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
| Risk | Moderately High | Moderately High | - |
|---|---|---|---|
| Min SIP Amount | ₹1000 | ₹500 | - |
| Expense Ratio | 1.05% | 1.07% | - |
| NAV | ₹41.1 (21-Jan-2021) | ₹66.9 (21-Jan-2021) | - |
| Fund Started | 01-Jan-2013 | 01-Jan-2013 | - |
| Fund Size | ₹2,431Cr | ₹6,216Cr | - |
1. Lower expense ratio - 1.08%
1. Lower expense ratio - 1.09%
1. Risk-adjusted returns are lower compared to the category
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
1. Risk-adjusted returns are lower compared to the category
2. 1Y Returns are lower than the category average returns
3. 3Y Returns are lower than the category average returns
4. Asset under management(AUM) is more than 5000 Crs. Returns tend to go low once AUM exceeds a certain amount
5. 5Y Returns are lower than the category average returns
Holding Analysis
keyboard_arrow_upTop Holdings
keyboard_arrow_upMr. 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).
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.
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.
