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) | ₹13790 Cr | ₹5297 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 | 2.35% | 1.47% |
| 6 Month | 1.88% | 6.21% |
| 1 Year | 1.07% | 4.06% |
| 3 Year | 22.03% | 20.47% |
| 5 Year | 27.01% | 27% |
SIP Return Analysis
| Scheme Name | Franklin India Small Cap Fund-Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.49% | 0.16% |
| 1 Year | 6.86% | 10.33% |
| 3 Year | 13.73% | 15.56% |
| 5 Year | 18.78% | 18.74% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Small Cap Fund-Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.56% | 25.24% |
| 3 Year | 16.96% | 28.13% |
| 5 Year | 19.69% | 31.58% |
Risk Management
| Scheme Name | Franklin India Small Cap Fund-Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.27% | 15.89% |
| Sharp | 0.93% | 0.84% |
| Beta | 0.81% | 0.79% |
| Alpha | 1.32% | 0.18% |
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 | 3.84 | 2.2 |
| Small Cap | 82.43 | 74.36 |
| Large Cap | 5.64 | - |
| Mid Cap | 8.1 | 23.44 |
Sector Allocation
| Scheme Name |
Franklin India Small Cap Fund-Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.53 | 1.8 |
| Consumer Cyclical | 20.09 | 18.62 |
| Financial Services | 17.93 | 21.14 |
| Technology | 7.98 | 7.78 |
| Industrials | 17.12 | 15.38 |
| Basic Materials | 10.48 | 15.07 |
| Healthcare | 10.96 | 11.44 |
| Energy | 1.02 | 0.73 |
| Utilities | 3.49 | 0.97 |
| Consumer Defensive | 3.71 | 5.66 |
| Real Estate | 4.69 | 1.43 |
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