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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) | ₹13790 Cr | ₹38412 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 | -0.67% | -1.31% |
| 6 Month | -0.21% | 5.8% |
| 1 Year | -1.28% | 5.65% |
| 3 Year | 21.29% | 21.92% |
| 5 Year | 26.08% | 27.77% |
SIP Return Analysis
| Scheme Name | Franklin India Small Cap Fund-Growth | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -0.49% | 0.79% |
| 1 Year | 6.86% | 15.41% |
| 3 Year | 13.73% | 16.14% |
| 5 Year | 18.78% | 20.04% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Small Cap Fund-Growth | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 14.56% | 15.06% |
| 3 Year | 16.96% | 19.99% |
| 5 Year | 19.69% | 17.66% |
Risk Management
| Scheme Name | Franklin India Small Cap Fund-Growth | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 14.27% | 15.31% |
| Sharp | 0.93% | 1.02% |
| Beta | 0.81% | 0.76% |
| Alpha | 1.32% | 2.98% |
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 | 3.84 | 11.15 |
| Small Cap | 82.43 | 74.68 |
| Large Cap | 5.64 | 5.15 |
| Mid Cap | 8.1 | 9.02 |
Sector Allocation
| Scheme Name |
Franklin India Small Cap Fund-Growth |
HDFC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 2.53 | 10.41 |
| Consumer Cyclical | 20.09 | 18.78 |
| Financial Services | 17.93 | 11.86 |
| Technology | 7.98 | 13.39 |
| Industrials | 17.12 | 21.41 |
| Basic Materials | 10.48 | 6.64 |
| Healthcare | 10.96 | 12.32 |
| Energy | 1.02 | - |
| Utilities | 3.49 | - |
| Consumer Defensive | 3.71 | 3.31 |
| Real Estate | 4.69 | - |
| Communication Services | - | 1.87 |
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