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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) | ₹13790 Cr | ₹3450 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 | -4.06% | -3.03% |
| 6 Month | -3.16% | 1.84% |
| 1 Year | -10.12% | -3.01% |
| 3 Year | 18.9% | 19.09% |
| 5 Year | 23.16% | 22.52% |
SIP Return Analysis
| Scheme Name | Franklin India Small Cap Fund-Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -3.49% | -0.73% |
| 1 Year | 0.72% | 10.98% |
| 3 Year | 10.15% | 13.87% |
| 5 Year | 16.43% | 16.95% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Small Cap Fund-Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.36% | 14.27% |
| 3 Year | 17.18% | 18.58% |
| 5 Year | 19.86% | 15.81% |
Risk Management
| Scheme Name | Franklin India Small Cap Fund-Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.27% | 14.09% |
| Sharp | 0.84% | 0.88% |
| Beta | 0.81% | 0.77% |
| Alpha | 1.62% | 2.04% |
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 | 6.92 | 7.97 |
| Small Cap | 80.98 | 83.24 |
| Large Cap | 5.16 | 6.5 |
| Mid Cap | 6.95 | 2.29 |
Sector Allocation
| Scheme Name |
Franklin India Small Cap Fund-Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.71 | 4.94 |
| Consumer Cyclical | 20.24 | 20.39 |
| Financial Services | 17.68 | 19.4 |
| Technology | 8.83 | 4.57 |
| Industrials | 17.66 | 18.92 |
| Basic Materials | 9.81 | 8.75 |
| Healthcare | 10.61 | 12.01 |
| Energy | 0 | - |
| Utilities | 3.38 | 1.03 |
| Consumer Defensive | 3.8 | 2.57 |
| Real Estate | 4.28 | 2.33 |
| Communication Services | - | 5.1 |
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