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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) | ₹13238 Cr | ₹15969 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 | -0.44% | -2.04% |
| 6 Month | -9.03% | -11.26% |
| 1 Year | -3.76% | -9.04% |
| 3 Year | 19.44% | 17.17% |
| 5 Year | 21.29% | 22.58% |
SIP Return Analysis
| Scheme Name | Franklin India Small Cap Fund-Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -3.63% | -5.66% |
| 1 Year | -2.14% | -5.45% |
| 3 Year | 7.59% | 5.38% |
| 5 Year | 15.09% | 13.4% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Small Cap Fund-Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 14.06% | 15.08% |
| 3 Year | 17.28% | 22.21% |
| 5 Year | 20.09% | 17.17% |
Risk Management
| Scheme Name | Franklin India Small Cap Fund-Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 14.27% | 14.69% |
| Sharp | 0.82% | 0.71% |
| Beta | 0.81% | 0.89% |
| Alpha | 0.96% | -1.18% |
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 | 7.76 | 8.13 |
| Small Cap | 79.93 | 71.77 |
| Large Cap | 5.24 | 2.09 |
| Mid Cap | 7.06 | 18.01 |
Sector Allocation
| Scheme Name |
Franklin India Small Cap Fund-Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 2.94 | 1.11 |
| Consumer Cyclical | 20.17 | 17.27 |
| Financial Services | 18.12 | 22.65 |
| Technology | 8.86 | 9.63 |
| Industrials | 17.73 | 23.28 |
| Basic Materials | 10.16 | 7.84 |
| Healthcare | 10.61 | 10 |
| Utilities | 3.44 | - |
| Consumer Defensive | 3.71 | 4.39 |
| Real Estate | 4.25 | 3.01 |
| Energy | - | 0.82 |
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