Franklin India Smaller Companies Fund vs Edelweiss Small Cap Fund compare

Franklin India Smaller Companies Fund vs Edelweiss Small Cap Fund compare

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Franklin India Small Cap Fund-Growth

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Edelweiss Small Cap Fund - Regular Plan - Growth

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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)	₹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	1.62%	-0.19%
6 Month	7.1%	10.14%
1 Year	-5.17%	-2.96%
3 Year	20.89%	19.51%
5 Year	27.9%	27.75%

SIP Return Analysis

Scheme Name	Franklin India Small Cap Fund-Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
6 Month	0.03%	0.16%
1 Year	6.4%	8.72%
3 Year	13.88%	15.21%
5 Year	18.79%	18.48%

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%	15.89%
Sharp	0.89%	0.84%
Beta	0.81%	0.79%
Alpha	1.25%	0.18%

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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