DSP Small Cap Fund vs Franklin India Smaller Companies Fund compare
Franklin India Small Cap Fund-Growth
DSP Small Cap Fund - Regular - Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Small Cap Fund-Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| Fund | Franklin India Small Cap Fund-Growth | DSP Small Cap Fund - Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹13266 Cr | ₹16496 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 13 Jan 2006 | 14 Jun 2007 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | BSE 250 SmallCap TRI |
| Turn Over | 14.47% | 18% |
| Expense Ratio | 1.76 | 1.71 |
| Manager | R Janakiraman | Vinit Sambre |
| ISIN Code | INF090I01569 | INF740K01797 |
| Exits Load | Franklin India Smaller Companies Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | DSP Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Small Cap Fund-Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| 1 Month | 3.38% | 1.08% |
| 6 Month | 8.61% | 15.59% |
| 1 Year | -4.26% | -0.53% |
| 3 Year | 21.74% | 20.22% |
| 5 Year | 29% | 26.35% |
SIP Return Analysis
| Scheme Name | Franklin India Small Cap Fund-Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| 6 Month | -2.43% | -1.3% |
| 1 Year | 1% | 8.56% |
| 3 Year | 12.3% | 15.09% |
| 5 Year | 18.14% | 18.07% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Small Cap Fund-Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| 1 Year | 14.91% | 16.57% |
| 3 Year | 16.76% | 22.47% |
| 5 Year | 19.47% | 22.56% |
Risk Management
| Scheme Name | Franklin India Small Cap Fund-Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 16.68% | 18.73% |
| Sharp | 0.88% | 0.73% |
| Beta | 0.81% | 0.92% |
| Alpha | 1.24% | -1.46% |
Fund Managers
| Scheme Name | Franklin India Small Cap Fund-Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| Name | R Janakiraman | Vinit Sambre |
| Total AUM | ₹50034 Cr | ₹31142 Cr |
| Funds Managed | 8 | 3 |
| Franklin India Small Cap Fund-Growth | DSP Small Cap Fund - Regular - Growth |
Market Cap
| Scheme Name |
Franklin India Small Cap Fund-Growth |
DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| Others | 7.32 | 9.14 |
| Small Cap | 78.9 | 87.49 |
| Large Cap | 5.52 | - |
| Mid Cap | 8.26 | 3.37 |
Sector Allocation
| Scheme Name |
Franklin India Small Cap Fund-Growth |
DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| Others | 6.27 | 9.14 |
| Industrials | 16.67 | 15.01 |
| Consumer Cyclical | 19.1 | 31.93 |
| Financial Services | 16.38 | 6.44 |
| Technology | 7.13 | 3.19 |
| Basic Materials | 10.39 | 17.05 |
| Healthcare | 11.71 | 8.95 |
| Energy | 0.99 | - |
| Utilities | 3.14 | 0.18 |
| Consumer Defensive | 3.84 | 7.33 |
| Real Estate | 4.37 | - |
| Communication Services | - | 0.78 |
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