Franklin India Smaller Companies Fund vs Edelweiss Small Cap 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) | ₹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 | 0.38% | 0.13% |
| 6 Month | 5.61% | 8.26% |
| 1 Year | -2.76% | -0.3% |
| 3 Year | 22.22% | 20.32% |
| 5 Year | 28.65% | 28.29% |
SIP Return Analysis
| Scheme Name | Franklin India Small Cap Fund-Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -2.11% | 0.05% |
| 1 Year | 2.56% | 7.7% |
| 3 Year | 13.89% | 16.05% |
| 5 Year | 19.32% | 19.46% |
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 | 14.27% | 15.87% |
| Sharp | 0.89% | 0.81% |
| Beta | 0.81% | 0.80% |
| Alpha | 1.25% | -0.32% |
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 |
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