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) | ₹13529 Cr | ₹16203 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 | -3.24% | -2.45% |
| 6 Month | -7.39% | -7.67% |
| 1 Year | -8.97% | -11.99% |
| 3 Year | 19.29% | 17.97% |
| 5 Year | 22.57% | 24.12% |
SIP Return Analysis
| Scheme Name | Franklin India Small Cap Fund-Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -2.14% | -2.28% |
| 1 Year | 1.88% | 2.06% |
| 3 Year | 9.95% | 9% |
| 5 Year | 16.57% | 15.8% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Small Cap Fund-Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 14.36% | 15.24% |
| 3 Year | 17.18% | 22.35% |
| 5 Year | 19.86% | 17.1% |
Risk Management
| Scheme Name | Franklin India Small Cap Fund-Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 14.27% | 18.31% |
| Sharp | 0.84% | 0.66% |
| Beta | 0.81% | 0.90% |
| Alpha | 1.62% | -0.89% |
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 | 6.92 | 4.94 |
| Small Cap | 80.98 | 74.91 |
| Large Cap | 5.16 | 2.01 |
| Mid Cap | 6.95 | 18.14 |
Sector Allocation
| Scheme Name |
Franklin India Small Cap Fund-Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 3.71 | 2.15 |
| Consumer Cyclical | 20.24 | 17.14 |
| Financial Services | 17.68 | 20.3 |
| Technology | 8.83 | 10.63 |
| Industrials | 17.66 | 23.58 |
| Basic Materials | 9.81 | 7.05 |
| Healthcare | 10.61 | 9.46 |
| Energy | 0 | 0.86 |
| Utilities | 3.38 | - |
| Consumer Defensive | 3.8 | 4.24 |
| Real Estate | 4.28 | 4.6 |
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