UTI 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 UTI Small Cap Fund - Regular Plan - Growth Option

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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 UTI Small Cap Fund - Regular Plan - Growth Option
Fund Franklin India Smaller Companies Fund-Growth UTI Small Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹14023 Cr ₹3608 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 13 Jan 2006 05 Dec 2020
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY SMALLCAP 250 TRI NIFTY Smallcap 250 TRI
Turn Over 14.47% 12.69%
Expense Ratio 1.73 1.85
Manager R Janakiraman Deepesh Agarwal
ISIN Code INF090I01569 INF789F1AUO6
Exits Load Exit load of 1% if redeemed within 1 year./365 Exit load of 1% if redeemed within one year./365

Trailing Lumpsum Returns

Scheme Name Franklin India Smaller Companies Fund-Growth UTI Small Cap Fund - Regular Plan - Growth Option
1 Month 5.44% 2.62%
6 Month 34.57% 24.5%
1 Year 49.21% 41.94%
3 Year 28.61% 24.37%
5 Year 31.28% -

SIP Return Analysis

Scheme Name Franklin India Smaller Companies Fund-Growth UTI Small Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year 23.83% 14.6%
3 Year 66.39% 39.61%
5 Year 138.64% 50.96%

Rolling Lumpsum Returns

Scheme Name Franklin India Smaller Companies Fund-Growth UTI Small Cap Fund - Regular Plan - Growth Option
1 Year 35.16% 21.52%
3 Year 97.88% 54.93%
5 Year 150.66% 58.81%

Risk Management

Scheme Name Franklin India Smaller Companies Fund-Growth UTI Small Cap Fund - Regular Plan - Growth Option
Standard Deviation 14.27% 13.53%
Sharp 1.47% 1.09%
Beta 0.75% 0.72%
Alpha 6.42% 2.51%

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Fund Managers

Scheme Name Franklin India Smaller Companies Fund-Growth UTI Small Cap Fund - Regular Plan - Growth Option
Name R Janakiraman Deepesh Agarwal
Total AUM ₹50034 Cr ₹35015 Cr
Fund Manage 8 9
Franklin India Smaller Companies Fund-Growth UTI Small Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Franklin India Smaller Companies Fund-Growth

UTI Small Cap Fund - Regular Plan - Growth Option

Others 4.94 3.85
Small Cap 78.46 83.91
Large Cap 4.93 -
Mid Cap 11.67 12.18

Sector Allocation

Scheme Name

Franklin India Smaller Companies Fund-Growth

UTI Small Cap Fund - Regular Plan - Growth Option

Others 4.61 2.58
Financial 16.09 12.56
Metals & Mining 3.03 8.08
Services 8.59 13.27
Technology 6.04 8.19
Capital Goods 16.95 11.39
Healthcare 6.5 11.67
Materials 3.93 4.1
Textiles 1.51 4.55
Energy 2.72 1.14
Consumer Discretionary 7.54 6.53
Chemicals 4.42 4.16
Automobile 3.75 3.71
Construction 9.35 5.69
Consumer Staples 4.97 2.32

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