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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) | ₹13825 Cr | ₹4780 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 | -6% | -3.79% |
| 6 Month | 10.39% | 12.83% |
| 1 Year | -6.92% | 2.24% |
| 3 Year | 22.71% | 18.61% |
| 5 Year | 30.61% | - |
SIP Return Analysis
| Scheme Name | Franklin India Small Cap Fund-Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.35% | 4.53% |
| 1 Year | -3.5% | 3.54% |
| 3 Year | 15.4% | 16.84% |
| 5 Year | 20.67% | - |
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% | 16.76% |
| Sharp | 1.14% | 0.81% |
| Beta | 0.79% | 0.83% |
| Alpha | 3.13% | -2.15% |
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 | 6.42 | 9.26 |
| Small Cap | 80.36 | 78.93 |
| Large Cap | 4.5 | - |
| Mid Cap | 8.72 | 11.81 |
Sector Allocation
| Scheme Name |
Franklin India Small Cap Fund-Growth |
UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.85 | 5.32 |
| Industrials | 16.95 | 23.12 |
| Consumer Cyclical | 18.85 | 10.12 |
| Financial Services | 17.1 | 15.22 |
| Technology | 6.66 | 11.24 |
| Basic Materials | 10.14 | 12.4 |
| Healthcare | 12.14 | 12.16 |
| Energy | 0.96 | - |
| Utilities | 2.94 | - |
| Consumer Defensive | 3.86 | 4.28 |
| Real Estate | 4.57 | 1.26 |
| Communication Services | - | 4.88 |
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