Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Franklin India Smaller Companies Fund vs Edelweiss Small Cap Fund compare

Link copied to clipboard!

tortoise-icon Franklin India Small Cap Fund-Growth

Invest Now

tortoise-icon Edelweiss Small Cap Fund - Regular Plan - Growth

Invest Now

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) ₹13238 Cr ₹5459 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 -2.67% -2.43%
6 Month -9.05% -4.11%
1 Year -1.52% 4.22%
3 Year 19.56% 19.85%
5 Year 21.48% 22.88%

SIP Return Analysis

Scheme Name Franklin India Small Cap Fund-Growth Edelweiss Small Cap Fund - Regular Plan - Growth
6 Month -2.04% 0.31%
1 Year 0.7% 9.38%
3 Year 7.72% 12.08%
5 Year 15.13% 16.35%

Rolling Lumpsum Returns

Scheme Name Franklin India Small Cap Fund-Growth Edelweiss Small Cap Fund - Regular Plan - Growth
1 Year 14.06% 24.37%
3 Year 17.28% 27.59%
5 Year 20.09% 30.38%

Risk Management

Scheme Name Franklin India Small Cap Fund-Growth Edelweiss Small Cap Fund - Regular Plan - Growth
Standard Deviation 16.87% 15.88%
Sharp 0.77% 0.83%
Beta 0.81% 0.79%
Alpha 0.87% 1.42%

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 7.76 7.91
Small Cap 79.93 69.36
Large Cap 5.24 -
Mid Cap 7.06 22.73

Sector Allocation

Scheme Name

Franklin India Small Cap Fund-Growth

Edelweiss Small Cap Fund - Regular Plan - Growth

Others 2.94 3.41
Consumer Cyclical 20.17 17.62
Financial Services 18.12 23.67
Technology 8.86 6.6
Industrials 17.73 15.41
Basic Materials 10.16 14.61
Healthcare 10.61 10.79
Utilities 3.44 -
Consumer Defensive 3.71 5.65
Real Estate 4.25 2.26

Top Comparisons

HDFC Consumption Fund - Regular (G) HDFC Consumption Fund - Regular (G)

3Y Returns0%

VS

Mirae Asset Great Consumer Fund - Regular Plan - Growth option Mirae Asset Great Consumer Fund - Regular Plan - Growth option

3Y Returns15.38%

Compare Now

Nippon India Gold Savings Fund-Growth plan- Growth Option Nippon India Gold Savings Fund-Growth plan- Growth Option

3Y Returns40.1%

VS

Edelweiss Gold and Silver ETF FOF - Regular Plan - Growth Edelweiss Gold and Silver ETF FOF - Regular Plan - Growth

3Y Returns57.51%

Compare Now

Franklin Build India Fund Growth Plan Franklin Build India Fund Growth Plan

3Y Returns26.7%

VS

Aditya Birla Sun Life Infrastructure Fund-Growth Aditya Birla Sun Life Infrastructure Fund-Growth

3Y Returns21.46%

Compare Now

HDFC Flexi Cap Fund - Growth Plan HDFC Flexi Cap Fund - Growth Plan

3Y Returns21.96%

VS

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

3Y Returns19.81%

Compare Now
Add to Cart Successfully