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) | ₹13995 Cr | ₹35781 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 | -0.96% | 1.41% |
6 Month | 8.03% | 12.51% |
1 Year | -6.47% | 1.86% |
3 Year | 25.46% | 25.89% |
5 Year | 33.1% | 33.3% |
SIP Return Analysis
Scheme Name | Franklin India Small Cap Fund-Growth | HDFC Small Cap Fund Regular Growth |
---|---|---|
6 Month | 8.94% | 12.45% |
1 Year | 6.93% | 16.33% |
3 Year | 20.5% | 21.52% |
5 Year | 23.89% | 24.41% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Small Cap Fund-Growth | HDFC Small Cap Fund Regular Growth |
---|---|---|
1 Year | 15.45% | 16.61% |
3 Year | 15.98% | 19.63% |
5 Year | 18.64% | 17.14% |
Risk Management
Scheme Name | Franklin India Small Cap Fund-Growth | HDFC Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 14.27% | 15.99% |
Sharp | 1.34% | 1.30% |
Beta | 0.81% | 0.80% |
Alpha | 3.22% | 2.79% |
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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 | 5.67 | 7.22 |
Small Cap | 80.17 | 80.6 |
Large Cap | 5.94 | 3.95 |
Mid Cap | 8.22 | 8.23 |
Sector Allocation
Scheme Name |
Franklin India Small Cap Fund-Growth |
HDFC Small Cap Fund Regular Growth |
---|---|---|
Others | 5.67 | 6.62 |
Industrials | 17.76 | 23.98 |
Consumer Cyclical | 17.77 | 17.8 |
Financial Services | 19.22 | 14.12 |
Technology | 6.38 | 13.89 |
Healthcare | 11.03 | 12.19 |
Basic Materials | 9.91 | 7.29 |
Energy | 0.96 | - |
Utilities | 2.87 | 0.37 |
Consumer Defensive | 3.77 | 1.93 |
Real Estate | 4.65 | - |
Communication Services | - | 1.81 |
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