Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Edelweiss Small Cap Fund vs Franklin India Smaller Companies Fund compare

Link copied to clipboard!

tortoise-icon Franklin India Smaller Companies Fund-Growth

Invest Now

tortoise-icon Edelweiss Small Cap Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Franklin India Smaller Companies Fund-Growth Edelweiss Small Cap Fund - Regular Plan - Growth
Fund Franklin India Smaller Companies Fund-Growth Edelweiss Small Cap Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹13545 Cr ₹4171 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 13 Jan 2006 07 Feb 2019
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Smallcap 250 TRI NIFTY Smallcap 250 TRI
Turn Over 14.47% 18%
Expense Ratio 1.76 1.84
Manager R Janakiraman Trideep Bhattacharya
ISIN Code INF090I01569 INF754K01JJ4
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 Edelweiss Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Franklin India Smaller Companies Fund-Growth Edelweiss Small Cap Fund - Regular Plan - Growth
1 Month 5.58% 6.07%
6 Month -5.98% -6.17%
1 Year -1.34% 4.15%
3 Year 29.71% 26.25%
5 Year 35.25% 34.67%

SIP Return Analysis

Scheme Name Franklin India Smaller Companies Fund-Growth Edelweiss Small Cap Fund - Regular Plan - Growth
6 Month 11.22% 10.46%
1 Year 5.55% 6.83%
3 Year 22.08% 20.8%
5 Year 25.22% 23.78%

Rolling Lumpsum Returns

Scheme Name Franklin India Smaller Companies Fund-Growth Edelweiss Small Cap Fund - Regular Plan - Growth
1 Year 15.45% 28.61%
3 Year 15.98% 29.3%
5 Year 18.64% 32.14%

Risk Management

Scheme Name Franklin India Smaller Companies Fund-Growth Edelweiss Small Cap Fund - Regular Plan - Growth
Standard Deviation 14.96% 15.599%
Sharp 1.29% 0.8%
Beta 0.78% 0.803%
Alpha 5.36% 0.98%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Franklin India Smaller Companies Fund-Growth Edelweiss Small Cap Fund - Regular Plan - Growth
Name R Janakiraman Trideep Bhattacharya
Total AUM ₹50034 Cr ₹0 Cr
Funds Managed 8 9
Franklin India Smaller Companies Fund-Growth Edelweiss Small Cap Fund - Regular Plan - Growth

Market Cap

Scheme Name

Franklin India Smaller Companies Fund-Growth

Edelweiss Small Cap Fund - Regular Plan - Growth

Others 7.68 3.2
Small Cap 76.55 67.63
Large Cap 6.58 0
Mid Cap 9.2 29.17

Sector Allocation

Scheme Name

Franklin India Smaller Companies Fund-Growth

Edelweiss Small Cap Fund - Regular Plan - Growth

Others 7.68 3.2
Industrial Manufacturing 4.18 -
Consumer Durables 5.6 -
Banks 13.07 -
IT - Software 4.56 -
Transport Services 1.15 -
Electrical Equipment 0.53 -
Pharmaceuticals & Biotechnology 5.3 -
Retailing 4.15 -
Chemicals & Petrochemicals 6.46 -
Commercial Services & Supplies 0.98 -
Aerospace & Defense 1.28 -
Healthcare Services 4.3 -
Cement & Cement Products 2.68 -
Industrial Products 5.64 -
IT - Services 0.86 -
Textiles & Apparels 2 -
Oil 0.88 -
Power 2.2 -
Gas 0.52 -
Auto Components 5.29 -
Construction 1.78 -
Financial Technology (Fintech) 0.91 -
Agricultural Food & other Products 1.44 -
Finance 2.58 -
Capital Markets 2.75 -
Personal Products 1.37 -
Other Utilities 0.94 -
Household Products 0.81 -
Realty 4.61 -
Leisure Services 3.34 -
Entertainment 0.17 -
Consumer Defensive - 6.61
Basic Materials - 11.9
Technology - 11.49
Consumer Cyclical - 16.79
Healthcare - 11.41
Financial Services - 17.15
Industrials - 18.22
Real Estate - 3.21

Top Comparisons

ICICI Prudential Retirement Fund - Pure Equity - Growth Option ICICI Prudential Retirement Fund - Pure Equity - Growth Option

3Y Returns26.61%

VS

HDFC Retirement Savings Fund - Equity Plan - Growth Option HDFC Retirement Savings Fund - Equity Plan - Growth Option

3Y Returns22.95%

Compare Now

HDFC Long Duration Debt Fund - Growth Option HDFC Long Duration Debt Fund - Growth Option

3Y Returns0%

VS

Bandhan Bond Fund Income Plan Regular-Growth Bandhan Bond Fund Income Plan Regular-Growth

3Y Returns6.77%

Compare Now

Kotak Equity Hybrid - Growth Kotak Equity Hybrid - Growth

3Y Returns18.05%

VS

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

3Y Returns20.15%

Compare Now

Kotak Floating Rate Fund-Regular Plan-Growth Option Kotak Floating Rate Fund-Regular Plan-Growth Option

3Y Returns7.83%

VS

Bandhan Floating Rate Fund Regular - Growth Bandhan Floating Rate Fund Regular - Growth

3Y Returns7.48%

Compare Now
Add to Cart Successfully