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 HDFC Small Cap Fund compare

Link copied to clipboard!

tortoise-icon Franklin India Small Cap Fund-Growth

Invest Now

tortoise-icon HDFC Small Cap Fund Regular 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 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) ₹13545 Cr ₹34032 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 13 Jan 2006 03 Apr 2008
Category Small Cap Small Cap
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 1.72% 3.84%
6 Month 5.76% 8.26%
1 Year -3.4% 3.34%
3 Year 28.73% 27.99%
5 Year 34.5% 34.24%

SIP Return Analysis

Scheme Name Franklin India Small Cap Fund-Growth HDFC Small Cap Fund Regular Growth
6 Month 11.45% 14.23%
1 Year 8.71% 15.53%
3 Year 21.54% 21.41%
5 Year 24.58% 24.47%

Rolling Lumpsum Returns

Scheme Name Franklin India Small Cap Fund-Growth HDFC Small Cap Fund Regular Growth
1 Year 15.45% 16.61%
3 Year 15.98% 19.63%
5 Year 18.64% 17.14%

Risk Management

Scheme Name Franklin India Small Cap Fund-Growth HDFC Small Cap Fund Regular Growth
Standard Deviation 14.27% 15.99%
Sharp 1.34% 1.30%
Beta 0.81% 0.80%
Alpha 3.22% 2.79%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 7.42 7.27
Small Cap 78.3 80.51
Large Cap 5.86 4.16
Mid Cap 8.42 8.05

Sector Allocation

Scheme Name

Franklin India Small Cap Fund-Growth

HDFC Small Cap Fund Regular Growth

Others 7.42 6.59
Industrials 18.72 23.88
Consumer Cyclical 16.33 18.3
Financial Services 18.38 13.4
Technology 6.37 14.28
Healthcare 11.28 12.17
Basic Materials 9.4 7.29
Energy 0.8 -
Utilities 2.74 0.35
Consumer Defensive 4.01 1.88
Real Estate 4.56 -
Communication Services - 1.87

Top Comparisons

SBI Infrastructure Fund -  Regular Plan - Growth SBI Infrastructure Fund - Regular Plan - Growth

3Y Returns28.7%

VS

Tata Infrastructure Fund-Regular Plan- Growth Option Tata Infrastructure Fund-Regular Plan- Growth Option

3Y Returns25.3%

Compare Now

INVESCO INDIA FOCUSED FUND - Growth INVESCO INDIA FOCUSED FUND - Growth

3Y Returns27.49%

VS

DSP Focused Fund - Regular Plan - Growth DSP Focused Fund - Regular Plan - Growth

3Y Returns21.78%

Compare Now

SBI Infrastructure Fund -  Regular Plan - Growth SBI Infrastructure Fund - Regular Plan - Growth

3Y Returns28.7%

VS

Nippon India Power & Infra Fund-Growth Plan -Growth Option Nippon India Power & Infra Fund-Growth Plan -Growth Option

3Y Returns35.2%

Compare Now

Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

3Y Returns20.49%

VS

Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth

3Y Returns16.24%

Compare Now
Add to Cart Successfully