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Franklin India Smaller Companies Fund vs HDFC Small Cap Fund compare
Franklin India Small Cap Fund-Growth
HDFC Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Small Cap Fund-Growth | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Franklin India Small Cap Fund-Growth | HDFC Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹13266 Cr | ₹36828 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 13 Jan 2006 | 03 Apr 2008 |
| Category | ELSS | ELSS |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | BSE 250 SmallCap TRI |
| Turn Over | 14.47% | 10.02% |
| Expense Ratio | 1.76 | 1.57 |
| Manager | R Janakiraman | Dhruv Muchhal |
| ISIN Code | INF090I01569 | INF179KA1RZ8 |
| 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 | HDFC Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Small Cap Fund-Growth | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 3.38% | 2.61% |
| 6 Month | 8.61% | 17.02% |
| 1 Year | -4.26% | 2.98% |
| 3 Year | 21.74% | 23.07% |
| 5 Year | 29% | 30.67% |
SIP Return Analysis
| Scheme Name | Franklin India Small Cap Fund-Growth | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -1.87% | 0.79% |
| 1 Year | 2.22% | 13.28% |
| 3 Year | 12.87% | 15.93% |
| 5 Year | 18.38% | 20.1% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Small Cap Fund-Growth | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 14.91% | 15.38% |
| 3 Year | 16.76% | 19.84% |
| 5 Year | 19.47% | 17.49% |
Risk Management
| Scheme Name | Franklin India Small Cap Fund-Growth | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.68% | 15.31% |
| Sharp | 0.88% | 1.02% |
| Beta | 0.81% | 0.76% |
| Alpha | 1.24% | 2.98% |
Fund Managers
| Scheme Name | Franklin India Small Cap Fund-Growth | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| Name | R Janakiraman | Dhruv Muchhal |
| Total AUM | ₹50034 Cr | ₹520687 Cr |
| Funds Managed | 8 | 40 |
| Franklin India Small Cap Fund-Growth | HDFC Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Franklin India Small Cap Fund-Growth |
HDFC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 7.32 | 10.74 |
| Small Cap | 78.9 | 75.89 |
| Large Cap | 5.52 | 4.65 |
| Mid Cap | 8.26 | 8.72 |
Sector Allocation
| Scheme Name |
Franklin India Small Cap Fund-Growth |
HDFC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 6.27 | 10.19 |
| Industrials | 16.67 | 22.54 |
| Consumer Cyclical | 19.1 | 19.02 |
| Financial Services | 16.38 | 11.35 |
| Technology | 7.13 | 12.85 |
| Basic Materials | 10.39 | 7.07 |
| Healthcare | 11.71 | 12.29 |
| Energy | 0.99 | - |
| Utilities | 3.14 | 0 |
| Consumer Defensive | 3.84 | 2.9 |
| Real Estate | 4.37 | - |
| Communication Services | - | 1.79 |
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