- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Aditya Birla Sun Life Small Cap Fund vs Franklin India Smaller Companies Fund compare
Franklin India Smaller Companies Fund-Growth
Aditya Birla Sun Life Small Cap Fund - GROWTH
Chart Comparison
Overview
| Scheme Name | Franklin India Smaller Companies Fund-Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| Fund | Franklin India Smaller Companies Fund-Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹12862 Cr | ₹4585 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 13 Jan 2006 | 31 May 2007 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | BSE 250 SmallCap TRI |
| Turn Over | 14.47% | 34% |
| Expense Ratio | 1.76 | 1.89 |
| Manager | R Janakiraman | Dhaval Joshi |
| ISIN Code | INF090I01569 | INF209K01EN2 |
| 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 | Aditya Birla Sun Life Small cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Smaller Companies Fund-Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| 1 Month | -6.89% | -5.02% |
| 6 Month | -22.39% | -21.67% |
| 1 Year | 0.25% | -0.01% |
| 3 Year | 19.53% | 12.77% |
| 5 Year | 27.97% | 22.48% |
SIP Return Analysis
| Scheme Name | Franklin India Smaller Companies Fund-Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| 6 Month | -15.42% | -15.72% |
| 1 Year | -29.04% | -28.06% |
| 3 Year | 13.68% | 8.56% |
| 5 Year | 22.14% | 15.32% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Smaller Companies Fund-Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| 1 Year | 15.96% | 12.75% |
| 3 Year | 15.69% | 16.73% |
| 5 Year | 17.2% | 14.7% |
Risk Management
| Scheme Name | Franklin India Smaller Companies Fund-Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| Standard Deviation | 14.27% | 17.578% |
| Sharp | 0.71% | 0.355% |
| Beta | 0.82% | 0.854% |
| Alpha | 3.52% | -4.461% |
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 | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| Name | R Janakiraman | Dhaval Joshi |
| Total AUM | ₹50034 Cr | ₹361932 Cr |
| Funds Managed | 8 | 55 |
| Franklin India Smaller Companies Fund-Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
Market Cap
| Scheme Name |
Franklin India Smaller Companies Fund-Growth |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| Others | 5.86 | 4.74 |
| Small Cap | 77.63 | 81.52 |
| Large Cap | 5.37 | 2.68 |
| Mid Cap | 11.15 | 11.06 |
Sector Allocation
| Scheme Name |
Franklin India Smaller Companies Fund-Growth |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| Others | 7.09 | 4.29 |
| Industrials | 22.06 | 25.32 |
| Consumer Cyclical | 13.99 | 20.03 |
| Financial Services | 19.04 | 13.07 |
| Communication Services | 0.05 | 0 |
| Technology | 5.35 | 3.8 |
| Healthcare | 10.39 | 8.77 |
| Basic Materials | 10.49 | 11.62 |
| Energy | 0.92 | - |
| Utilities | 2.37 | 0.95 |
| Consumer Defensive | 3.48 | 6.83 |
| Real Estate | 4.75 | 5.33 |
Top Comparisons
SBI Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns17.42%
Mirae Asset Banking and Financial Services Fund Regular Growth
3Y Returns15%
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns13.97%
HSBC NIFTY 50 INDEX FUND - Regular Growth
3Y Returns11.27%
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
3Y Returns14.12%
Nippon India Equity Hybrid Fund - Growth Plan
3Y Returns13.52%
Kotak Silver ETF Fund of Fund - Regular Plan - Growth Option
3Y Returns0%
HDFC Silver ETF Fund of Fund - Growth Option
3Y Returns0%
