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 | -6.6% | -4.82% | -4.82% |
6 Month | -21.6% | -18.3% | -18.3% |
1 Year | -0.77% | 2.91% | 2.91% |
3 Year | 19.68% | 8.06% | 8.06% |
5 Year | 26.17% | - | - |
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 | -15.42% | -13.58% | -13.58% |
1 Year | -29.04% | -22.24% | -22.24% |
3 Year | 13.68% | 6.26% | 6.26% |
5 Year | 22.14% | - | - |
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 | 16.17% | 14.05% | 14.05% |
3 Year | 15.49% | 13.85% | 13.85% |
5 Year | 16.57% | - | - |
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 | 17.411% | 16.654% | 16.654% |
Sharp | 0.713% | 0.213% | 0.213% |
Beta | 0.833% | 0.772% | 0.772% |
Alpha | 1.96% | -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 |
Fund Manage | 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 | 5.85823 | 3.55296 | 3.55296 |
Small Cap | 77.6264 | 78.24929 | 78.24929 |
Large Cap | 5.36667 | - | - |
Mid Cap | 11.14869 | 18.19773 | 18.19773 |
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 | 7.09186 | 4.3893 | 4.3893 |
Industrials | 22.06209 | 21.17915 | 21.17915 |
Consumer Cyclical | 13.98539 | 12.69821 | 12.69821 |
Financial Services | 19.04415 | 11.37849 | 11.37849 |
Communication Services | 0.05275 | 2.91119 | 2.91119 |
Technology | 5.35366 | 4.96103 | 4.96103 |
Healthcare | 10.39491 | 15.98128 | 15.98128 |
Basic Materials | 10.48854 | 16.05127 | 16.05127 |
Energy | 0.9188 | - | - |
Utilities | 2.37275 | 0.68981 | 0.68981 |
Consumer Defensive | 3.48476 | 7.823 | 7.823 |
Real Estate | 4.75033 | 1.93725 | 1.93725 |
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