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) | ₹13545 Cr | ₹16061 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 | 2.71% | 3.8% |
6 Month | -2.66% | -6.38% |
1 Year | -3.42% | -3.23% |
3 Year | 30.2% | 26.73% |
5 Year | 34.57% | 34.94% |
SIP Return Analysis
Scheme Name | Franklin India Small Cap Fund-Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
6 Month | 12.4% | 13.23% |
1 Year | 9.43% | 8.35% |
3 Year | 22.07% | 20.28% |
5 Year | 25.05% | 24.65% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Small Cap Fund-Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
1 Year | 15.45% | 17.65% |
3 Year | 15.98% | 22.67% |
5 Year | 18.64% | 16.47% |
Risk Management
Scheme Name | Franklin India Small Cap Fund-Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 14.27% | 18.19% |
Sharp | 1.16% | 1.06% |
Beta | 0.8% | 0.90% |
Alpha | 4.42% | -1.28% |
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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 | 7.25 | 3.42 |
Small Cap | 78.44 | 72.11 |
Large Cap | 5.87 | 2.16 |
Mid Cap | 8.42 | 22.31 |
Sector Allocation
Scheme Name |
Franklin India Small Cap Fund-Growth |
HSBC Small Cap Fund Regular Growth |
---|---|---|
Others | 7.25 | 3.42 |
Industrial Manufacturing | 4.55 | - |
Consumer Durables | 6.03 | - |
Banks | 12 | - |
IT - Software | 4.87 | - |
Transport Services | 1.18 | - |
Electrical Equipment | 0.65 | - |
Pharmaceuticals & Biotechnology | 5.28 | - |
Retailing | 4.44 | - |
Chemicals & Petrochemicals | 6.43 | - |
Commercial Services & Supplies | 0.88 | - |
Aerospace & Defense | 1.1 | - |
Healthcare Services | 4.26 | - |
Industrial Products | 5.82 | - |
IT - Services | 0.91 | - |
Textiles & Apparels | 2.05 | - |
Oil | 0.8 | - |
Power | 2.26 | - |
Gas | 0.49 | - |
Auto Components | 5.46 | - |
Cement & Cement Products | 2.47 | - |
Financial Technology (Fintech) | 0.91 | - |
Agricultural Food & other Products | 2.13 | - |
Finance | 3.12 | - |
Capital Markets | 2.35 | - |
Personal Products | 1.19 | - |
Other Utilities | 0.95 | - |
Construction | 1.64 | - |
Household Products | 0.69 | - |
Realty | 4.56 | - |
Leisure Services | 3.1 | - |
Entertainment | 0.16 | - |
Consumer Defensive | - | 4.31 |
Financial Services | - | 16.18 |
Consumer Cyclical | - | 15.6 |
Healthcare | - | 7.18 |
Industrials | - | 28.92 |
Technology | - | 8.65 |
Basic Materials | - | 11.06 |
Real Estate | - | 3.79 |
Energy | - | 0.9 |
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