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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) | ₹13825 Cr | ₹618 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| 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 | -4.62% | -4.87% |
| 6 Month | 13.13% | 9.52% |
| 1 Year | -7.13% | -8.57% |
| 3 Year | 23.89% | 18.12% |
| 5 Year | 30.22% | 28.15% |
SIP Return Analysis
| Scheme Name | Franklin India Small Cap Fund-Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.35% | 0.4% |
| 1 Year | -3.5% | -9.06% |
| 3 Year | 15.4% | 13.45% |
| 5 Year | 20.67% | 18.54% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Small Cap Fund-Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Year | 15.03% | 12.25% |
| 3 Year | 16.39% | 23.93% |
| 5 Year | 19.17% | 21.05% |
Risk Management
| Scheme Name | Franklin India Small Cap Fund-Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 14.27% | 18.55% |
| Sharp | 1.14% | 0.78% |
| Beta | 0.79% | 0.91% |
| Alpha | 3.13% | -2.82% |
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 | 6.42 | 8.77 |
| Small Cap | 80.36 | 77.84 |
| Large Cap | 4.5 | 3.82 |
| Mid Cap | 8.72 | 9.57 |
Sector Allocation
| Scheme Name |
Franklin India Small Cap Fund-Growth |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 5.85 | 8.77 |
| Industrials | 16.95 | 31.47 |
| Consumer Cyclical | 18.85 | 14.94 |
| Financial Services | 17.1 | 6.74 |
| Technology | 6.66 | 6.07 |
| Basic Materials | 10.14 | 11.99 |
| Healthcare | 12.14 | 4.1 |
| Energy | 0.96 | - |
| Utilities | 2.94 | 6.52 |
| Consumer Defensive | 3.86 | 7.79 |
| Real Estate | 4.57 | 0.07 |
| Communication Services | - | 1.54 |
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