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 | 4.23% | 1.66% |
6 Month | -10.97% | -9.2% |
1 Year | -1.89% | 6.97% |
3 Year | 20.7% | 15.2% |
5 Year | 33.47% | - |
SIP Return Analysis
Scheme Name | Franklin India Smaller Companies Fund-Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -1.68% | -2.86% |
1 Year | -13.6% | -8.65% |
3 Year | 18.57% | 15.9% |
5 Year | 23.94% | - |
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 | 0.7% | 0.643% |
Beta | 0.81% | 0.797% |
Alpha | 3.52% | -1.253% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 7.04 | 4.22 |
Small Cap | 75.47 | 80.51 |
Large Cap | 6.63 | - |
Mid Cap | 10.87 | 15.27 |
Sector Allocation
Scheme Name |
Franklin India Smaller Companies Fund-Growth |
UTI Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 8.19 | 4.06 |
Industrials | 19.62 | 23.36 |
Consumer Cyclical | 14.7 | 10.66 |
Financial Services | 19.73 | 11.96 |
Communication Services | 0.05 | 4.69 |
Technology | 4.9 | 11.08 |
Healthcare | 10.79 | 13.9 |
Basic Materials | 10.23 | 13.07 |
Energy | 0.9 | - |
Utilities | 2.57 | - |
Consumer Defensive | 3.61 | 5.74 |
Real Estate | 4.7 | 1.48 |
Top Comparisons
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
3Y Returns17.71%
Quant Flexi Cap Fund-Growth
3Y Returns17.6%
PGIM India Hybrid Equity Fund - Growth Option
3Y Returns12.04%
UTI Aggressive Hybrid Fund- Regular Plan - Growth
3Y Returns16.99%
Invesco India Multicap Fund - Growth Option
3Y Returns18.04%
HSBC Multi Cap Fund - Regular - Growth
3Y Returns0%
ICICI Prudential Corporate Bond Fund - Growth
3Y Returns7.67%
Mirae Asset Corporate Bond Fund Regular Growth
3Y Returns6.79%