaller Companies Fund-Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.27% | 14.09% |
Sharp | 0.82% | 0.69% |
Beta | 0.82% | 0.77% |
Alpha | 3.82% | 1.31% |
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Fund Managers
Scheme Name | Franklin India Smaller Companies Fund-Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Name | R Janakiraman | Rohit Seksaria |
Total AUM | ₹50034 Cr | ₹0 Cr |
Funds Managed | 8 | 15 |
Franklin India Smaller Companies Fund-Growth | Sundaram Small Cap Fund Regular Plan - Growth |
Market Cap
Scheme Name |
Franklin India Smaller Companies Fund-Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Others | 7.22 | 6.13 |
Small Cap | 75.89 | 84.96 |
Large Cap | 6.8 | 6.23 |
Mid Cap | 10.08 | 2.15 |
Sector Allocation
Scheme Name |
Franklin India Smaller Companies Fund-Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Others | 7.22 | 6.13 |
Industrial Manufacturing | 4.55 | 1.28 |
Consumer Durables | 5.41 | 7.87 |
Banks | 12.08 | 7.41 |
Entertainment | 0.18 | 0.95 |
IT - Software | 4.51 | 2.54 |
Transport Services | 0.69 | - |
Electrical Equipment | 0.48 | 1.53 |
Pharmaceuticals & Biotechnology | 5.44 | 5.55 |
Retailing | 3.97 | 1.73 |
Chemicals & Petrochemicals | 6.92 | 2.82 |
Commercial Services & Supplies | 1.23 | - |
Aerospace & Defense | 0.88 | 1.83 |
Healthcare Services | 4.27 | 4.43 |
Cement & Cement Products | 3.04 | 1.79 |
Industrial Products | 5.95 | 8.5 |
IT - Services | 0.96 | 5.03 |
Finance | 3.2 | 6.93 |
Textiles & Apparels | 1.91 | 0.79 |
Oil | 0.93 | - |
Power | 2.23 | - |
Gas | 0.49 | 1.22 |
Auto Components | 5.41 | 6.36 |
Construction | 2.16 | 2.73 |
Financial Technology (Fintech) | 0.93 | - |
Agricultural Food & other Products | 1.42 | 2.19 |
Capital Markets | 2.75 | 3.69 |
Personal Products | 1.33 | 1.21 |
Other Utilities | 0.92 | 1.4 |
Household Products | 0.75 | - |
Realty | 4.55 | 3.16 |
Leisure Services | 3.23 | 3.57 |
Fertilizers & Agrochemicals | - | 2.1 |
Automobiles | - | 0.63 |
Other Consumer Services | - | 1.17 |
Insurance | - | 0.87 |
Transport Infrastructure | - | 1.56 |
Beverages | - | 0.5 |
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