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UTI Small Cap Fund vs Franklin India Smaller Companies Fund compare
Franklin India Small Cap Fund-Growth
UTI Small Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Franklin India Small Cap Fund-Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Franklin India Small Cap Fund-Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹13790 Cr | ₹4918 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 13 Jan 2006 | 22 Dec 2020 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 14.47% | 12.69% |
| Expense Ratio | 1.76 | 1.9 |
| Manager | R Janakiraman | Deepesh Agarwal |
| ISIN Code | INF090I01569 | INF789F1AUO6 |
| 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 | UTI 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 | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 3.07% | 1.44% |
| 6 Month | 2.94% | 7.37% |
| 1 Year | 0.12% | 3.46% |
| 3 Year | 21.82% | 18.44% |
| 5 Year | 27.17% | - |
SIP Return Analysis
| Scheme Name | Franklin India Small Cap Fund-Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.49% | -0.32% |
| 1 Year | 6.86% | 9.56% |
| 3 Year | 13.73% | 15.33% |
| 5 Year | 18.78% | - |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Small Cap Fund-Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.56% | 19.9% |
| 3 Year | 16.96% | 21.57% |
| 5 Year | 19.69% | - |
Risk Management
| Scheme Name | Franklin India Small Cap Fund-Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.27% | 17.07% |
| Sharp | 0.93% | 0.71% |
| Beta | 0.81% | 0.83% |
| Alpha | 1.32% | -1.64% |
Fund Managers
| Scheme Name | Franklin India Small Cap Fund-Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | R Janakiraman | Deepesh Agarwal |
| Total AUM | ₹50034 Cr | ₹35015 Cr |
| Funds Managed | 8 | 9 |
| Franklin India Small Cap Fund-Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Franklin India Small Cap Fund-Growth |
UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 7.32 | 9.99 |
| Small Cap | 78.9 | 78.13 |
| Large Cap | 5.52 | - |
| Mid Cap | 8.26 | 11.88 |
Sector Allocation
| Scheme Name |
Franklin India Small Cap Fund-Growth |
UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.27 | 5.13 |
| Industrials | 16.67 | 24.41 |
| Consumer Cyclical | 19.1 | 9.53 |
| Financial Services | 16.38 | 14.88 |
| Technology | 7.13 | 13.2 |
| Basic Materials | 10.39 | 11.24 |
| Healthcare | 11.71 | 11.63 |
| Energy | 0.99 | - |
| Utilities | 3.14 | - |
| Consumer Defensive | 3.84 | 4.06 |
| Real Estate | 4.37 | 1.4 |
| Communication Services | - | 4.53 |
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