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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) | ₹13529 Cr | ₹38020 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 | -0.34% | -1.49% |
| 6 Month | -8.02% | -4.38% |
| 1 Year | -6.49% | -0.5% |
| 3 Year | 19.44% | 19.26% |
| 5 Year | 21.25% | 23.09% |
SIP Return Analysis
| Scheme Name | Franklin India Small Cap Fund-Growth | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -1.8% | -1.52% |
| 1 Year | 2.55% | 10.02% |
| 3 Year | 9.72% | 12.55% |
| 5 Year | 16.24% | 17.69% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Small Cap Fund-Growth | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 14.13% | 14.65% |
| 3 Year | 17.25% | 20.01% |
| 5 Year | 20.02% | 17.75% |
Risk Management
| Scheme Name | Franklin India Small Cap Fund-Growth | HDFC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 14.27% | 15.17% |
| Sharp | 0.82% | 0.9% |
| Beta | 0.81% | 0.75% |
| Alpha | 0.96% | 2.04% |
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 | 6.92 | 11.69 |
| Small Cap | 80.98 | 73.73 |
| Large Cap | 5.16 | 5.67 |
| Mid Cap | 6.95 | 8.91 |
Sector Allocation
| Scheme Name |
Franklin India Small Cap Fund-Growth |
HDFC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 3.71 | 11.01 |
| Consumer Cyclical | 20.24 | 18.73 |
| Financial Services | 17.68 | 12.58 |
| Technology | 8.83 | 12.89 |
| Industrials | 17.66 | 20.79 |
| Basic Materials | 9.81 | 6.86 |
| Healthcare | 10.61 | 11.87 |
| Energy | 0 | - |
| Utilities | 3.38 | - |
| Consumer Defensive | 3.8 | 3.66 |
| Real Estate | 4.28 | - |
| Communication Services | - | 1.63 |
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