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 | 5.58% | 7.92% |
6 Month | -18.99% | -17.4% |
1 Year | 0.79% | 9.61% |
3 Year | 18.83% | 20.82% |
5 Year | 35.33% | 36.3% |
SIP Return Analysis
Scheme Name | Franklin India Smaller Companies Fund-Growth | Tata Small Cap Fund Regular Growth |
---|---|---|
6 Month | -12.5% | -10.82% |
1 Year | -23.51% | -15.99% |
3 Year | 16.12% | 17.11% |
5 Year | 23.24% | 24.2% |
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 | 0.71% | 0.793% |
Beta | 0.82% | 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 | 5.86 | 4.72 |
Small Cap | 77.63 | 87.44 |
Large Cap | 5.37 | - |
Mid Cap | 11.15 | 7.85 |
Sector Allocation
Scheme Name |
Franklin India Smaller Companies Fund-Growth |
Tata Small Cap Fund Regular Growth |
---|---|---|
Others | 7.09 | 6.17 |
Industrials | 22.06 | 24.31 |
Consumer Cyclical | 13.99 | 17.15 |
Financial Services | 19.04 | 8.57 |
Communication Services | 0.05 | - |
Technology | 5.35 | 5.37 |
Healthcare | 10.39 | 10.9 |
Basic Materials | 10.49 | 18.67 |
Energy | 0.92 | - |
Utilities | 2.37 | 0.85 |
Consumer Defensive | 3.48 | 3.65 |
Real Estate | 4.75 | 4.36 |
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