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) | ₹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 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
3Y Returns28.7%
Tata Infrastructure Fund-Regular Plan- Growth Option
3Y Returns25.3%
INVESCO INDIA FOCUSED FUND - Growth
3Y Returns27.49%
DSP Focused Fund - Regular Plan - Growth
3Y Returns21.78%
SBI Infrastructure Fund - Regular Plan - Growth
3Y Returns28.7%
Nippon India Power & Infra Fund-Growth Plan -Growth Option
3Y Returns35.2%
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
3Y Returns20.49%
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
3Y Returns16.24%