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Sundaram Small Cap Fund Regular Plan 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 Sundaram Small Cap Fund Regular Plan - Growth

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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 Sundaram Small Cap Fund Regular Plan - Growth
Fund Franklin India Smaller Companies Fund-Growth Sundaram Small Cap Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹12862 Cr ₹3168 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 13 Jan 2006 15 Feb 2005
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Smallcap 250 TRI NIFTY Smallcap 250 TRI
Turn Over 14.47% 22%
Expense Ratio 1.76 1.97
Manager R Janakiraman Rohit Seksaria
ISIN Code INF090I01569 INF903J01470
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 Sundaram Small Cap Fund - 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 Sundaram Small Cap Fund Regular Plan - Growth
1 Month 8.83% 9.71%
6 Month -14.54% -13.59%
1 Year 1.44% 3.04%
3 Year 19.75% 16.12%
5 Year 33.37% 31.72%

SIP Return Analysis

Scheme Name Franklin India Smaller Companies Fund-Growth Sundaram Small Cap Fund Regular Plan - Growth
6 Month -4.13% -2.7%
1 Year -16.08% -10.61%
3 Year 17.95% 16.11%
5 Year 23.88% 21.26%

Rolling Lumpsum Returns

Scheme Name Franklin India Smaller Companies Fund-Growth Sundaram Small Cap Fund Regular Plan - Growth
1 Year 15.96% 16.78%
3 Year 15.69% 18.05%
5 Year 17.2% 15.38%

Risk Management

Scheme Name Franklin India Smaller Companies Fund-Growth Sundaram Small Cap Fund Regular Plan - Growth
Standard Deviation 14.27% 14.09%
Sharp 0.7% 0.52%
Beta 0.81% 0.77%
Alpha 3.52% 0.22%

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Fund Managers

Scheme Name Franklin India Smaller Companies Fund-Growth Sundaram Small Cap Fund Regular Plan - Growth
Name R Janakiraman Rohit Seksaria
Total AUM ₹50034 Cr ₹0 Cr
Funds Managed 8 15
Franklin India Smaller Companies Fund-Growth Sundaram Small Cap Fund Regular Plan - Growth

Market Cap

Scheme Name

Franklin India Smaller Companies Fund-Growth

Sundaram Small Cap Fund Regular Plan - Growth

Others 7.04 8.14
Small Cap 75.47 83.41
Large Cap 6.63 5.51
Mid Cap 10.87 2.94

Sector Allocation

Scheme Name

Franklin India Smaller Companies Fund-Growth

Sundaram Small Cap Fund Regular Plan - Growth

Others 8.19 8.9
Industrials 19.62 19.46
Consumer Cyclical 14.7 18.36
Financial Services 19.73 17.68
Communication Services 0.05 3.59
Technology 4.9 4.4
Healthcare 10.79 9.08
Basic Materials 10.23 9.08
Energy 0.9 -
Utilities 2.57 1.22
Consumer Defensive 3.61 4.93
Real Estate 4.7 3.3

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