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Franklin India Smaller Companies Fund vs Sundaram Small Cap Fund Regular Plan compare
Franklin India Smaller Companies Fund-Growth
Sundaram Small Cap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Smaller Companies Fund-Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Fund | Franklin India Smaller Companies Fund-Growth | Sundaram Small Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹12862 Cr | ₹3168 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 13 Jan 2006 | 15 Feb 2005 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 14.47% | 22% |
| Expense Ratio | 1.76 | 1.97 |
| Manager | R Janakiraman | Rohit Seksaria |
| ISIN Code | INF090I01569 | INF903J01470 |
| 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 | Sundaram Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Smaller Companies Fund-Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 5.89% | 7.01% |
| 6 Month | -18.49% | -17.17% |
| 1 Year | 2.92% | 3.02% |
| 3 Year | 20.3% | 16.37% |
| 5 Year | 35.09% | 33.33% |
SIP Return Analysis
| Scheme Name | Franklin India Smaller Companies Fund-Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -8.58% | -7.7% |
| 1 Year | -20.6% | -16.22% |
| 3 Year | 17.23% | 14.66% |
| 5 Year | 23.95% | 21.04% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Smaller Companies Fund-Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.96% | 16.78% |
| 3 Year | 15.69% | 18.05% |
| 5 Year | 17.2% | 15.38% |
Risk Management
| Scheme Name | Franklin India Smaller Companies Fund-Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.27% | 14.09% |
| Sharp | 0.71% | 0.55% |
| Beta | 0.82% | 0.77% |
| Alpha | 3.52% | 0.62% |
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Fund Managers
| Scheme Name | Franklin India Smaller Companies Fund-Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Name | R Janakiraman | Rohit Seksaria |
| Total AUM | ₹50034 Cr | ₹0 Cr |
| Funds Managed | 8 | 15 |
| Franklin India Smaller Companies Fund-Growth | Sundaram Small Cap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Franklin India Smaller Companies Fund-Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 5.86 | 7.11 |
| Small Cap | 77.63 | 83.36 |
| Large Cap | 5.37 | 5.23 |
| Mid Cap | 11.15 | 4.29 |
Sector Allocation
| Scheme Name |
Franklin India Smaller Companies Fund-Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 7.09 | 7.57 |
| Industrials | 22.06 | 20.93 |
| Consumer Cyclical | 13.99 | 17.05 |
| Financial Services | 19.04 | 17.7 |
| Communication Services | 0.05 | 3.4 |
| Technology | 5.35 | 4.98 |
| Healthcare | 10.39 | 8.7 |
| Basic Materials | 10.49 | 10.1 |
| Energy | 0.92 | 0 |
| Utilities | 2.37 | 1.46 |
| Consumer Defensive | 3.48 | 4.76 |
| Real Estate | 4.75 | 3.37 |
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