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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 | 4.23% | 3.46% |
| 6 Month | -10.97% | -10.47% |
| 1 Year | -1.89% | 0.06% |
| 3 Year | 20.7% | 17.22% |
| 5 Year | 33.47% | 31.45% |
SIP Return Analysis
| Scheme Name | Franklin India Smaller Companies Fund-Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -1.68% | -0.29% |
| 1 Year | -13.6% | -8.28% |
| 3 Year | 18.57% | 16.71% |
| 5 Year | 23.94% | 21.34% |
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 | 0.7% | 0.52% |
| Beta | 0.81% | 0.77% |
| Alpha | 3.52% | 0.22% |
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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 | 7.04 | 8.14 |
| Small Cap | 75.47 | 83.41 |
| Large Cap | 6.63 | 5.51 |
| Mid Cap | 10.87 | 2.94 |
Sector Allocation
| Scheme Name |
Franklin India Smaller Companies Fund-Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 8.19 | 8.9 |
| Industrials | 19.62 | 19.46 |
| Consumer Cyclical | 14.7 | 18.36 |
| Financial Services | 19.73 | 17.68 |
| Communication Services | 0.05 | 3.59 |
| Technology | 4.9 | 4.4 |
| Healthcare | 10.79 | 9.08 |
| Basic Materials | 10.23 | 9.08 |
| Energy | 0.9 | - |
| Utilities | 2.57 | 1.22 |
| Consumer Defensive | 3.61 | 4.93 |
| Real Estate | 4.7 | 3.3 |
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