Franklin India Smaller Companies Fund vs Quant Small Cap Fund compare
Franklin India Small Cap Fund-Growth
Quant Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Small Cap Fund-Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Franklin India Small Cap Fund-Growth | Quant Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹13529 Cr | ₹25183 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 13 Jan 2006 | 30 Oct 1996 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 14.47% | % |
| Expense Ratio | 1.76 | 1.6 |
| Manager | R Janakiraman | Sanjeev Sharma |
| ISIN Code | INF090I01569 | INF966L01AA0 |
| 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 | Quant 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 | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | -4.06% | -3.55% |
| 6 Month | -3.16% | 0.84% |
| 1 Year | -10.12% | -4.67% |
| 3 Year | 18.9% | 19.41% |
| 5 Year | 23.16% | 29.32% |
SIP Return Analysis
| Scheme Name | Franklin India Small Cap Fund-Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -4.43% | -3.67% |
| 1 Year | -1.77% | 1.14% |
| 3 Year | 9.66% | 11.52% |
| 5 Year | 16.55% | 18.81% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Small Cap Fund-Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 14.36% | 9.79% |
| 3 Year | 17.18% | 10.56% |
| 5 Year | 19.86% | 10.66% |
Risk Management
| Scheme Name | Franklin India Small Cap Fund-Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.82% | 18.497% |
| Sharp | 0.79% | 0.792% |
| Beta | 0.81% | 0.929% |
| Alpha | 1.54% | 1.342% |
Fund Managers
| Scheme Name | Franklin India Small Cap Fund-Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Name | R Janakiraman | Sanjeev Sharma |
| Total AUM | ₹50034 Cr | ₹39731 Cr |
| Funds Managed | 8 | 22 |
| Franklin India Small Cap Fund-Growth | Quant Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Franklin India Small Cap Fund-Growth |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 6.92 | 16.88 |
| Small Cap | 80.98 | 61.43 |
| Large Cap | 5.16 | 20.74 |
| Mid Cap | 6.95 | 0.95 |
Sector Allocation
| Scheme Name |
Franklin India Small Cap Fund-Growth |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 3.71 | 7.68 |
| Consumer Cyclical | 20.24 | 12.63 |
| Financial Services | 17.68 | 19.33 |
| Technology | 8.83 | 2.78 |
| Industrials | 17.66 | 6.74 |
| Basic Materials | 9.81 | 7.4 |
| Healthcare | 10.61 | 13.85 |
| Energy | 0 | 17.04 |
| Utilities | 3.38 | 2.95 |
| Consumer Defensive | 3.8 | 4.08 |
| Real Estate | 4.28 | 2.48 |
| Communication Services | - | 3.03 |
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