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Edelweiss Small Cap Fund vs Franklin India Smaller Companies Fund compare

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tortoise-icon Franklin India Small Cap Fund-Growth

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

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Chart Comparison

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

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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