Edelweiss Small Cap Fund vs Franklin India Smaller Companies Fund compare
Franklin India Small Cap Fund-Growth
Edelweiss Small Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Franklin India Small Cap Fund-Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
Fund | Franklin India Small Cap Fund-Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹13302 Cr | ₹4921 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 Small Cap Fund-Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
1 Month | 3.9% | 3.91% |
6 Month | 19.36% | 21.74% |
1 Year | -8.16% | -2.86% |
3 Year | 22.13% | 20.1% |
5 Year | 28.41% | 27.93% |
SIP Return Analysis
Scheme Name | Franklin India Small Cap Fund-Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.16% | 4.53% |
1 Year | 5.11% | 10.51% |
3 Year | 16.53% | 18.26% |
5 Year | 20.92% | 20.97% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Small Cap Fund-Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 15.03% | 27.09% |
3 Year | 16.39% | 28.8% |
5 Year | 19.17% | 32.52% |
Risk Management
Scheme Name | Franklin India Small Cap Fund-Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.27% | 15.90% |
Sharp | 0.96% | 0.78% |
Beta | 0.8% | 0.80% |
Alpha | 2.79% | -0.11% |
Fund Managers
Scheme Name | Franklin India Small Cap 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 Small Cap Fund-Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Franklin India Small Cap Fund-Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 7.2 | 3.21 |
Small Cap | 79.95 | 71.89 |
Large Cap | 4.47 | - |
Mid Cap | 8.38 | 24.9 |
Sector Allocation
Scheme Name |
Franklin India Small Cap Fund-Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 6.09 | 3.1 |
Industrials | 16.86 | 15.29 |
Consumer Cyclical | 19.51 | 21.24 |
Financial Services | 16.14 | 17.07 |
Technology | 7.24 | 8.21 |
Basic Materials | 9.89 | 15.73 |
Healthcare | 12 | 10.65 |
Energy | 0.97 | 0.62 |
Utilities | 2.97 | 1.03 |
Consumer Defensive | 4.02 | 5.95 |
Real Estate | 4.31 | 1.13 |
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