Franklin India Smaller Companies Fund vs Nippon India Small Cap Fund compare
Franklin India Small Cap Fund-Growth
Nippon India Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Small Cap Fund-Growth | Nippon India Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Franklin India Small Cap Fund-Growth | Nippon India Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹13266 Cr | ₹66136 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 13 Jan 2006 | 16 Sep 2010 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 14.47% | 23% |
| Expense Ratio | 1.76 | 1.41 |
| Manager | R Janakiraman | Tejas Sheth |
| ISIN Code | INF090I01569 | INF204K01HY3 |
| 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 | Nippon India 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 | Nippon India Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 1.62% | 0.12% |
| 6 Month | 7.1% | 9.52% |
| 1 Year | -5.17% | -5.46% |
| 3 Year | 20.89% | 21.86% |
| 5 Year | 27.9% | 31.8% |
SIP Return Analysis
| Scheme Name | Franklin India Small Cap Fund-Growth | Nippon India Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 1.15% | 1.99% |
| 1 Year | 8.24% | 11.55% |
| 3 Year | 14.99% | 17.17% |
| 5 Year | 19.61% | 22.06% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Small Cap Fund-Growth | Nippon India Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 14.91% | 16.7% |
| 3 Year | 16.76% | 27.46% |
| 5 Year | 19.47% | 23.03% |
Risk Management
| Scheme Name | Franklin India Small Cap Fund-Growth | Nippon India Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 14.27% | 14.53% |
| Sharp | 0.89% | 0.96% |
| Beta | 0.81% | 0.82% |
| Alpha | 1.25% | 2.07% |
Fund Managers
| Scheme Name | Franklin India Small Cap Fund-Growth | Nippon India Small Cap Fund Regular Growth |
|---|---|---|
| Name | R Janakiraman | Tejas Sheth |
| Total AUM | ₹50034 Cr | ₹89953 Cr |
| Funds Managed | 8 | 3 |
| Franklin India Small Cap Fund-Growth | Nippon India Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Franklin India Small Cap Fund-Growth |
Nippon India Small Cap Fund Regular Growth |
|---|---|---|
| Others | 7.32 | 8.72 |
| Small Cap | 78.9 | 66.09 |
| Large Cap | 5.52 | 11.94 |
| Mid Cap | 8.26 | 13.25 |
Sector Allocation
| Scheme Name |
Franklin India Small Cap Fund-Growth |
Nippon India Small Cap Fund Regular Growth |
|---|---|---|
| Others | 6.27 | 5.05 |
| Industrials | 16.67 | 20.82 |
| Consumer Cyclical | 19.1 | 15.14 |
| Financial Services | 16.38 | 14.81 |
| Technology | 7.13 | 7.7 |
| Basic Materials | 10.39 | 12.07 |
| Healthcare | 11.71 | 8.98 |
| Energy | 0.99 | 1.51 |
| Utilities | 3.14 | 2.67 |
| Consumer Defensive | 3.84 | 9.3 |
| Real Estate | 4.37 | 0.53 |
| Communication Services | - | 1.42 |
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