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HSBC Small Cap Fund vs Franklin India Smaller Companies Fund compare
Franklin India Small Cap Fund-Growth
HSBC Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Small Cap Fund-Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Franklin India Small Cap Fund-Growth | HSBC Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹13302 Cr | ₹16536 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 13 Jan 2006 | 12 May 2014 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | BSE 250 SmallCap TRI |
| Turn Over | 14.47% | 15% |
| Expense Ratio | 1.76 | 1.67 |
| Manager | R Janakiraman | Venugopal Manghat |
| ISIN Code | INF090I01569 | INF917K01QC7 |
| 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 | HSBC 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 | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 2.48% | 3.58% |
| 6 Month | 17.18% | 18.41% |
| 1 Year | -9.06% | -8.57% |
| 3 Year | 21.14% | 18.55% |
| 5 Year | 29.86% | 30.55% |
SIP Return Analysis
| Scheme Name | Franklin India Small Cap Fund-Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 2.16% | 3.74% |
| 1 Year | 5.11% | 5.14% |
| 3 Year | 16.53% | 15.77% |
| 5 Year | 20.92% | 20.76% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Small Cap Fund-Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 15.03% | 16.64% |
| 3 Year | 16.39% | 22.95% |
| 5 Year | 19.17% | 16.64% |
Risk Management
| Scheme Name | Franklin India Small Cap Fund-Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 14.27% | 18.19% |
| Sharp | 0.96% | 0.68% |
| Beta | 0.8% | 0.91% |
| Alpha | 2.79% | -1.90% |
Fund Managers
| Scheme Name | Franklin India Small Cap Fund-Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Name | R Janakiraman | Venugopal Manghat |
| Total AUM | ₹50034 Cr | ₹41442 Cr |
| Funds Managed | 8 | 7 |
| Franklin India Small Cap Fund-Growth | HSBC Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Franklin India Small Cap Fund-Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 6.42 | 3.42 |
| Small Cap | 80.36 | 72.11 |
| Large Cap | 4.5 | 2.16 |
| Mid Cap | 8.72 | 22.31 |
Sector Allocation
| Scheme Name |
Franklin India Small Cap Fund-Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 5.85 | 3.42 |
| Industrials | 16.95 | 28.92 |
| Consumer Cyclical | 18.85 | 15.6 |
| Financial Services | 17.1 | 16.18 |
| Technology | 6.66 | 8.65 |
| Basic Materials | 10.14 | 11.06 |
| Healthcare | 12.14 | 7.18 |
| Energy | 0.96 | 0.9 |
| Utilities | 2.94 | - |
| Consumer Defensive | 3.86 | 4.31 |
| Real Estate | 4.57 | 3.79 |
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