PGIM India Small Cap Fund vs Franklin India Smaller Companies Fund compare
Franklin India Smaller Companies Fund-Growth
PGIM India Small Cap Fund - Regular Plan - Growth Option
PGIM India Small Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Franklin India Smaller Companies Fund-Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
Fund | Franklin India Smaller Companies Fund-Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Very High |
Asset Size (Cr) | ₹12862 Cr | ₹1413 Cr | ₹1413 Cr |
Min Investment | ₹5000 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
Launch Date | 13 Jan 2006 | 29 Jul 2021 | 29 Jul 2021 |
Category | Small Cap | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
Turn Over | 14.47% | 119% | 119% |
Expense Ratio | 1.76 | 2.07 | 2.07 |
Manager | R Janakiraman | Puneet Pal | Puneet Pal |
ISIN Code | INF090I01569 | INF663L01W30 | INF663L01W30 |
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 | PGIM India Small Cap Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 | PGIM India Small Cap Fund - Regular Plan - Growth charges 0.5% 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 | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
1 Month | 8.83% | 8.34% | 8.34% |
6 Month | -14.54% | -13.08% | -13.08% |
1 Year | 1.44% | 5.9% | 5.9% |
3 Year | 19.75% | 8.85% | 8.85% |
5 Year | 33.37% | - | - |
SIP Return Analysis
Scheme Name | Franklin India Smaller Companies Fund-Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
6 Month | -7.62% | -6.02% | -6.02% |
1 Year | -21.71% | -15.28% | -15.28% |
3 Year | 15.37% | 8.48% | 8.48% |
5 Year | 22.19% | - | - |
Rolling Lumpsum Returns
Scheme Name | Franklin India Smaller Companies Fund-Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
1 Year | 15.96% | 14.05% | 14.05% |
3 Year | 15.69% | 13.85% | 13.85% |
5 Year | 17.2% | - | - |
Risk Management
Scheme Name | Franklin India Smaller Companies Fund-Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
Standard Deviation | 14.27% | 16.654% | 16.654% |
Sharp | 0.7% | 0.213% | 0.213% |
Beta | 0.81% | 0.772% | 0.772% |
Alpha | 3.52% | -6.132% | -6.132% |
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 | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
Name | R Janakiraman | Puneet Pal | Puneet Pal |
Total AUM | ₹50034 Cr | ₹20950 Cr | ₹20950 Cr |
Funds Managed | 8 | 19 | 19 |
Franklin India Smaller Companies Fund-Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Franklin India Smaller Companies Fund-Growth |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
Others | 7.04 | 3.55 | 3.55 |
Small Cap | 75.47 | 78.25 | 78.25 |
Large Cap | 6.63 | - | - |
Mid Cap | 10.87 | 18.2 | 18.2 |
Sector Allocation
Scheme Name |
Franklin India Smaller Companies Fund-Growth |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
---|---|---|---|
Others | 8.19 | 4.39 | 4.39 |
Industrials | 19.62 | 21.18 | 21.18 |
Consumer Cyclical | 14.7 | 12.7 | 12.7 |
Financial Services | 19.73 | 11.38 | 11.38 |
Communication Services | 0.05 | 2.91 | 2.91 |
Technology | 4.9 | 4.96 | 4.96 |
Healthcare | 10.79 | 15.98 | 15.98 |
Basic Materials | 10.23 | 16.05 | 16.05 |
Energy | 0.9 | - | - |
Utilities | 2.57 | 0.69 | 0.69 |
Consumer Defensive | 3.61 | 7.82 | 7.82 |
Real Estate | 4.7 | 1.94 | 1.94 |
Top Comparisons
Nippon India Floating Rate Fund - Growth Plan-Growth Option
3Y Returns7.21%
Tata Floating Rate Fund-Regular Plan-Growth
3Y Returns7.15%
Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option
3Y Returns10.61%
DSP World Mining Fund - Regular Plan - Growth
3Y Returns-4.07%
SBI Multi Asset Allocation Fund - Regular Plan - Growth
3Y Returns13.58%
Edelweiss Multi Asset Allocation Fund - Reg (G)
3Y Returns0%
SBI Long Term Equity Fund - Regular Plan- Growth
3Y Returns22.35%
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option
3Y Returns10.88%