Tata Small Cap Fund 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 Tata 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 Tata Small Cap Fund-Regular Plan-Growth
Fund Franklin India Smaller Companies Fund-Growth Tata Small Cap Fund-Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹14023 Cr ₹7868 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹1000
Launch Date 13 Jan 2006 02 Nov 2018
Category Small Cap Small Cap
Fund Type Open Ended Close Ended
Benchmark NIFTY SMALLCAP 250 TRI NIFTY Smallcap 250 TRI
Turn Over 14.47% 4.59%
Expense Ratio 1.73 1.72
Manager R Janakiraman Chandraprakash Padiyar
ISIN Code INF090I01569 INF277K015O2
Exits Load Exit load of 1% if redeemed within 1 year./365 For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months./365

Trailing Lumpsum Returns

Scheme Name Franklin India Smaller Companies Fund-Growth Tata Small Cap Fund-Regular Plan-Growth
1 Month 3.3% 3.8%
6 Month 31.58% 27.62%
1 Year 46.96% 48.69%
3 Year 28.3% 28.4%
5 Year 31.6% 34.43%

SIP Return Analysis

Scheme Name Franklin India Smaller Companies Fund-Growth Tata Small Cap Fund-Regular Plan-Growth
6 Month - -
1 Year 23.83% 17.89%
3 Year 66.39% 50.59%
5 Year 138.64% 124.15%

Rolling Lumpsum Returns

Scheme Name Franklin India Smaller Companies Fund-Growth Tata Small Cap Fund-Regular Plan-Growth
1 Year 35.16% 34.72%
3 Year 97.88% 93.09%
5 Year 150.66% 137.56%

Risk Management

Scheme Name Franklin India Smaller Companies Fund-Growth Tata Small Cap Fund-Regular Plan-Growth
Standard Deviation 14.27% 13.28%
Sharp 1.47% 1.35%
Beta 0.75% 0.67%
Alpha 6.42% 5.5%

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Fund Managers

Scheme Name Franklin India Smaller Companies Fund-Growth Tata Small Cap Fund-Regular Plan-Growth
Name R Janakiraman Chandraprakash Padiyar
Total AUM ₹50034 Cr ₹15627 Cr
Fund Manage 8 3
Franklin India Smaller Companies Fund-Growth Tata Small Cap Fund-Regular Plan-Growth

Market Cap

Scheme Name

Franklin India Smaller Companies Fund-Growth

Tata Small Cap Fund-Regular Plan-Growth

Others 4.94 6.71
Small Cap 78.46 91.58
Large Cap 4.93 -
Mid Cap 11.67 1.71

Sector Allocation

Scheme Name

Franklin India Smaller Companies Fund-Growth

Tata Small Cap Fund-Regular Plan-Growth

Others 4.61 6.57
Financial 16.09 13.46
Metals & Mining 3.03 8.28
Services 8.59 13.52
Technology 6.04 5.24
Capital Goods 16.95 11.25
Healthcare 6.5 7.97
Materials 3.93 6.51
Textiles 1.51 2.47
Energy 2.72 -
Consumer Discretionary 7.54 1.31
Chemicals 4.42 9.78
Automobile 3.75 1.54
Construction 9.35 4.58
Consumer Staples 4.97 7.52

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