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 | ₹647 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 | -2.18% | -2.72% |
| 6 Month | -1.11% | -0.05% |
| 1 Year | -5.89% | -10.92% |
| 3 Year | 20.36% | 16.1% |
| 5 Year | 25.16% | 24.13% |
SIP Return Analysis
| Scheme Name | Franklin India Small Cap Fund-Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | -1.24% | -2.18% |
| 1 Year | 4.49% | 0.67% |
| 3 Year | 12.42% | 11.65% |
| 5 Year | 18.1% | 16.21% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Small Cap Fund-Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Year | 14.41% | 10.36% |
| 3 Year | 17.11% | 23.47% |
| 5 Year | 19.7% | 22.46% |
Risk Management
| Scheme Name | Franklin India Small Cap Fund-Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 14.27% | 18.26% |
| Sharp | 0.93% | 0.64% |
| Beta | 0.81% | 0.88% |
| Alpha | 1.32% | -2.83% |
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 | 3.84 | 7.13 |
| Small Cap | 82.43 | 82.03 |
| Large Cap | 5.64 | 4.3 |
| Mid Cap | 8.1 | 6.54 |
Sector Allocation
| Scheme Name |
Franklin India Small Cap Fund-Growth |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 2.53 | 3.11 |
| Consumer Cyclical | 20.09 | 14.55 |
| Financial Services | 17.93 | 7.05 |
| Technology | 7.98 | 7.49 |
| Industrials | 17.12 | 30.11 |
| Basic Materials | 10.48 | 14.97 |
| Healthcare | 10.96 | 7.15 |
| Energy | 1.02 | - |
| Utilities | 3.49 | 6.09 |
| Consumer Defensive | 3.71 | 8.55 |
| Real Estate | 4.69 | 0.02 |
| Communication Services | - | 0.9 |
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