Compare Aditya Birla Sun Life Small Cap Fund Direct Growth vs Franklin India Smaller Companies Direct Fund Growth

Compare FundsDetailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Aditya Birla Sun Life Small Cap Fund Direct GrowthEquity
Small Cap
1.0
Franklin India Smaller Companies Direct Fund GrowthEquity
Small Cap
3.0
Add a fund

Aditya Birla Sun Life Small Cap Fund Direct Growth

(29.4%)

Franklin India Smaller Companies Direct Fund Growth

(30.6%)

Fund Details

Risk
Very High
Very High
-
Min SIP Amount
₹100
₹500
-
Expense Ratio
0.95%
0.89%
-
NAV
₹102.7 (13-Dec-2024)
₹207.5 (13-Dec-2024)
- 
Fund Started
01-Jan-2013
01-Jan-2013
-
Fund Size
₹5,430Cr
₹14,460Cr
-
Exit Load
Exit load of 1%, if redeemed within 90 days.
Exit load of 1% if redeemed within 1 year.
-

Returns

1Y
29.4%
30.6%
-
3Y
19.2%
27.2%
-
5Y
26.2%
31.6%
-

Pros & Cons

Pros
1.Lower expense ratio: 0.95%
1.Lower expense ratio: 0.89%2.3Y and 10Y annualised returns higher than category average3.Higher alpha: 5.61 
The fund has generated returns higher than benchmark - NIFTY Smallcap 250 Total Return Index - in the last 3Y 
-

Cons
1.Consistently lower annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y2.Low rating: 1
1.1Y and 5Y annualised returns lower than category average
-

Holding Analysis

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

Top Holdings

Top 10 Holdings
Name
Assets
Hitachi Energy India Ltd.
3.0%
Kirloskar Pneumatic Company Ltd.
3.0%
TD Power Systems Ltd.
2.9%
Navin Fluorine International Ltd.
2.4%
Brigade Enterprises Ltd.
2.1%
Tega Industries Ltd.
2.1%
CCL Products (India) Ltd.
2.0%
Praj Industries Ltd.
1.8%
SJS Enterprises Ltd.
1.7%
TeamLease Services Ltd.
1.7%
Name
Assets
Brigade Enterprises Ltd.
3.4%
Aster DM Healthcare Ltd.
3.0%
Deepak Nitrite Ltd.
2.7%
Karur Vysya Bank Ltd.
2.6%
Kalyan Jewellers India Ltd.
2.6%
Equitas Small Finance Bank Ltd.
2.1%
Crompton Greaves Consumer Electricals Ltd.
2.0%
360 One Wam Ltd.
1.9%
Eris Lifesciences Ltd.
1.9%
JB Chemicals & Pharmaceuticals Ltd.
1.8%
-

Fund Manager

Name
Abhinav Khandelwal
R Janakiraman
-
Education
Mr. Khandelwal is Chartered Accountant, B.com
Mr. Janakiraman is a B.E and PGDM (Business Management).
-
Experience
Prior to joining Aditya Birla Sun Life AMC Ltd he has worked with Mahindra Mutual Fund, Canara Robeco Mutual Fund, Aegon life Insurance Company as Fund Manager, Asian Market Securities as Equity Analyst and Systematix Shares & Stocks as Equity Analyst.
Prior to joining Franklin Templeton Investments, he has worked with Indian Syntans Inv. Pvt. Ltd., Citicorp Information Tech Ltd. and UTI Securities Exchange Ltd.
-

About Fund

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.
-
Launch Date
23 Dec 1994
19 Feb 1996
-
Custodian
Citibank NA
Hongkong & Shanghai Banking Corporation
-
Registrar & Transfer Agent
Cams
Cams
-

Popular Comparisons

Motilal Oswal Multicap 35 Fund - Direct - Growth
Vs
SBI Flexicap Fund Direct Growth
Axis Bluechip Fund - Direct - Growth
Vs
SBI Bluechip Fund - Direct - Growth
HDFC Small Cap Fund - Direct - Growth
Vs
HSBC Small Cap Fund Direct Growth

Vaishnavi Tech Park, 3rd & 4th Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
Contact Us
PRODUCTS
StocksFutures & OptionsMTFIPOMutual FundsNFOETFCreditBill Payments
GROWW
About UsPricingBlogMedia & PressCareersHelp and SupportTrust and Safety
QUICK LINKS
AMC Mutual FundsCalculatorsGlossaryOpen Demat AccountGroww DigestSitemapWeb Stories
ⓒ 2016-2024 Groww. All rights reserved, Built with ♥in India

Compare Funds

Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis

Aditya Birla Sun Life Small Cap Fund Direct Growth

Franklin India Smaller Companies Direct Fund Growth

Add a fund

Aditya Birla Sun Life Small Cap Fund Direct Growth

Franklin India Smaller Companies Direct Fund Growth

1.Lower expense ratio: 0.95%

1.Lower expense ratio: 0.89%

2.3Y and 10Y annualised returns higher than category average

3.Higher alpha: 5.61 The fund has generated returns higher than benchmark - NIFTY Smallcap 250 Total Return Index - in the last 3Y

1.Consistently lower annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y

2.Low rating: 1

1.1Y and 5Y annualised returns lower than category average

Holding Analysis

Top Holdings

Popular Comparisons