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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 Risk Very High Risk
Asset Size (Cr) ₹12862 Cr ₹4351 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 1.76 1.9
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

Trailing Lumpsum Returns

Scheme Name Franklin India Smaller Companies Fund-Growth UTI Small Cap Fund - Regular Plan - Growth Option
1 Month -10.18% -9.58%
6 Month -19.03% -12.93%
1 Year -0.94% 6.96%
3 Year 19.65% 15.41%
5 Year 23.91% -

SIP Return Analysis

Scheme Name Franklin India Smaller Companies Fund-Growth UTI Small Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year -20.26% -9.33%
3 Year 16.99% 14.88%
5 Year 24.48% -

Rolling Lumpsum Returns

Scheme Name Franklin India Smaller Companies Fund-Growth UTI Small Cap Fund - Regular Plan - Growth Option
1 Year 16.17% 25.55%
3 Year 15.49% 22.88%
5 Year 16.57% -

Risk Management

Scheme Name Franklin India Smaller Companies Fund-Growth UTI Small Cap Fund - Regular Plan - Growth Option
Standard Deviation 14.27% 15.798%
Sharp 0.89% 0.643%
Beta 0.77% 0.797%
Alpha 5.36% -1.253%

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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 5.42 3.85
Small Cap 78.12 83.91
Large Cap 4.74 -
Mid Cap 11.71 12.18

Sector Allocation

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

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