Edelweiss Small Cap Fund vs Franklin India Smaller Companies Fund compare

Edelweiss Small Cap Fund vs Franklin India Smaller Companies Fund compare

Link copied to clipboard!

Franklin India Small Cap Fund-Growth

Invest Now

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 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)	₹13266 Cr	₹5057 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	3.38%	2.49%
6 Month	8.61%	11.58%
1 Year	-4.26%	-1.3%
3 Year	21.74%	20.25%
5 Year	29%	28.69%

SIP Return Analysis

Scheme Name	Franklin India Small Cap Fund-Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
6 Month	-2.43%	-0.65%
1 Year	1%	6.03%
3 Year	12.3%	14.47%
5 Year	18.14%	18.31%

Rolling Lumpsum Returns

Scheme Name	Franklin India Small Cap Fund-Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
1 Year	14.91%	26.11%
3 Year	16.76%	28.51%
5 Year	19.47%	32.22%

Risk Management

Scheme Name	Franklin India Small Cap Fund-Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
Standard Deviation	16.68%	15.89%
Sharp	0.88%	0.84%
Beta	0.81%	0.79%
Alpha	1.24%	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	7.32	2.78
Small Cap	78.9	73.32
Large Cap	5.52	-
Mid Cap	8.26	23.9

Sector Allocation

Scheme Name	Franklin India Small Cap Fund-Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
Others	6.27	2.68
Industrials	16.67	15.68
Consumer Cyclical	19.1	19.37
Financial Services	16.38	18.49
Technology	7.13	7.75
Basic Materials	10.39	15.33
Healthcare	11.71	12
Energy	0.99	0.71
Utilities	3.14	1.03
Consumer Defensive	3.84	5.89
Real Estate	4.37	1.06

Top Comparisons

SBI Healthcare Opportunities Fund - Regular Plan -Growth

3Y Returns24.41%

VS

Tata India Pharma & Healthcare Fund-Regular Plan-Growth

3Y Returns21.54%

Compare Now

HDFC Income Plus Arbitrage Active FOF - Growth

3Y Returns12.35%

VS

Tata Gold ETF Fund of Fund - Regular (G)

3Y Returns0%

Compare Now

ICICI Prudential Large & Mid Cap Fund - Growth

3Y Returns21.27%

VS

Motilal Oswal Large and Midcap Fund - Regular Plan Growth

3Y Returns27.5%

Compare Now

Nippon India Dynamic Bond Fund-Growth Plan-Growth Option

3Y Returns8.18%

VS

HSBC Dynamic Bond Fund - Regular Growth

3Y Returns7.07%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully