UTI Small Cap Fund vs Franklin India Smaller Companies Fund compare

Franklin India Smaller Companies Fund-Growth

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UTI Small Cap Fund - Regular Plan - Growth Option

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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)	₹13944 Cr	₹4538 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	13 Jan 2006	22 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	1.74	1.85
Manager	R Janakiraman	Deepesh Agarwal
ISIN Code	INF090I01569	INF789F1AUO6
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	UTI Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Franklin India Smaller Companies Fund-Growth	UTI Small Cap Fund - Regular Plan - Growth Option
1 Month	5.09%	5.79%
6 Month	1.33%	12.58%
1 Year	24.41%	27.44%
3 Year	26.19%	20.57%
5 Year	29.58%	-

Scheme Name	Franklin India Smaller Companies Fund-Growth	UTI Small Cap Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	17.42%	30.01%
3 Year	32.6%	28.48%
5 Year	33.7%	-

Scheme Name	Franklin India Smaller Companies Fund-Growth	UTI Small Cap Fund - Regular Plan - Growth Option
1 Year	16.01%	25.21%
3 Year	15.25%	23.3%
5 Year	15.78%	-

Scheme Name	Franklin India Smaller Companies Fund-Growth	UTI Small Cap Fund - Regular Plan - Growth Option
Standard Deviation	14.27%	13.53%
Sharp	1.21%	1.09%
Beta	0.75%	0.72%
Alpha	5.29%	2.51%

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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

Scheme Name	Franklin India Smaller Companies Fund-Growth	UTI Small Cap Fund - Regular Plan - Growth Option
Others	5.42	3.85
Small Cap	78.12	83.91
Large Cap	4.74	-
Mid Cap	11.71	12.18

Scheme Name	Franklin India Smaller Companies Fund-Growth	UTI Small Cap Fund - Regular Plan - Growth Option
Others	5.42	2.58
Realty	4.72	-
Industrial Manufacturing	5.21	-
Consumer Durables	7.11	-
Banks	10.26	-
Entertainment	0.3	-
IT - Software	4.45	-
Transport Services	0.87	-
Electrical Equipment	0.9	-
Pharmaceuticals & Biotechnology	5.15	-
Chemicals & Petrochemicals	6.34	-
Commercial Services & Supplies	1.94	-
Aerospace & Defense	1.12	-
Healthcare Services	3.92	-
Industrial Products	7.9	-
IT - Services	1.2	-
Finance	2.8	-
Textiles & Apparels	1.78	-
Oil	0.86	-
Power	2.14	-
Gas	0.56	-
Retailing	1.23	-
Auto Components	6.05	-
Construction	2.58	5.69
Cement & Cement Products	1.72	-
Financial Technology (Fintech)	0.85	-
Agricultural Food & other Products	1.39	-
Capital Markets	4.09	-
Food Products	0.52	-
Personal Products	1.39	-
Other Utilities	1.35	-
Household Products	1.08	-
Leisure Services	2.79	-
Financial	-	12.56
Consumer Staples	-	2.32
Healthcare	-	11.67
Technology	-	8.19
Energy	-	1.14
Chemicals	-	4.16
Materials	-	4.1
Capital Goods	-	11.39
Services	-	13.27
Metals & Mining	-	8.08
Automobile	-	3.71
Textiles	-	4.55
Consumer Discretionary	-	6.53