UTI Small Cap Fund vs Franklin India Smaller Companies Fund compare
Franklin India Smaller Companies Fund-Growth
UTI Small Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Franklin India Smaller Companies Fund-Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Franklin India Smaller Companies Fund-Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹12862 Cr | ₹4351 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 Smaller Companies Fund-Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 5.95% | 4.62% |
6 Month | -1.08% | -2.03% |
1 Year | 2.95% | 12.52% |
3 Year | 27.01% | 20.5% |
5 Year | 37.56% | - |
SIP Return Analysis
Scheme Name | Franklin India Smaller Companies Fund-Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 6.26% | 3.3% |
1 Year | -1.07% | -0.91% |
3 Year | 21.93% | 18.25% |
5 Year | 25.46% | - |
Rolling Lumpsum Returns
Scheme Name | Franklin India Smaller Companies Fund-Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 15.96% | 25.55% |
3 Year | 15.69% | 22.88% |
5 Year | 17.2% | - |
Risk Management
Scheme Name | Franklin India Smaller Companies Fund-Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.27% | 15.798% |
Sharp | 0.82% | 0.643% |
Beta | 0.82% | 0.797% |
Alpha | 3.82% | -1.253% |
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Fund Managers
Scheme Name | Franklin India Smaller Companies 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 Smaller Companies Fund-Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Franklin India Smaller Companies Fund-Growth |
UTI Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 7.22 | 4.22 |
Small Cap | 75.89 | 80.51 |
Large Cap | 6.8 | - |
Mid Cap | 10.08 | 15.27 |
Sector Allocation
Scheme Name |
Franklin India Smaller Companies Fund-Growth |
UTI Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 7.22 | 4.06 |
Industrial Manufacturing | 4.55 | - |
Consumer Durables | 5.41 | - |
Banks | 12.08 | - |
Entertainment | 0.18 | - |
IT - Software | 4.51 | - |
Transport Services | 0.69 | - |
Electrical Equipment | 0.48 | - |
Pharmaceuticals & Biotechnology | 5.44 | - |
Retailing | 3.97 | - |
Chemicals & Petrochemicals | 6.92 | - |
Commercial Services & Supplies | 1.23 | - |
Aerospace & Defense | 0.88 | - |
Healthcare Services | 4.27 | - |
Cement & Cement Products | 3.04 | - |
Industrial Products | 5.95 | - |
IT - Services | 0.96 | - |
Finance | 3.2 | - |
Textiles & Apparels | 1.91 | - |
Oil | 0.93 | - |
Power | 2.23 | - |
Gas | 0.49 | - |
Auto Components | 5.41 | - |
Construction | 2.16 | - |
Financial Technology (Fintech) | 0.93 | - |
Agricultural Food & other Products | 1.42 | - |
Capital Markets | 2.75 | - |
Personal Products | 1.33 | - |
Other Utilities | 0.92 | - |
Household Products | 0.75 | - |
Realty | 4.55 | - |
Leisure Services | 3.23 | - |
Consumer Defensive | - | 5.74 |
Basic Materials | - | 13.07 |
Communication Services | - | 4.69 |
Industrials | - | 23.36 |
Consumer Cyclical | - | 10.66 |
Financial Services | - | 11.96 |
Healthcare | - | 13.9 |
Technology | - | 11.08 |
Real Estate | - | 1.48 |
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