Aditya Birla Sun Life Small Cap Fund vs Franklin India Smaller Companies Fund compare

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tortoise-icon Franklin India Smaller Companies Fund-Growth

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tortoise-icon Aditya Birla Sun Life Small Cap Fund - GROWTH

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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 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) ₹14023 Cr ₹5178 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹1000
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 Index
Turn Over 14.47% 34%
Expense Ratio 1.73 1.88
Manager R Janakiraman Dhaval Joshi
ISIN Code INF090I01569 INF209K01EN2
Exits Load Exit load of 1% if redeemed within 1 year./365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name Franklin India Smaller Companies Fund-Growth Aditya Birla Sun Life Small Cap Fund - GROWTH
1 Month 5.22% -0.15%
6 Month 25.1% 21.2%
1 Year 46.37% 38.19%
3 Year 28.84% 20.29%
5 Year 31.59% 25.39%

SIP Return Analysis

Scheme Name Franklin India Smaller Companies Fund-Growth Aditya Birla Sun Life Small Cap Fund - GROWTH
6 Month - -
1 Year 23.83% 17.01%
3 Year 66.39% 43.27%
5 Year 138.64% 92.59%

Rolling Lumpsum Returns

Scheme Name Franklin India Smaller Companies Fund-Growth Aditya Birla Sun Life Small Cap Fund - GROWTH
1 Year 35.16% 29.1%
3 Year 97.88% 68.7%
5 Year 150.66% 103.25%

Risk Management

Scheme Name Franklin India Smaller Companies Fund-Growth Aditya Birla Sun Life Small Cap Fund - GROWTH
Standard Deviation 14.27% 15.15%
Sharp 1.5% 0.8%
Beta 0.74% 0.84%
Alpha 7.85% -2.07%

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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
Fund Manage 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 4.94 2.6
Small Cap 78.46 85.69
Mid Cap 11.67 11.37
Large Cap 4.93 0.3

Sector Allocation

Scheme Name

Franklin India Smaller Companies Fund-Growth

Aditya Birla Sun Life Small Cap Fund - GROWTH

Others 4.61 1.41
Construction 9.35 7.65
Financial 16.09 8.84
Consumer Discretionary 7.54 7.73
Chemicals 4.42 3.87
Metals & Mining 3.03 5.5
Capital Goods 16.95 16.43
Healthcare 6.5 5.86
Services 8.59 11.31
Technology 6.04 6.21
Automobile 3.75 5.76
Consumer Staples 4.97 6.14
Materials 3.93 6.62
Textiles 1.51 3.23
Energy 2.72 1.88
Insurance - 1.52

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