Home>Mutual Funds>Compare>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
2.0 star
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Franklin India Smaller Companies Direct Fund Growth

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

(108.4%)

Franklin India Smaller Companies Direct Fund Growth

(93.8%)
1Y
3Y
5Y
Fund Details
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RiskVery HighVery High-
Min SIP Amount₹1000₹500-
Expense Ratio1.10%1.06%-
NAV₹48.3 (09-Apr-2021)₹74.8 (09-Apr-2021)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹2,550Cr₹6,300Cr-
Returns
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1Y
108.4%
93.8%
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3Y
3.4%
5.2%
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5Y
14.0%
13.4%
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Pros & Cons
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Pros
1. Lower expense ratio - 1.08%
1. Lower expense ratio - 1.08%
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Cons
1. 1Y Returns are lower than the category average returns
2. 3Y Returns are lower than the category average returns
3. 5Y Returns are lower than the category average returns
1. Asset under management(AUM) is more than 5000 Crs. Returns tend to go low once AUM exceeds a certain amount
2. 1Y Returns are lower than the category average returns
3. 3Y Returns are lower than the category average returns
4. 5Y Returns are lower than the category average returns
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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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P/B
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Turn Over
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Equity
NaN%
NaN%
NaN%
Cash
NaN%
NaN%
NaN%

Top Holdings

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Top 10 Holdings
Name
Assets
Deepak Nitrite Ltd.
5.0%
JK Cement Ltd
4.2%
Cholamandalam Financial Holdings Ltd.
2.8%
Radico Khaitan Ltd.
2.8%
Cyient Limited
2.7%
Amber Enterprises India Ltd.
2.5%
Just Dial Ltd.
2.4%
KEC International Ltd.
2.3%
National Aluminium Co. Ltd.
2.2%
V-Guard Industries Ltd.
2.2%
Name
Assets
Deepak Nitrite Ltd.
7.0%
Brigade Enterprises Ltd.
3.5%
Quess Corp Ltd.
2.8%
Cyient Limited
2.8%
Finolex Cables Ltd.
2.5%
Nesco Ltd.
2.5%
Jyothy Labs Ltd.
2.4%
Hindustan Petroleum Corpn. Ltd.
2.4%
JB Chemicals & Pharmaceuticals Ltd.
2.4%
Blue Star Ltd.
2.3%
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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
Templeton
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