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PGIM India 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 PGIM India Small Cap Fund - Regular Plan - Growth Option

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tortoise-icon PGIM India Small Cap Fund - Regular Plan - Growth Option

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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 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%

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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

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