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) | ₹13238 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 | -2.67% | -4.53% |
| 6 Month | -9.05% | -9.65% |
| 1 Year | -1.52% | -6.9% |
| 3 Year | 19.56% | 16.8% |
| 5 Year | 21.48% | 20.92% |
SIP Return Analysis
| Scheme Name | Franklin India Small Cap Fund-Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | -2.04% | -1.86% |
| 1 Year | 0.7% | 2.58% |
| 3 Year | 7.72% | 8.52% |
| 5 Year | 15.13% | 13.88% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Small Cap Fund-Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Year | 14.06% | 9.77% |
| 3 Year | 17.28% | 23.33% |
| 5 Year | 20.09% | 22.5% |
Risk Management
| Scheme Name | Franklin India Small Cap Fund-Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 14.27% | 13.95% |
| Sharp | 0.82% | 0.66% |
| Beta | 0.81% | 0.86% |
| Alpha | 0.96% | -1.56% |
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 | 7.76 | 11.67 |
| Small Cap | 79.93 | 79.14 |
| Large Cap | 5.24 | 3.56 |
| Mid Cap | 7.06 | 5.63 |
Sector Allocation
| Scheme Name |
Franklin India Small Cap Fund-Growth |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 2.94 | 2.69 |
| Consumer Cyclical | 20.17 | 13.83 |
| Financial Services | 18.12 | 7.68 |
| Technology | 8.86 | 4.87 |
| Industrials | 17.73 | 33.8 |
| Basic Materials | 10.16 | 14.45 |
| Healthcare | 10.61 | 7.57 |
| Utilities | 3.44 | 4.78 |
| Consumer Defensive | 3.71 | 8.41 |
| Real Estate | 4.25 | 0.78 |
| Communication Services | - | 1.15 |
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