Home>Mutual Funds>Compare Aditya Birla Sun Life Small Cap Fund Direct Growth with Franklin India Smaller Companies Direct Fund Growth
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Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis

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Aditya Birla Sun Life Small Cap Fund Direct Growth

Equity
Small Cap
1.0star
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Franklin India Smaller Companies Direct Fund Growth

Equity
Small Cap
2.0star
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Aditya Birla Sun Life Small Cap Fund Direct Growth

(82.6%)

Franklin India Smaller Companies Direct Fund Growth

(88.8%)
1Y
3Y
5Y
Fund Details
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RiskVery HighVery High-
Min SIP Amount₹1000₹500-
Expense Ratio1.07%1.04%-
NAV₹60.8 (22-Oct-2021)₹98.9 (22-Oct-2021)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹3,005Cr₹7,291Cr-
Returns
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1Y
82.6%
88.8%
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3Y
21.5%
22.9%
-
5Y
12.7%
14.1%
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Pros & Cons
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Pros
1. Lower expense ratio: 1.07%
2. 3Y annualised returns higher than category average by 3.48%
1. 3Y annualised returns higher than category average by 4.89%
2. Lower expense ratio: 1.04%
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Cons
1. 1Y and 5Y annualised returns lower than category average
2. Low rating: 1
1. Higher AUM: 7291Cr. Funds with a higher AUM tend to have lower returns in the future
2. 1Y and 5Y annualised returns lower than category average
3. Low rating: 2
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Holding Analysis

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Top 5
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Top 20
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P/E
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-
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P/B
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-
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Turnover
-
-
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Equity
-
-
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Cash
-
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Top Holdings

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Top 10 Holdings
Name
Assets
JK Cement Ltd
4.0%
Cyient Ltd.
3.7%
Deepak Nitrite Ltd.
3.1%
National Aluminium Company Ltd.
2.9%
Welspun India Ltd.
2.9%
Cholamandalam Financial Holdings Ltd.
2.6%
Just Dial Ltd.
2.5%
Radico Khaitan Ltd.
2.3%
Amber Enterprises India Ltd.
2.3%
V-Guard Industries Ltd.
2.1%
Name
Assets
Deepak Nitrite Ltd.
5.7%
Brigade Enterprises Ltd.
4.2%
JB Chemicals & Pharmaceuticals Ltd.
3.1%
Cyient Ltd.
3.0%
KPR Mills Ltd.
3.0%
Quess Corp Ltd.
3.0%
Equitas Holdings Ltd.
2.8%
CCL Products (India) Ltd.
2.8%
Sobha Ltd.
2.7%
Finolex Cables Ltd.
2.5%
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Fund Manager
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Name
Jayesh Gandhi
R Janakiraman
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Education
Mr. Gandhi is a B.Com (H) from the University of Mumbai, CFA and Master of International Management degree from Thunderbird, USA
Mr. Janakiraman is a B.E and PGDM (Business Management).
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Experience
Prior to joining Birla Sun Life Mutual Fund he has worked with HDFC Mutual Fund, Morgan Stanley.
Prior to joining Franklin Templeton Investments, he has worked with Indian Syntans Inv. Pvt. Ltd., Citicorp Information Tech Ltd. and UTI Securities Exchange Ltd.
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About Fund
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Description

Birla Sun Life Mutual Fund started their mutual fund on 23/12/1994 and its managing total assets of ₹2,24,938 Cr. Its ranked at 4 as per total assets at end of 30th Sep 2017.

Franklin Templeton Mutual Fund started their mutual fund on 19/02/1996 and its managing total assets of ₹95,716 Cr. Its ranked at 8 as per total assets at end of 30th Sep 2017.

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Launch Date

23 Dec 1994

19 Feb 1996

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Custodian

Citibank NA

Hongkong & Shanghai Banking Corporation

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Registrar & Transfer Agent

Cams

Cams

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