What factors should I consider when comparing Franklin India Small Cap Fund - Direct (G) vs Tata Value Fund - Direct (G)?

When comparing Franklin India Small Cap Fund - Direct (G) vs Tata Value Fund - Direct (G), consider factors such as historical performance, expense ratios, investment strategy, risk level, and the fund manager's credibility. Moreover, look at asset allocation and how each fund fits your investment goals.

Can I invest in Franklin India Small Cap Fund - Direct (G) and Tata Value Fund - Direct (G) simultaneously?

Yes, you can invest in both Franklin India Small Cap Fund - Direct (G) and Tata Value Fund - Direct (G) at the same time. This can help diversify your portfolio and balance risk, provided the fund manager's investment strategies streamline each other.

What does the portfolio turnover ratio tell us when comparing Franklin India Small Cap Fund - Direct (G) and Tata Value Fund - Direct (G)?

While comparing Franklin India Small Cap Fund - Direct (G) and Tata Value Fund - Direct (G), the portfolio turnover ratio indicates how frequently assets within the fund are bought and sold. A high turnover may lead to higher transaction costs and tax implications, while a low turnover ratio indicates a buy-and-hold strategy.

Can I switch between Franklin India Small Cap Fund - Direct (G) and Tata Value Fund - Direct (G) if needed?

Yes, you can typically switch between Franklin India Small Cap Fund - Direct (G) and Tata Value Fund - Direct (G), subject to the fund's policies and any applicable fees. It is important to consider potential tax implications and the timing of your switch.

Can I compare Franklin India Small Cap Fund - Direct (G) and Tata Value Fund - Direct (G) based on their dividend payout?

Yes, you can compare Franklin India Small Cap Fund - Direct (G) and Tata Value Fund - Direct (G) based on their dividend payouts. Look at dividends profit, consistency, and growth, as these factors can influence your overall return on investment.

Compare Franklin India Small Cap Fund - Direct (G) vs Tata Value Fund - Direct (G) Online

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Franklin India Small Cap Fund - Direct (G) vs Tata Value Fund - Direct (G)

Franklin India Small Cap Fund - Direct (G)

2.4%

Tata Value Fund - Direct (G)

0.96%

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About Fund

Custodian

Citibank N.A. Deutsche Bank

Registrar

Franklin Templeton Asset Management (India) Pvt. Ltd.

Custodian

Deutsche Bank HDFC CitiBank N.A. Standard Chartered Bank

Registrar

CAMS Ltd. Karvy Computershare P Ltd MCS Ltd.

Fund Details

Risk

Very High Risk

Min SIP Amount

5000

Fund Size

14336.42

Expense Ratio

1.94

NAV

200.5736

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

5000

Fund Size

8341.71

Expense Ratio

1.77

NAV

394.8686

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

5000

Fund Size

14336.42

Expense Ratio

1.94

NAV

200.5736

Launch Date

January 1, 2013

Exit Load

Risk

Very High Risk

Min SIP Amount

5000

Fund Size

8341.71

Expense Ratio

1.77

NAV

394.8686

Launch Date

January 1, 2013

Exit Load

17.2 %

15.32 %

2.4 %

15.52 %

14.03 %

0.96 %

Fund Manager

R Janakiraman

Qualification

B.E., PGDBM.

Experience

Prior to joining Franklin Templeton AMC, he had worked as investment manager for Indian Syntans Invt Pvt. Ltd., with Citicorp information Tech Ltd. and with UTI Securities Exchange Ltd.

Fund Manager

Atul Bhole

Qualification

B.com., CA (Final) MMS (JBIMS)

Experience

Mr. Atul has over 18 years of experience in Indian equity markets. Prior to joining KMAMC, he has worked with DSP Asset Managers as SVP- Investments and Tata Asset Management Pvt Ltd as Fund Manager and Research analyst. He has also worked as research analyst in JP Morgan Services (India) Pvt. Ltd. and with State Bank of India. a

Fund Manager

Bhupinder Sethi

Qualification

B.E, MBA

Experience

He joined TATA Amc in march 2005 prior to this he worked as fund manager at dundee mutual fund from feb 2000 to dec 2002 and as vice-presidend investments at Jacob Ballas Capital India.

Fund Manager

Sonam Udasi

Qualification

B.Com, PGDM-Finance

Experience

Prior to joining Tata AMC he was associated with ASK Raymond James (Jun 2005-Jan 2006) as Lead Analyst (Reporting to Head Research), JM Financial AMC (Feb 2006-June 2007) as Senior Analyst (Reporting to CIO), Prime Securities (Aug 2007-Oct 2008) as Head Research (Reporting to President), BRICS Securities (Nov 2008-Apr 2010) as Consumer Vertical (Reporting to Head Equities) and IDBI Capital Market Services Ltd (Jun 2010-March 2014) as Head Research (Reporting to Executive VP).

Franklin India Small Cap Fund - Direct (G) vs Tata Value Fund - Direct (G)

Franklin India Small Cap Fund - Direct (G)

2.4%

Tata Value Fund - Direct (G)

0.96%

About Fund

Fund Details

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