LIC MF Small Cap Fund Regular vs Franklin India Smaller Companies Fund compare
Franklin India Small Cap Fund-Growth
LIC MF Small Cap Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Small Cap Fund-Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Fund | Franklin India Small Cap Fund-Growth | LIC MF Small Cap Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹13790 Cr | ₹619 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹200 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 13 Jan 2006 | 21 Jun 2017 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 14.47% | % |
| Expense Ratio | 1.76 | 2.42 |
| Manager | R Janakiraman | Yogesh Patil |
| ISIN Code | INF090I01569 | INF397L01JW3 |
| 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 | LIC MF 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 | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Month | -5.59% | -5.64% |
| 6 Month | -5.88% | -3.95% |
| 1 Year | -11.58% | -16.94% |
| 3 Year | 18.54% | 15.24% |
| 5 Year | 22.92% | 22.5% |
SIP Return Analysis
| Scheme Name | Franklin India Small Cap Fund-Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | -3.49% | -4.84% |
| 1 Year | 0.72% | -3.59% |
| 3 Year | 10.15% | 9.48% |
| 5 Year | 16.43% | 14.53% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Small Cap Fund-Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Year | 14.39% | 10.25% |
| 3 Year | 17.12% | 23.45% |
| 5 Year | 19.76% | 22.65% |
Risk Management
| Scheme Name | Franklin India Small Cap Fund-Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 14.27% | 18.47% |
| Sharp | 0.84% | 0.56% |
| Beta | 0.81% | 0.88% |
| Alpha | 1.62% | -2.38% |
Fund Managers
| Scheme Name | Franklin India Small Cap Fund-Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Name | R Janakiraman | Yogesh Patil |
| Total AUM | ₹50034 Cr | ₹5898 Cr |
| Funds Managed | 8 | 7 |
| Franklin India Small Cap Fund-Growth | LIC MF Small Cap Fund Regular - Growth |
Market Cap
| Scheme Name |
Franklin India Small Cap Fund-Growth |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 6.92 | 6.13 |
| Small Cap | 80.98 | 83.09 |
| Large Cap | 5.16 | 4.76 |
| Mid Cap | 6.95 | 6.02 |
Sector Allocation
| Scheme Name |
Franklin India Small Cap Fund-Growth |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 3.71 | 2.32 |
| Consumer Cyclical | 20.24 | 14.95 |
| Financial Services | 17.68 | 7.47 |
| Technology | 8.83 | 6.47 |
| Industrials | 17.66 | 31.13 |
| Basic Materials | 9.81 | 14.5 |
| Healthcare | 10.61 | 7.67 |
| Energy | 0 | - |
| Utilities | 3.38 | 5.39 |
| Consumer Defensive | 3.8 | 8.52 |
| Real Estate | 4.28 | 0.53 |
| Communication Services | - | 1.06 |
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