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) ₹13944 Cr ₹5181 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 Index
Turn Over 14.47% 34%
Expense Ratio 1.74 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 -9.64% -11.47%
6 Month -10.76% -11.35%
1 Year 9.29% 4.99%
3 Year 20.85% 12.38%
5 Year 26.05% 19.76%

SIP Return Analysis

Scheme Name Franklin India Smaller Companies Fund-Growth Aditya Birla Sun Life Small Cap Fund - GROWTH
6 Month - -
1 Year 11.27% 11.24%
3 Year 30.75% 24.37%
5 Year 32.51% 25.27%

Rolling Lumpsum Returns

Scheme Name Franklin India Smaller Companies Fund-Growth Aditya Birla Sun Life Small Cap Fund - GROWTH
1 Year 16.01% 12.55%
3 Year 15.25% 16.79%
5 Year 15.78% 14.51%

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 1.12% 0.8%
Beta 0.76% 0.84%
Alpha 5.43% -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 5.42 1.81
Small Cap 78.12 82.39
Large Cap 4.74 0.46
Mid Cap 11.71 14.93

Sector Allocation

Scheme Name

Franklin India Smaller Companies Fund-Growth

Aditya Birla Sun Life Small Cap Fund - GROWTH

Others 5.42 1.81
Realty 4.72 5.68
Industrial Manufacturing 5.21 6.05
Consumer Durables 7.11 5.69
Banks 10.26 1.78
Entertainment 0.3 0.83
IT - Software 4.45 3.78
Transport Services 0.87 0.16
Electrical Equipment 0.9 8.22
Pharmaceuticals & Biotechnology 5.15 4.36
Chemicals & Petrochemicals 6.34 4.82
Commercial Services & Supplies 1.94 2.67
Aerospace & Defense 1.12 -
Healthcare Services 3.92 2.56
Industrial Products 7.9 11.31
IT - Services 1.2 1.55
Finance 2.8 4.14
Textiles & Apparels 1.78 3.08
Oil 0.86 -
Power 2.14 -
Gas 0.56 -
Retailing 1.23 1.79
Auto Components 6.05 8.26
Construction 2.58 3.45
Cement & Cement Products 1.72 2.47
Financial Technology (Fintech) 0.85 0.73
Agricultural Food & other Products 1.39 1.67
Capital Markets 4.09 1.3
Food Products 0.52 1.58
Personal Products 1.39 0.86
Other Utilities 1.35 -
Household Products 1.08 -
Leisure Services 2.79 1.29
Paper, Forest & Jute Products - 1.08
Non - Ferrous Metals - 1.31
Agricultural, Commercial & Construction Vehicles - 1.55
Insurance - 2
Minerals & Mining - 0.03
Automobiles - 0.25
Beverages - 1.48

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