Franklin India Smaller Companies Fund vs Sundaram Small Cap Fund Regular Plan compare

Link copied to clipboard!

tortoise-icon Franklin India Smaller Companies Fund-Growth

Invest Now

tortoise-icon Sundaram Small Cap Fund Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹14023 Cr ₹3333 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 13 Jan 2006 10 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 1.73 1.93
Manager R Janakiraman Rohit Seksaria
ISIN Code INF090I01569 INF903J01470
Exits Load Exit load of 1% if redeemed within 1 year./365 For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name Franklin India Smaller Companies Fund-Growth Sundaram Small Cap Fund Regular Plan - Growth
1 Month -2.3% -4.19%
6 Month 4.62% 6.71%
1 Year 26.75% 22.57%
3 Year 23.58% 18.61%
5 Year 28.62% 27.12%

SIP Return Analysis

Scheme Name Franklin India Smaller Companies Fund-Growth Sundaram Small Cap Fund Regular Plan - Growth
6 Month - -
1 Year - -
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name Franklin India Smaller Companies Fund-Growth Sundaram Small Cap Fund Regular Plan - Growth
1 Year 16.01% 16.53%
3 Year 15.25% 17.99%
5 Year 15.78% 15.23%

Risk Management

Scheme Name Franklin India Smaller Companies Fund-Growth Sundaram Small Cap Fund Regular Plan - Growth
Standard Deviation 14.27% 14.09%
Sharp 1.23% 1%
Beta 0.75% 0.75%
Alpha 5.52% 1.64%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 0.17 6.79
Small Cap 79.12 76.79
Large Cap 4.47 7.72
Mid Cap 13.88 8.71

Sector Allocation

Scheme Name

Franklin India Smaller Companies Fund-Growth

Sundaram Small Cap Fund Regular Plan - Growth

Others 0.17 2.48
Realty 5.51 -
Industrial Manufacturing 5.08 -
Consumer Durables 8.84 -
Banks 10.01 -
Entertainment 0.34 -
IT - Software 4.8 -
Aerospace & Defense 1.23 -
Transport Services 0.87 -
Electrical Equipment 0.91 -
Pharmaceuticals & Biotechnology 4.94 -
Chemicals & Petrochemicals 6.2 -
Commercial Services & Supplies 2.11 -
Healthcare Services 3.63 -
Industrial Products 8.6 -
IT - Services 1.18 -
Finance 2.65 -
Textiles & Apparels 1.77 -
Oil 0.93 -
Power 1.8 -
Gas 1.03 -
Retailing 1.1 -
Auto Components 6.08 -
Construction 2.98 6.33
Cement & Cement Products 1.6 -
Financial Technology (Fintech) 0.78 -
Agricultural Food & other Products 1.39 -
Capital Markets 3.61 -
Food Products 0.67 -
Personal Products 1.46 -
Other Utilities 1.18 -
Household Products 1.36 -
Leisure Services 2.83 -
Automobile - 3.14
Financial - 24.44
Capital Goods - 10.59
Technology - 8.31
Healthcare - 8.1
Chemicals - 2.36
Materials - 4.69
Consumer Staples - 6.04
Metals & Mining - 2.72
Consumer Discretionary - 5.01
Services - 11.54
Energy - 1.2
Textiles - 1.12
Unclassified - 1.94

Top Comparisons

Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth

3Y Returns15.15%

VS

Canara Robeco Flexicap Fund - Regular Plan - Growth Option Canara Robeco Flexicap Fund - Regular Plan - Growth Option

3Y Returns12.39%

Compare Now

Canara Robeco Multi Cap Fund - Regular (G) Canara Robeco Multi Cap Fund - Regular (G)

3Y Returns0%

VS

Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option

3Y Returns17.7%

Compare Now

Nippon India Overnight Fund - Regular Plan - Growth Option Nippon India Overnight Fund - Regular Plan - Growth Option

3Y Returns5.84%

VS

Sundaram Overnight Fund Regular Plan - Growth Sundaram Overnight Fund Regular Plan - Growth

3Y Returns5.8%

Compare Now

NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN NIPPON INDIA ANNUAL INTERVAL FUND SERIES I GROWTH PLAN

3Y Returns6.05%

VS

Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Plan - Growth

3Y Returns19.79%

Compare Now
Request call back
Add to Cart Successfully