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 ₹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 1.73 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 -6.72% -8.46%
6 Month 3.96% 5.63%
1 Year 26.12% 23.05%
3 Year 22.37% 14.94%
5 Year 28.32% 22.86%

SIP Return Analysis

Scheme Name Franklin India Smaller Companies Fund-Growth Aditya Birla Sun Life Small Cap Fund - GROWTH
6 Month - -
1 Year 19.88% 23.62%
3 Year 32.29% 26.53%
5 Year 33.34% 26.71%

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 1.23% 0.8%
Beta 0.75% 0.84%
Alpha 5.52% -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 0.17 2.33
Small Cap 79.12 81.79
Large Cap 4.47 0.51
Mid Cap 13.88 15.02

Sector Allocation

Scheme Name

Franklin India Smaller Companies Fund-Growth

Aditya Birla Sun Life Small Cap Fund - GROWTH

Others 0.17 2.33
Realty 5.51 6.21
Industrial Manufacturing 5.08 5.82
Consumer Durables 8.84 5.87
Banks 10.01 1.69
Entertainment 0.34 0.84
IT - Software 4.8 3.75
Aerospace & Defense 1.23 -
Transport Services 0.87 0.16
Electrical Equipment 0.91 7.93
Pharmaceuticals & Biotechnology 4.94 4.29
Chemicals & Petrochemicals 6.2 4.66
Commercial Services & Supplies 2.11 2.86
Healthcare Services 3.63 2.45
Industrial Products 8.6 10.72
IT - Services 1.18 1.49
Finance 2.65 4.38
Textiles & Apparels 1.77 3.02
Oil 0.93 -
Power 1.8 -
Gas 1.03 -
Retailing 1.1 2
Auto Components 6.08 8.39
Construction 2.98 3.77
Cement & Cement Products 1.6 2.32
Financial Technology (Fintech) 0.78 0.66
Agricultural Food & other Products 1.39 1.65
Capital Markets 3.61 1.09
Food Products 0.67 1.62
Personal Products 1.46 0.9
Other Utilities 1.18 -
Household Products 1.36 -
Leisure Services 2.83 1.28
Paper, Forest & Jute Products - 1.07
Non - Ferrous Metals - 1.15
Agricultural, Commercial & Construction Vehicles - 1.34
Insurance - 2.21
Minerals & Mining - 0.26
Automobiles - 0.26
Beverages - 1.21

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