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 | 8.83% | 8.56% |
6 Month | -14.54% | -16.61% |
1 Year | 1.44% | 2.87% |
3 Year | 19.75% | 13.15% |
5 Year | 33.37% | 27.61% |
SIP Return Analysis
Scheme Name | Franklin India Smaller Companies Fund-Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
---|---|---|
6 Month | -7.62% | -7.59% |
1 Year | -21.71% | -20.84% |
3 Year | 15.37% | 10.62% |
5 Year | 22.19% | 15.55% |
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 | 0.7% | 0.355% |
Beta | 0.81% | 0.854% |
Alpha | 3.52% | -4.461% |
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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 |
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 | 7.04 | 4.74 |
Small Cap | 75.47 | 81.52 |
Large Cap | 6.63 | 2.68 |
Mid Cap | 10.87 | 11.06 |
Sector Allocation
Scheme Name |
Franklin India Smaller Companies Fund-Growth |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
---|---|---|
Others | 8.19 | 4.29 |
Industrials | 19.62 | 25.32 |
Consumer Cyclical | 14.7 | 20.03 |
Financial Services | 19.73 | 13.07 |
Communication Services | 0.05 | 0 |
Technology | 4.9 | 3.8 |
Healthcare | 10.79 | 8.77 |
Basic Materials | 10.23 | 11.62 |
Energy | 0.9 | - |
Utilities | 2.57 | 0.95 |
Consumer Defensive | 3.61 | 6.83 |
Real Estate | 4.7 | 5.33 |
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