Franklin India Smaller Companies Fund vs HSBC Small Cap Fund compare
Franklin India Small Cap Fund-Growth
HSBC Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Small Cap Fund-Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Franklin India Small Cap Fund-Growth | HSBC Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹13266 Cr | ₹16041 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 13 Jan 2006 | 12 May 2014 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | BSE 250 SmallCap TRI |
| Turn Over | 14.47% | 15% |
| Expense Ratio | 1.76 | 1.67 |
| Manager | R Janakiraman | Venugopal Manghat |
| ISIN Code | INF090I01569 | INF917K01QC7 |
| 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 | HSBC 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 | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 3.71% | 2.85% |
| 6 Month | 7.98% | 9.7% |
| 1 Year | -1.2% | -3.31% |
| 3 Year | 22.28% | 20.2% |
| 5 Year | 28.96% | 29.81% |
SIP Return Analysis
| Scheme Name | Franklin India Small Cap Fund-Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -0.3% | -0.28% |
| 1 Year | 6.29% | 4.86% |
| 3 Year | 15.13% | 13.99% |
| 5 Year | 19.94% | 19.39% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Small Cap Fund-Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 14.91% | 15.99% |
| 3 Year | 16.76% | 22.74% |
| 5 Year | 19.47% | 16.77% |
Risk Management
| Scheme Name | Franklin India Small Cap Fund-Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 14.27% | 18.17% |
| Sharp | 0.89% | 0.69% |
| Beta | 0.81% | 0.91% |
| Alpha | 1.25% | -2.37% |
Fund Managers
| Scheme Name | Franklin India Small Cap Fund-Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Name | R Janakiraman | Venugopal Manghat |
| Total AUM | ₹50034 Cr | ₹41442 Cr |
| Funds Managed | 8 | 7 |
| Franklin India Small Cap Fund-Growth | HSBC Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Franklin India Small Cap Fund-Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 7.32 | 4.62 |
| Small Cap | 78.9 | 72.7 |
| Large Cap | 5.52 | 2.09 |
| Mid Cap | 8.26 | 20.58 |
Sector Allocation
| Scheme Name |
Franklin India Small Cap Fund-Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 6.27 | 3.9 |
| Industrials | 16.67 | 27.42 |
| Consumer Cyclical | 19.1 | 16.07 |
| Financial Services | 16.38 | 15.29 |
| Technology | 7.13 | 9.37 |
| Basic Materials | 10.39 | 10.54 |
| Healthcare | 11.71 | 8.27 |
| Energy | 0.99 | 0.87 |
| Utilities | 3.14 | - |
| Consumer Defensive | 3.84 | 4.6 |
| Real Estate | 4.37 | 3.67 |
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