Franklin India Smaller Companies Fund vs Tata Small Cap Fund compare
Franklin India Smaller Companies Fund-Growth
Tata Small Cap Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Franklin India Smaller Companies Fund-Growth | Tata Small Cap Fund-Regular Plan-Growth |
---|---|---|
Fund | Franklin India Smaller Companies Fund-Growth | Tata Small Cap Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹12862 Cr | ₹8883 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 13 Jan 2006 | 12 Nov 2018 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
Turn Over | 14.47% | 4.59% |
Expense Ratio | 1.76 | 1.7 |
Manager | R Janakiraman | Chandraprakash Padiyar |
ISIN Code | INF090I01569 | INF277K015O2 |
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 | Tata Small Cap Fund - Regular Plan - 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 | Tata Small Cap Fund-Regular Plan-Growth |
---|---|---|
1 Month | -10.18% | -9.95% |
6 Month | -19.03% | -14.83% |
1 Year | -0.94% | 6.46% |
3 Year | 19.65% | 20.36% |
5 Year | 23.91% | 26.26% |
SIP Return Analysis
Scheme Name | Franklin India Smaller Companies Fund-Growth | Tata Small Cap Fund-Regular Plan-Growth |
---|---|---|
6 Month | - | - |
1 Year | -19.7% | -16.37% |
3 Year | 17.01% | 15.79% |
5 Year | 24.16% | 23.91% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Smaller Companies Fund-Growth | Tata Small Cap Fund-Regular Plan-Growth |
---|---|---|
1 Year | 16.17% | 28.19% |
3 Year | 15.49% | 29.82% |
5 Year | 16.57% | 28.63% |
Risk Management
Scheme Name | Franklin India Smaller Companies Fund-Growth | Tata Small Cap Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 14.27% | 15.464% |
Sharp | 0.89% | 0.858% |
Beta | 0.77% | 0.755% |
Alpha | 5.36% | 2.46% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Franklin India Smaller Companies Fund-Growth | Tata Small Cap Fund-Regular Plan-Growth |
---|---|---|
Name | R Janakiraman | Chandraprakash Padiyar |
Total AUM | ₹50034 Cr | ₹15627 Cr |
Fund Manage | 8 | 3 |
Franklin India Smaller Companies Fund-Growth | Tata Small Cap Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
Franklin India Smaller Companies Fund-Growth |
Tata Small Cap Fund-Regular Plan-Growth |
---|---|---|
Others | 5.42 | 7.66 |
Small Cap | 78.12 | 84.36 |
Large Cap | 4.74 | - |
Mid Cap | 11.71 | 7.98 |
Sector Allocation
Scheme Name |
Franklin India Smaller Companies Fund-Growth |
Tata Small Cap Fund-Regular Plan-Growth |
---|---|---|
Others | 5.42 | 7.66 |
Realty | 4.72 | 4.93 |
Industrial Manufacturing | 5.21 | 2.04 |
Consumer Durables | 7.11 | 4.02 |
Banks | 10.26 | 4.78 |
Entertainment | 0.3 | - |
IT - Software | 4.45 | 2.22 |
Transport Services | 0.87 | 2.04 |
Electrical Equipment | 0.9 | - |
Pharmaceuticals & Biotechnology | 5.15 | 5.08 |
Chemicals & Petrochemicals | 6.34 | 9.99 |
Commercial Services & Supplies | 1.94 | 5.86 |
Aerospace & Defense | 1.12 | - |
Healthcare Services | 3.92 | 4.07 |
Industrial Products | 7.9 | 16.54 |
IT - Services | 1.2 | - |
Finance | 2.8 | - |
Textiles & Apparels | 1.78 | 2.34 |
Oil | 0.86 | - |
Power | 2.14 | 0.1 |
Gas | 0.56 | - |
Retailing | 1.23 | 1.02 |
Auto Components | 6.05 | 4.17 |
Construction | 2.58 | - |
Cement & Cement Products | 1.72 | - |
Financial Technology (Fintech) | 0.85 | - |
Agricultural Food & other Products | 1.39 | 1.76 |
Capital Markets | 4.09 | 4.13 |
Food Products | 0.52 | - |
Personal Products | 1.39 | - |
Other Utilities | 1.35 | - |
Household Products | 1.08 | 0.75 |
Leisure Services | 2.79 | 3.28 |
IT - Hardware | - | 1.77 |
Diversified | - | 3.31 |
Transport Infrastructure | - | 2.26 |
Fertilizers & Agrochemicals | - | 1 |
Other Construction Materials | - | 0.59 |
Ferrous Metals | - | 1.36 |
Beverages | - | 2.93 |
Top Comparisons
Canara Robeco Overnight Fund - Regular Plan - Growth Option
3Y Returns6.11%
LIC MF Overnight Fund Regular - Growth
3Y Returns6.05%
Franklin India Smaller Companies Fund-Growth
3Y Returns19.65%
Sundaram Small Cap Fund Regular Plan - Growth
3Y Returns16.4%
SBI Large & MIDCap Fund- Regular Plan -Growth
3Y Returns15.84%
HSBC Large & Mid Cap Fund - Regular Growth
3Y Returns14.4%
ITI Dynamic Bond Fund Regular - Growth
3Y Returns6.26%
SBI Dynamic Bond Fund - Regular Plan - Growth
3Y Returns6.82%