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) | ₹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
3Y Returns12.99%
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
3Y Returns18.26%
HDFC Gold ETF Fund of Fund - Growth Option
3Y Returns29.24%
Aditya Birla Sun Life Gold Fund-Growth
3Y Returns29.23%
Franklin India Conservative Hybrid Fund - Growth
3Y Returns9.57%
Franklin India Conservative Hybrid Fund - Growth
3Y Returns9.57%
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
3Y Returns16.39%
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
3Y Returns13.49%