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Franklin India Smaller Companies Fund vs HSBC Small Cap Fund compare

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tortoise-icon Franklin India Small Cap Fund-Growth

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tortoise-icon HSBC Small Cap Fund Regular Growth

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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) ₹13790 Cr ₹16548 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 3.07% 0.89%
6 Month 2.94% 4.9%
1 Year 0.12% -3.21%
3 Year 21.82% 19.56%
5 Year 27.17% 28.32%

SIP Return Analysis

Scheme Name Franklin India Small Cap Fund-Growth HSBC Small Cap Fund Regular Growth
6 Month -0.49% -1.58%
1 Year 6.86% 4.53%
3 Year 13.73% 12.21%
5 Year 18.78% 17.86%

Rolling Lumpsum Returns

Scheme Name Franklin India Small Cap Fund-Growth HSBC Small Cap Fund Regular Growth
1 Year 14.56% 15.57%
3 Year 16.96% 22.55%
5 Year 19.69% 16.94%

Risk Management

Scheme Name Franklin India Small Cap Fund-Growth HSBC Small Cap Fund Regular Growth
Standard Deviation 14.27% 18.19%
Sharp 0.93% 0.73%
Beta 0.81% 0.90%
Alpha 1.32% -1.74%

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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