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 HSBC Small Cap Fund compare

Link copied to clipboard!

tortoise-icon Franklin India Small Cap Fund-Growth

Invest Now

tortoise-icon HSBC 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 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) ₹13302 Cr ₹16536 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 3.69% 4.86%
6 Month 19.28% 20.72%
1 Year -8.33% -8.1%
3 Year 22.07% 19.91%
5 Year 28.38% 29.29%

SIP Return Analysis

Scheme Name Franklin India Small Cap Fund-Growth HSBC Small Cap Fund Regular Growth
6 Month 2.16% 3.74%
1 Year 5.11% 5.14%
3 Year 16.53% 15.77%
5 Year 20.92% 20.76%

Rolling Lumpsum Returns

Scheme Name Franklin India Small Cap Fund-Growth HSBC Small Cap Fund Regular Growth
1 Year 15.03% 16.64%
3 Year 16.39% 22.95%
5 Year 19.17% 16.64%

Risk Management

Scheme Name Franklin India Small Cap Fund-Growth HSBC Small Cap Fund Regular Growth
Standard Deviation 14.27% 18.19%
Sharp 0.96% 0.68%
Beta 0.8% 0.91%
Alpha 2.79% -1.90%

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 6.42 3.42
Small Cap 80.36 72.11
Large Cap 4.5 2.16
Mid Cap 8.72 22.31

Sector Allocation

Scheme Name

Franklin India Small Cap Fund-Growth

HSBC Small Cap Fund Regular Growth

Others 5.85 3.42
Industrials 16.95 28.92
Consumer Cyclical 18.85 15.6
Financial Services 17.1 16.18
Technology 6.66 8.65
Basic Materials 10.14 11.06
Healthcare 12.14 7.18
Energy 0.96 0.9
Utilities 2.94 -
Consumer Defensive 3.86 4.31
Real Estate 4.57 3.79

Top Comparisons

SBI Flexicap Fund - REGULAR PLAN -Growth Option SBI Flexicap Fund - REGULAR PLAN -Growth Option

3Y Returns12.99%

VS

Edelweiss Flexi Cap Fund - Regular Plan - Growth Option Edelweiss Flexi Cap Fund - Regular Plan - Growth Option

3Y Returns18.26%

Compare Now

HDFC Gold ETF Fund of Fund - Growth Option HDFC Gold ETF Fund of Fund - Growth Option

3Y Returns29.24%

VS

Aditya Birla Sun Life Gold Fund-Growth Aditya Birla Sun Life Gold Fund-Growth

3Y Returns29.23%

Compare Now

Franklin India Conservative Hybrid Fund - Growth Franklin India Conservative Hybrid Fund - Growth

3Y Returns9.57%

VS

Franklin India Conservative Hybrid Fund - Growth Franklin India Conservative Hybrid Fund - Growth

3Y Returns9.57%

Compare Now

INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth

3Y Returns16.39%

VS

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

3Y Returns13.49%

Compare Now
Add to Cart Successfully