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) | ₹13302 Cr | ₹64821 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 | -2.13% | -1.75% |
6 Month | 7.34% | 10.02% |
1 Year | -8.27% | -6.31% |
3 Year | 21.82% | 23.08% |
5 Year | 28.97% | 32.79% |
SIP Return Analysis
Scheme Name | Franklin India Small Cap Fund-Growth | Nippon India Small Cap Fund Regular Growth |
---|---|---|
6 Month | -1.23% | 1.01% |
1 Year | 2.82% | 7.88% |
3 Year | 14.06% | 16.89% |
5 Year | 19.23% | 22.19% |
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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