Sundaram Small Cap Fund Regular Plan vs Franklin India Smaller Companies Fund compare
Franklin India Smaller Companies Fund-Growth
Sundaram Small Cap Fund Regular Plan - Growth
Chart Comparison
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 | 5.89% | 8.3% |
6 Month | -18.49% | -17.65% |
1 Year | 2.92% | 3.02% |
3 Year | 20.3% | 15.43% |
5 Year | 35.09% | 33.67% |
SIP Return Analysis
Scheme Name | Franklin India Smaller Companies Fund-Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | -12.5% | -11.08% |
1 Year | -23.51% | -18.51% |
3 Year | 16.12% | 14.02% |
5 Year | 23.24% | 20.59% |
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 | 0.71% | 0.55% |
Beta | 0.82% | 0.77% |
Alpha | 3.52% | 0.62% |
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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 | 5.86 | 7.11 |
Small Cap | 77.63 | 83.36 |
Large Cap | 5.37 | 5.23 |
Mid Cap | 11.15 | 4.29 |
Sector Allocation
Scheme Name |
Franklin India Smaller Companies Fund-Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Others | 7.09 | 7.57 |
Industrials | 22.06 | 20.93 |
Consumer Cyclical | 13.99 | 17.05 |
Financial Services | 19.04 | 17.7 |
Communication Services | 0.05 | 3.4 |
Technology | 5.35 | 4.98 |
Healthcare | 10.39 | 8.7 |
Basic Materials | 10.49 | 10.1 |
Energy | 0.92 | 0 |
Utilities | 2.37 | 1.46 |
Consumer Defensive | 3.48 | 4.76 |
Real Estate | 4.75 | 3.37 |
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