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) ₹13944 Cr ₹3450 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 1.74 1.93
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 5.09% 3.92%
6 Month 1.33% 5.35%
1 Year 24.41% 20.07%
3 Year 26.19% 20.53%
5 Year 29.58% 28.37%

SIP Return Analysis

Scheme Name Franklin India Smaller Companies Fund-Growth Sundaram Small Cap Fund Regular Plan - Growth
6 Month - -
1 Year 17.42% 17.28%
3 Year 32.6% 27.61%
5 Year 33.7% 29.87%

Rolling Lumpsum Returns

Scheme Name Franklin India Smaller Companies Fund-Growth Sundaram Small Cap Fund Regular Plan - Growth
1 Year 16.01% 16.53%
3 Year 15.25% 17.99%
5 Year 15.78% 15.23%

Risk Management

Scheme Name Franklin India Smaller Companies Fund-Growth Sundaram Small Cap Fund Regular Plan - Growth
Standard Deviation 14.27% 14.09%
Sharp 1.21% 0.97%
Beta 0.75% 0.75%
Alpha 5.29% 1.4%

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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 5.42 4.61
Small Cap 78.12 85.31
Large Cap 4.74 3.23
Mid Cap 11.71 6.85

Sector Allocation

Scheme Name

Franklin India Smaller Companies Fund-Growth

Sundaram Small Cap Fund Regular Plan - Growth

Others 5.42 4.61
Realty 4.72 3.42
Industrial Manufacturing 5.21 0.86
Consumer Durables 7.11 8.18
Banks 10.26 7.91
Entertainment 0.3 1.4
IT - Software 4.45 4.07
Transport Services 0.87 0.28
Electrical Equipment 0.9 2.09
Pharmaceuticals & Biotechnology 5.15 4.78
Chemicals & Petrochemicals 6.34 3.04
Commercial Services & Supplies 1.94 -
Aerospace & Defense 1.12 -
Healthcare Services 3.92 3.54
Industrial Products 7.9 10.56
IT - Services 1.2 4.96
Finance 2.8 5.47
Textiles & Apparels 1.78 0.83
Oil 0.86 -
Power 2.14 -
Gas 0.56 1.7
Retailing 1.23 -
Auto Components 6.05 5.11
Construction 2.58 4.26
Cement & Cement Products 1.72 1.67
Financial Technology (Fintech) 0.85 -
Agricultural Food & other Products 1.39 0.94
Capital Markets 4.09 7.76
Food Products 0.52 -
Personal Products 1.39 2.27
Other Utilities 1.35 -
Household Products 1.08 -
Leisure Services 2.79 3.37
Petroleum Products - 0.95
Fertilizers & Agrochemicals - 1.69
Automobiles - 0.83
Other Consumer Services - 1.06
Insurance - 0.59
Beverages - 1.8

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