Sundaram Small Cap Fund Regular Plan vs Franklin India Smaller Companies Fund compare

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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) ₹14023 Cr ₹3333 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 13 Jan 2006 10 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 1.73 1.93
Manager R Janakiraman Rohit Seksaria
ISIN Code INF090I01569 INF903J01470
Exits Load Exit load of 1% if redeemed within 1 year./365 For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name Franklin India Smaller Companies Fund-Growth Sundaram Small Cap Fund Regular Plan - Growth
1 Month 5.44% 8.2%
6 Month 34.57% 29.71%
1 Year 49.21% 41.01%
3 Year 28.61% 23.63%
5 Year 31.28% 30.03%

SIP Return Analysis

Scheme Name Franklin India Smaller Companies Fund-Growth Sundaram Small Cap Fund Regular Plan - Growth
6 Month - -
1 Year 23.83% 16.31%
3 Year 66.39% 48.22%
5 Year 138.64% 111.75%

Rolling Lumpsum Returns

Scheme Name Franklin India Smaller Companies Fund-Growth Sundaram Small Cap Fund Regular Plan - Growth
1 Year 35.16% 32.21%
3 Year 97.88% 81.53%
5 Year 150.66% 119.87%

Risk Management

Scheme Name Franklin India Smaller Companies Fund-Growth Sundaram Small Cap Fund Regular Plan - Growth
Standard Deviation 14.27% 14.09%
Sharp 1.47% 1.14%
Beta 0.75% 0.75%
Alpha 6.42% 1.35%

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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
Fund Manage 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 4.94 6.79
Small Cap 78.46 76.79
Large Cap 4.93 7.72
Mid Cap 11.67 8.71

Sector Allocation

Scheme Name

Franklin India Smaller Companies Fund-Growth

Sundaram Small Cap Fund Regular Plan - Growth

Others 4.61 2.48
Financial 16.09 24.44
Metals & Mining 3.03 2.72
Services 8.59 11.54
Technology 6.04 8.31
Capital Goods 16.95 10.59
Healthcare 6.5 8.1
Materials 3.93 4.69
Textiles 1.51 1.12
Energy 2.72 1.2
Consumer Discretionary 7.54 5.01
Chemicals 4.42 2.36
Automobile 3.75 3.14
Construction 9.35 6.33
Consumer Staples 4.97 6.04
Unclassified - 1.94

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