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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) | ₹13302 Cr | ₹4681 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 | 3.9% | 3.6% |
| 6 Month | 19.36% | 20.78% |
| 1 Year | -8.16% | -1.8% |
| 3 Year | 22.13% | 18.53% |
| 5 Year | 28.41% | - |
SIP Return Analysis
| Scheme Name | Franklin India Small Cap Fund-Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 2.16% | 4.57% |
| 1 Year | 5.11% | 10.51% |
| 3 Year | 16.53% | 17.85% |
| 5 Year | 20.92% | - |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Small Cap Fund-Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.03% | 20.97% |
| 3 Year | 16.39% | 22.04% |
| 5 Year | 19.17% | - |
Risk Management
| Scheme Name | Franklin India Small Cap Fund-Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.27% | 16.92% |
| Sharp | 0.96% | 0.68% |
| Beta | 0.8% | 0.84% |
| Alpha | 2.79% | -1.55% |
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 | 7.2 | 9.9 |
| Small Cap | 79.95 | 77.85 |
| Large Cap | 4.47 | - |
| Mid Cap | 8.38 | 12.25 |
Sector Allocation
| Scheme Name |
Franklin India Small Cap Fund-Growth |
UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.09 | 5.65 |
| Industrials | 16.86 | 23.05 |
| Consumer Cyclical | 19.51 | 10.15 |
| Financial Services | 16.14 | 15.01 |
| Technology | 7.24 | 11.65 |
| Basic Materials | 9.89 | 12.3 |
| Healthcare | 12 | 11.85 |
| Energy | 0.97 | - |
| Utilities | 2.97 | - |
| Consumer Defensive | 4.02 | 4.13 |
| Real Estate | 4.31 | 1.31 |
| Communication Services | - | 4.9 |
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