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 Small Cap 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 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) ₹13545 Cr ₹4580 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 2.14% 5.06%
6 Month -3.57% -1.95%
1 Year -3.59% 4.16%
3 Year 30.08% 27.17%
5 Year 34.42% 34.18%

SIP Return Analysis

Scheme Name Franklin India Small Cap Fund-Growth Edelweiss Small Cap Fund - Regular Plan - Growth
6 Month 12.45% 13.08%
1 Year 7.59% 11.47%
3 Year 22.49% 22.26%
5 Year 25.3% 24.42%

Rolling Lumpsum Returns

Scheme Name Franklin India Small Cap 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 Small Cap Fund-Growth Edelweiss Small Cap Fund - Regular Plan - Growth
Standard Deviation 14.27% 16.79%
Sharp 1.16% 0.94%
Beta 0.8% 0.81%
Alpha 4.42% -

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 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 7.42 4.18
Small Cap 78.3 67.46
Large Cap 5.86 -
Mid Cap 8.42 28.35

Sector Allocation

Scheme Name

Franklin India Small Cap Fund-Growth

Edelweiss Small Cap Fund - Regular Plan - Growth

Others 7.42 4.18
Industrials 18.72 15.11
Consumer Cyclical 16.33 16.21
Financial Services 18.38 20.64
Technology 6.37 8.85
Healthcare 11.28 10.29
Basic Materials 9.4 15.28
Energy 0.8 0.88
Utilities 2.74 -
Consumer Defensive 4.01 5.83
Real Estate 4.56 2.74

Top Comparisons

Invesco India Arbitrage Fund - Growth Option Invesco India Arbitrage Fund - Growth Option

3Y Returns7.07%

VS

Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth

3Y Returns6.84%

Compare Now

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

3Y Returns7.9%

VS

HDFC Floating Rate Debt Fund - Growth Option HDFC Floating Rate Debt Fund - Growth Option

3Y Returns8.15%

Compare Now

Nippon India Multi Asset Active FOF - Regular Plan - Growth Nippon India Multi Asset Active FOF - Regular Plan - Growth

3Y Returns22.43%

VS

Mirae Asset Equity allocator Fund Of Fund Regular Growth Mirae Asset Equity allocator Fund Of Fund Regular Growth

3Y Returns20.92%

Compare Now

Nippon India Aggressive Hybrid Fund - Regular - Growth Nippon India Aggressive Hybrid Fund - Regular - Growth

3Y Returns19.29%

VS

Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth

3Y Returns16.95%

Compare Now
Add to Cart Successfully