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 | 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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