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) | ₹13825 Cr | ₹4980 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 | -6% | -4.31% |
6 Month | 10.39% | 12.86% |
1 Year | -6.92% | 0.12% |
3 Year | 22.71% | 20.27% |
5 Year | 30.61% | 29.84% |
SIP Return Analysis
Scheme Name | Franklin India Small Cap Fund-Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.35% | 4.28% |
1 Year | -3.5% | 2.42% |
3 Year | 15.4% | 16.98% |
5 Year | 20.67% | 20.67% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Small Cap Fund-Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 15.03% | 27.09% |
3 Year | 16.39% | 28.8% |
5 Year | 19.17% | 32.52% |
Risk Management
Scheme Name | Franklin India Small Cap Fund-Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.27% | 15.78% |
Sharp | 1.14% | 0.95% |
Beta | 0.79% | 0.80% |
Alpha | 3.13% | -0.04% |
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 | 6.42 | 2.98 |
Small Cap | 80.36 | 72.62 |
Large Cap | 4.5 | - |
Mid Cap | 8.72 | 24.4 |
Sector Allocation
Scheme Name |
Franklin India Small Cap Fund-Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 5.85 | 2.87 |
Industrials | 16.95 | 16.64 |
Consumer Cyclical | 18.85 | 19.88 |
Financial Services | 17.1 | 17.79 |
Technology | 6.66 | 7.78 |
Basic Materials | 10.14 | 16.47 |
Healthcare | 12.14 | 10.62 |
Energy | 0.96 | 0.68 |
Utilities | 2.94 | 0.89 |
Consumer Defensive | 3.86 | 5.17 |
Real Estate | 4.57 | 1.21 |
Top Comparisons
HDFC Balanced Advantage Fund Regular Growth
3Y Returns18.76%
BANDHAN Balanced Advantage Fund Regular Plan Growth
3Y Returns10%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns15.51%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns15.51%
HDFC Medium Term Debt Fund - Growth Option
3Y Returns7.35%
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
3Y Returns9.39%
Nippon India Power & Infra Fund-Growth Plan -Growth Option
3Y Returns28.76%
Quant Infrastructure Fund - Growth Option
3Y Returns18.31%