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SBI Small Cap Fund vs Franklin India Smaller Companies Fund compare
Franklin India Smaller Companies Fund-Growth
SBI Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Smaller Companies Fund-Growth | SBI Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Franklin India Smaller Companies Fund-Growth | SBI Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹12862 Cr | ₹31227 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 13 Jan 2006 | 09 Sep 2009 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | BSE 250 SmallCap TRI |
| Turn Over | 14.47% | 9% |
| Expense Ratio | 1.76 | 1.59 |
| Manager | R Janakiraman | Pradeep Kesavan |
| ISIN Code | INF090I01569 | INF200K01T28 |
| 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 | SBI 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 | SBI Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 8.83% | 7.33% |
| 6 Month | -14.54% | -14.06% |
| 1 Year | 1.44% | 4.12% |
| 3 Year | 19.75% | 14.79% |
| 5 Year | 33.37% | 29.44% |
SIP Return Analysis
| Scheme Name | Franklin India Smaller Companies Fund-Growth | SBI Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -4.13% | -2.75% |
| 1 Year | -16.08% | -12.28% |
| 3 Year | 17.95% | 13.06% |
| 5 Year | 23.88% | 18.92% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Smaller Companies Fund-Growth | SBI Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 15.96% | 18.16% |
| 3 Year | 15.69% | 24.15% |
| 5 Year | 17.2% | 22.56% |
Risk Management
| Scheme Name | Franklin India Smaller Companies Fund-Growth | SBI Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 14.27% | 11.59% |
| Sharp | 0.7% | 0.54% |
| Beta | 0.81% | 0.7% |
| Alpha | 3.52% | 0.56% |
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Fund Managers
| Scheme Name | Franklin India Smaller Companies Fund-Growth | SBI Small Cap Fund Regular Growth |
|---|---|---|
| Name | R Janakiraman | Pradeep Kesavan |
| Total AUM | ₹50034 Cr | ₹434274 Cr |
| Funds Managed | 8 | 43 |
| Franklin India Smaller Companies Fund-Growth | SBI Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Franklin India Smaller Companies Fund-Growth |
SBI Small Cap Fund Regular Growth |
|---|---|---|
| Others | 7.04 | 17.19 |
| Small Cap | 75.47 | 79.63 |
| Large Cap | 6.63 | - |
| Mid Cap | 10.87 | 3.18 |
Sector Allocation
| Scheme Name |
Franklin India Smaller Companies Fund-Growth |
SBI Small Cap Fund Regular Growth |
|---|---|---|
| Others | 8.19 | 17.19 |
| Industrials | 19.62 | 25.63 |
| Consumer Cyclical | 14.7 | 18.64 |
| Financial Services | 19.73 | 16.23 |
| Communication Services | 0.05 | 1.44 |
| Technology | 4.9 | 1.32 |
| Healthcare | 10.79 | 2.26 |
| Basic Materials | 10.23 | 10.95 |
| Energy | 0.9 | - |
| Utilities | 2.57 | - |
| Consumer Defensive | 3.61 | 4.86 |
| Real Estate | 4.7 | 1.48 |
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