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) | ₹13529 Cr | ₹5330 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 | 1.42% | 2.79% |
| 6 Month | -5.21% | -1.01% |
| 1 Year | -7.73% | -2.56% |
| 3 Year | 20.38% | 20.27% |
| 5 Year | 22.46% | 23.66% |
SIP Return Analysis
| Scheme Name | Franklin India Small Cap Fund-Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -1.8% | 0.97% |
| 1 Year | 2.55% | 11.03% |
| 3 Year | 9.72% | 13.68% |
| 5 Year | 16.24% | 17.31% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Small Cap Fund-Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.19% | 24.5% |
| 3 Year | 17.22% | 27.7% |
| 5 Year | 20.01% | 30.85% |
Risk Management
| Scheme Name | Franklin India Small Cap Fund-Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.27% | 14.15% |
| Sharp | 0.84% | 0.85% |
| Beta | 0.81% | 0.78% |
| Alpha | 1.62% | 1.43% |
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 | 2.95 | 2.51 |
| Small Cap | 84.72 | 67.44 |
| Large Cap | 5.16 | 1.07 |
| Mid Cap | 7.17 | 28.98 |
Sector Allocation
| Scheme Name |
Franklin India Small Cap Fund-Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.95 | 2.51 |
| Consumer Durables | 7.83 | 5.43 |
| Retailing | 4.54 | 4.62 |
| Banks | 11.83 | 10.99 |
| Leisure Services | 3.31 | 0.91 |
| IT - Software | 4.31 | 2.95 |
| Aerospace & Defense | 3.17 | 0.66 |
| Auto Components | 9.11 | 8.8 |
| Electrical Equipment | 0.39 | 3.55 |
| Transport Services | 1.23 | 1.17 |
| Ferrous Metals | 0.87 | - |
| Pharmaceuticals & Biotechnology | 5.18 | 5.01 |
| Chemicals & Petrochemicals | 5.32 | 6.27 |
| Industrial Manufacturing | 3.4 | 1.01 |
| Healthcare Services | 3.97 | 6.09 |
| Industrial Products | 5.87 | 7.62 |
| IT - Services | 0.76 | - |
| Financial Technology (Fintech) | 0.69 | - |
| Finance | 3.8 | 5.54 |
| Textiles & Apparels | 1.85 | 1.91 |
| Power | 2.71 | - |
| Gas | 0.66 | - |
| Miscellaneous | 0.59 | - |
| Cement & Cement Products | 2.45 | 2.59 |
| Agricultural Food & other Products | 2.24 | - |
| Personal Products | 1.07 | 0.39 |
| Other Utilities | 0.61 | - |
| Construction | 1.4 | 2.12 |
| Household Products | 0.49 | - |
| Realty | 4.28 | 1.4 |
| Capital Markets | 2.06 | 4.88 |
| Entertainment | 0.16 | - |
| Commercial Services & Supplies | 0.9 | 2.16 |
| Food Products | - | 2.81 |
| Insurance | - | 3 |
| Paper, Forest & Jute Products | - | 0.69 |
| Automobiles | - | 0.8 |
| Other Consumer Services | - | 0.14 |
| Fertilizers & Agrochemicals | - | 1.32 |
| Agricultural, Commercial & Construction Vehicles | - | 0.44 |
| Beverages | - | 2.22 |
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