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Tata Small Cap Fund vs Franklin India Smaller Companies Fund compare
Franklin India Smaller Companies Fund-Growth
Tata Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Smaller Companies Fund-Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Franklin India Smaller Companies Fund-Growth | Tata Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹12862 Cr | ₹8883 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 13 Jan 2006 | 12 Nov 2018 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 14.47% | 4.59% |
| Expense Ratio | 1.76 | 1.7 |
| Manager | R Janakiraman | Chandraprakash Padiyar |
| ISIN Code | INF090I01569 | INF277K015O2 |
| 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 | Tata Small Cap Fund - Regular Plan - 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 | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 4.47% | 1.42% |
| 6 Month | -11.84% | -14.32% |
| 1 Year | 3.37% | 8.47% |
| 3 Year | 20.84% | 20.63% |
| 5 Year | 34.5% | 35.15% |
SIP Return Analysis
| Scheme Name | Franklin India Smaller Companies Fund-Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -4.13% | -5.43% |
| 1 Year | -16.08% | -13.81% |
| 3 Year | 17.95% | 17.11% |
| 5 Year | 23.88% | 23.75% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Smaller Companies Fund-Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 15.96% | 28.19% |
| 3 Year | 15.69% | 29.82% |
| 5 Year | 17.2% | 28.63% |
Risk Management
| Scheme Name | Franklin India Smaller Companies Fund-Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 14.27% | 15.861% |
| Sharp | 0.7% | 0.793% |
| Beta | 0.81% | 0.736% |
| Alpha | 3.52% | 3.356% |
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Fund Managers
| Scheme Name | Franklin India Smaller Companies Fund-Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Name | R Janakiraman | Chandraprakash Padiyar |
| Total AUM | ₹50034 Cr | ₹15627 Cr |
| Funds Managed | 8 | 3 |
| Franklin India Smaller Companies Fund-Growth | Tata Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Franklin India Smaller Companies Fund-Growth |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 7.04 | 7.03 |
| Small Cap | 75.47 | 84.22 |
| Large Cap | 6.63 | - |
| Mid Cap | 10.87 | 8.75 |
Sector Allocation
| Scheme Name |
Franklin India Smaller Companies Fund-Growth |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 8.19 | 8.25 |
| Industrials | 19.62 | 24.35 |
| Consumer Cyclical | 14.7 | 15.97 |
| Financial Services | 19.73 | 8.32 |
| Communication Services | 0.05 | - |
| Technology | 4.9 | 5.85 |
| Healthcare | 10.79 | 10.59 |
| Basic Materials | 10.23 | 18.16 |
| Energy | 0.9 | - |
| Utilities | 2.57 | 0.82 |
| Consumer Defensive | 3.61 | 3.84 |
| Real Estate | 4.7 | 3.86 |
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