Compare Mutual Funds

Insights from Fund Comparison

• Both Franklin India Small Cap Fund (G) and Tata Small Cap Fund - Direct (G) are Small Cap Fund, Equity schemes. Franklin India Small Cap Fund (G) is 20 yrs 4 m old and manages ₹12,934.43 Crs, whereas Tata Small Cap Fund - Direct (G) is 7 yrs 5 m old with ₹10,715.21 Crs.
• Franklin India Small Cap Fund (G) is therefore older and larger, which may indicate more experience and investor confidence.
• Franklin India Small Cap Fund (G) has its top 3 sectors in Banks (12.83%), Auto Ancillaries (7.89%), and Chemicals (4.60%), while Tata Small Cap Fund - Direct (G) focuses on Chemicals (11.38%), Capital Goods-Non Electrical Equipment (10.58%), and Banks (6.06%).
• The funds share exposure to Banks and Chemicals, but differ in the rest, which means they will partially move together but may diverge depending on how the unique sectors perform.
• Franklin India Small Cap Fund (G) holds Call, Cash & Other Assets (6.26%), Syrma SGS Technology Ltd (2.48%), Equitas Small Finance Bank Ltd (2.39%), Aster DM Healthcare Ltd (2.37%), and Brigade Enterprises Ltd (2.08%), whereas Tata Small Cap Fund - Direct (G) holds CASH / NET CURRENT ASSET (5.34%), KIRLOSKAR PNEUMATIC COMPANY LTD. (4.55%), USHA MARTIN LTD. (4.53%), TEGA INDUSTRIES LTD (4.33%), and IDFC FIRST BANK LTD. (4.10%).
• The funds have completely different top holdings, which means their performance could diverge significantly depending on which stocks or sectors lead the market.
• In terms of risk profile, Franklin India Small Cap Fund (G) has 93.35% equity and 0.39% debt, while Tata Small Cap Fund - Direct (G) has 92.52% equity and 0.00% debt.
• Risk profile is similar for both funds.
• Franklin India Small Cap Fund (G) outperformed Tata Small Cap Fund - Direct (G) in 6 Months, 1 Year, 3 Years (returns: -9.95%, -2.44%, 15.77% ) but underperformed in 3 Months, 5 Years (returns: -10.09%, 17.09%). This mixed performance indicates strength in certain market cycles while highlighting periods of relative weakness, suggesting selective timing or careful monitoring may be needed.