Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Sundaram Small Cap Fund Regular Plan vs Franklin India Smaller Companies Fund compare

Link copied to clipboard!

tortoise-icon Franklin India Smaller Companies Fund-Growth

Invest Now

tortoise-icon Sundaram Small Cap Fund Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth

3Y Returns7.39%

VS

DSP Short Term Fund - Regular Plan - Growth DSP Short Term Fund - Regular Plan - Growth

3Y Returns7.16%

Compare Now

Franklin India Focused Equity Fund - Growth Plan Franklin India Focused Equity Fund - Growth Plan

3Y Returns21.15%

VS

INVESCO INDIA FOCUSED FUND - Growth INVESCO INDIA FOCUSED FUND - Growth

3Y Returns27.05%

Compare Now

BANDHAN Dynamic Bond Fund - Regular Plan B - Growth BANDHAN Dynamic Bond Fund - Regular Plan B - Growth

3Y Returns8.12%

VS

HSBC Dynamic Bond Fund - Regular Growth HSBC Dynamic Bond Fund - Regular Growth

3Y Returns7.92%

Compare Now

Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option

3Y Returns24%

VS

Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option

3Y Returns17.41%

Compare Now
Add to Cart Successfully