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) | ₹13302 Cr | ₹17005 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 13 Jan 2006 | 14 Jun 2007 |
Category | Small Cap | Small Cap |
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 | 2.48% | 3.18% |
6 Month | 17.18% | 22.07% |
1 Year | -9.06% | -2.97% |
3 Year | 21.14% | 19.4% |
5 Year | 29.86% | 27.8% |
SIP Return Analysis
Scheme Name | Franklin India Small Cap Fund-Growth | DSP Small Cap Fund - Regular - Growth |
---|---|---|
6 Month | 2.16% | 5.54% |
1 Year | 5.11% | 13.13% |
3 Year | 16.53% | 18.7% |
5 Year | 20.92% | 20.38% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Small Cap Fund-Growth | DSP Small Cap Fund - Regular - Growth |
---|---|---|
1 Year | 15.03% | 16.77% |
3 Year | 16.39% | 22.64% |
5 Year | 19.17% | 22.41% |
Risk Management
Scheme Name | Franklin India Small Cap Fund-Growth | DSP Small Cap Fund - Regular - Growth |
---|---|---|
Standard Deviation | 14.27% | 18.69% |
Sharp | 0.96% | 0.73% |
Beta | 0.8% | 0.93% |
Alpha | 2.79% | -0.99% |
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 | 6.42 | 8.57 |
Small Cap | 80.36 | 87.96 |
Large Cap | 4.5 | - |
Mid Cap | 8.72 | 3.47 |
Sector Allocation
Scheme Name |
Franklin India Small Cap Fund-Growth |
DSP Small Cap Fund - Regular - Growth |
---|---|---|
Others | 5.85 | 8.57 |
Industrials | 16.95 | 15.44 |
Consumer Cyclical | 18.85 | 30.18 |
Financial Services | 17.1 | 6.65 |
Technology | 6.66 | 3.39 |
Basic Materials | 10.14 | 18.46 |
Healthcare | 12.14 | 8.88 |
Energy | 0.96 | - |
Utilities | 2.94 | 0.14 |
Consumer Defensive | 3.86 | 7.53 |
Real Estate | 4.57 | - |
Communication Services | - | 0.76 |
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