UTI Small Cap Fund vs Franklin India Smaller Companies Fund compare

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Franklin India Smaller Companies Fund-Growth

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UTI Small Cap Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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

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%	-

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%	-

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%	-

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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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

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

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