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) | ₹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% | - |
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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 |
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