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Franklin India Smaller Companies Fund vs HSBC Small Cap Fund compare
Franklin India Smaller Companies Fund-Growth
HSBC Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Smaller Companies Fund-Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Franklin India Smaller Companies Fund-Growth | HSBC Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹12862 Cr | ₹15453 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 Smaller Companies Fund-Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 4.23% | 1.18% |
| 6 Month | -10.97% | -14.22% |
| 1 Year | -1.89% | -3.31% |
| 3 Year | 20.7% | 17.64% |
| 5 Year | 33.47% | 34.26% |
SIP Return Analysis
| Scheme Name | Franklin India Smaller Companies Fund-Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -1.68% | -4.76% |
| 1 Year | -13.6% | -17.7% |
| 3 Year | 18.57% | 15.15% |
| 5 Year | 23.94% | 22.97% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Smaller Companies Fund-Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 15.96% | 19.2% |
| 3 Year | 15.69% | 23.02% |
| 5 Year | 17.2% | 15.83% |
Risk Management
| Scheme Name | Franklin India Smaller Companies Fund-Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 14.27% | 18.203% |
| Sharp | 0.7% | 0.572% |
| Beta | 0.81% | 0.882% |
| Alpha | 3.52% | -0.639% |
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Fund Managers
| Scheme Name | Franklin India Smaller Companies 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 Smaller Companies Fund-Growth | HSBC Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Franklin India Smaller Companies Fund-Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 7.04 | 3.74 |
| Small Cap | 75.47 | 72.68 |
| Large Cap | 6.63 | 2.59 |
| Mid Cap | 10.87 | 21 |
Sector Allocation
| Scheme Name |
Franklin India Smaller Companies Fund-Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 8.19 | 6.47 |
| Industrials | 19.62 | 27.7 |
| Consumer Cyclical | 14.7 | 16.29 |
| Financial Services | 19.73 | 14.59 |
| Communication Services | 0.05 | - |
| Technology | 4.9 | 9.98 |
| Healthcare | 10.79 | 4.47 |
| Basic Materials | 10.23 | 10.53 |
| Energy | 0.9 | 1.4 |
| Utilities | 2.57 | - |
| Consumer Defensive | 3.61 | 3.38 |
| Real Estate | 4.7 | 5.2 |
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