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HDFC Small Cap Fund vs Franklin India Smaller Companies Fund compare
Franklin India Small Cap Fund-Growth
HDFC Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Small Cap Fund-Growth | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Franklin India Small Cap Fund-Growth | HDFC Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹13302 Cr | ₹36294 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 13 Jan 2006 | 03 Apr 2008 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | BSE 250 SmallCap TRI |
| Turn Over | 14.47% | 10.02% |
| Expense Ratio | 1.76 | 1.57 |
| Manager | R Janakiraman | Dhruv Muchhal |
| ISIN Code | INF090I01569 | INF179KA1RZ8 |
| 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 | HDFC 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 | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 2.48% | 2.68% |
| 6 Month | 17.18% | 24.65% |
| 1 Year | -9.06% | -0.04% |
| 3 Year | 21.14% | 22.26% |
| 5 Year | 29.86% | 30.97% |
SIP Return Analysis
| Scheme Name | Franklin India Small Cap Fund-Growth | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 2.16% | 7.65% |
| 1 Year | 5.11% | 18.5% |
| 3 Year | 16.53% | 19.59% |
| 5 Year | 20.92% | 22.66% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Small Cap Fund-Growth | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 15.03% | 15.84% |
| 3 Year | 16.39% | 19.76% |
| 5 Year | 19.17% | 17.3% |
Risk Management
| Scheme Name | Franklin India Small Cap Fund-Growth | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 14.27% | 15.29% |
| Sharp | 0.96% | 0.99% |
| Beta | 0.8% | 0.76% |
| Alpha | 2.79% | 3.13% |
Fund Managers
| Scheme Name | Franklin India Small Cap Fund-Growth | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| Name | R Janakiraman | Dhruv Muchhal |
| Total AUM | ₹50034 Cr | ₹520687 Cr |
| Funds Managed | 8 | 40 |
| Franklin India Small Cap Fund-Growth | HDFC Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Franklin India Small Cap Fund-Growth |
HDFC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 6.42 | 9.49 |
| Small Cap | 80.36 | 78.55 |
| Large Cap | 4.5 | 3.74 |
| Mid Cap | 8.72 | 8.23 |
Sector Allocation
| Scheme Name |
Franklin India Small Cap Fund-Growth |
HDFC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 5.85 | 8.93 |
| Industrials | 16.95 | 23.59 |
| Consumer Cyclical | 18.85 | 18.21 |
| Financial Services | 17.1 | 11.31 |
| Technology | 6.66 | 13.07 |
| Basic Materials | 10.14 | 7.92 |
| Healthcare | 12.14 | 12.61 |
| Energy | 0.96 | - |
| Utilities | 2.94 | 0.36 |
| Consumer Defensive | 3.86 | 2.24 |
| Real Estate | 4.57 | - |
| Communication Services | - | 1.75 |
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