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Sundaram Small Cap Fund Regular Plan vs Franklin India Smaller Companies Fund compare
Franklin India Small Cap Fund-Growth
Sundaram Small Cap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Small Cap Fund-Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Fund | Franklin India Small Cap Fund-Growth | Sundaram Small Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹13302 Cr | ₹3282 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 Small Cap Fund-Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.48% | 3.83% |
| 6 Month | 17.18% | 21.9% |
| 1 Year | -9.06% | -2.23% |
| 3 Year | 21.14% | 19.05% |
| 5 Year | 29.86% | 28.27% |
SIP Return Analysis
| Scheme Name | Franklin India Small Cap Fund-Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.16% | 5.06% |
| 1 Year | 5.11% | 13.21% |
| 3 Year | 16.53% | 18.18% |
| 5 Year | 20.92% | 20.16% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Small Cap Fund-Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.03% | 15.05% |
| 3 Year | 16.39% | 18.08% |
| 5 Year | 19.17% | 15.62% |
Risk Management
| Scheme Name | Franklin India Small Cap Fund-Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.27% | 14.09% |
| Sharp | 0.96% | 0.84% |
| Beta | 0.8% | 0.77% |
| Alpha | 2.79% | 0.54% |
Fund Managers
| Scheme Name | Franklin India Small Cap 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 Small Cap Fund-Growth | Sundaram Small Cap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Franklin India Small Cap Fund-Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 6.42 | 7.93 |
| Small Cap | 80.36 | 85.57 |
| Large Cap | 4.5 | 5.53 |
| Mid Cap | 8.72 | 0.97 |
Sector Allocation
| Scheme Name |
Franklin India Small Cap Fund-Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 5.85 | 5.89 |
| Industrials | 16.95 | 19.06 |
| Consumer Cyclical | 18.85 | 20.38 |
| Financial Services | 17.1 | 19.02 |
| Technology | 6.66 | 3.41 |
| Basic Materials | 10.14 | 8.13 |
| Healthcare | 12.14 | 11.84 |
| Energy | 0.96 | - |
| Utilities | 2.94 | 1.15 |
| Consumer Defensive | 3.86 | 3.24 |
| Real Estate | 4.57 | 2.66 |
| Communication Services | - | 5.23 |
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