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Tata Small Cap Fund vs Franklin India Smaller Companies Fund compare
Franklin India Small Cap Fund-Growth
Tata Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Small Cap Fund-Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Franklin India Small Cap Fund-Growth | Tata Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹13302 Cr | ₹11416 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 13 Jan 2006 | 12 Nov 2018 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 14.47% | 4.59% |
| Expense Ratio | 1.76 | 1.7 |
| Manager | R Janakiraman | Chandraprakash Padiyar |
| ISIN Code | INF090I01569 | INF277K015O2 |
| 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 | Tata Small Cap Fund - Regular Plan - 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 | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 3.14% | 2.81% |
| 6 Month | 18.65% | 16.98% |
| 1 Year | -9.15% | -7.15% |
| 3 Year | 20.88% | 19.59% |
| 5 Year | 28.33% | 28.77% |
SIP Return Analysis
| Scheme Name | Franklin India Small Cap Fund-Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 2.16% | 3.41% |
| 1 Year | 5.11% | 5.72% |
| 3 Year | 16.53% | 17.07% |
| 5 Year | 20.92% | 21.35% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Small Cap Fund-Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 15.03% | 25.17% |
| 3 Year | 16.39% | 28.72% |
| 5 Year | 19.17% | 31.28% |
Risk Management
| Scheme Name | Franklin India Small Cap Fund-Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 14.27% | 16.01% |
| Sharp | 0.96% | 0.86% |
| Beta | 0.8% | 0.77% |
| Alpha | 2.79% | 1.63% |
Fund Managers
| Scheme Name | Franklin India Small Cap Fund-Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Name | R Janakiraman | Chandraprakash Padiyar |
| Total AUM | ₹50034 Cr | ₹15627 Cr |
| Funds Managed | 8 | 3 |
| Franklin India Small Cap Fund-Growth | Tata Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Franklin India Small Cap Fund-Growth |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 6.42 | 15.25 |
| Small Cap | 80.36 | 78.14 |
| Large Cap | 4.5 | - |
| Mid Cap | 8.72 | 6.61 |
Sector Allocation
| Scheme Name |
Franklin India Small Cap Fund-Growth |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 5.85 | 12.45 |
| Industrials | 16.95 | 24.88 |
| Consumer Cyclical | 18.85 | 18.03 |
| Financial Services | 17.1 | 4.73 |
| Technology | 6.66 | 4.08 |
| Basic Materials | 10.14 | 19.39 |
| Healthcare | 12.14 | 8.98 |
| Energy | 0.96 | - |
| Utilities | 2.94 | 1.05 |
| Consumer Defensive | 3.86 | 2.24 |
| Real Estate | 4.57 | 4.17 |
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