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Mahindra Manulife Small Cap Fund vs Franklin India Smaller Companies Fund compare

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tortoise-icon Franklin India Small Cap Fund-Growth

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tortoise-icon Mahindra Manulife Small Cap Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Franklin India Small Cap Fund-Growth Mahindra Manulife Small Cap Fund - Regular Plan - Growth
Fund Franklin India Small Cap Fund-Growth Mahindra Manulife Small Cap Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹13995 Cr ₹4065 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 13 Jan 2006 12 Dec 2022
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Smallcap 250 TRI BSE 250 SmallCap TRI
Turn Over 14.47% 30%
Expense Ratio 1.76 1.85
Manager R Janakiraman Abhinav Khandelwal
ISIN Code INF090I01569 INF174V01BH3
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 Mahindra Manulife Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Franklin India Small Cap Fund-Growth Mahindra Manulife Small Cap Fund - Regular Plan - Growth
1 Month -0.96% -0.3%
6 Month 8.03% 9.48%
1 Year -6.47% -5.33%
3 Year 25.46% -
5 Year 33.1% -

SIP Return Analysis

Scheme Name Franklin India Small Cap Fund-Growth Mahindra Manulife Small Cap Fund - Regular Plan - Growth
6 Month 8.94% 9.34%
1 Year 6.93% 5.78%
3 Year 20.5% -
5 Year 23.89% -

Rolling Lumpsum Returns

Scheme Name Franklin India Small Cap Fund-Growth Mahindra Manulife Small Cap Fund - Regular Plan - Growth
1 Year 15.45% 57.26%
3 Year 15.98% -
5 Year 18.64% -

Risk Management

Scheme Name Franklin India Small Cap Fund-Growth Mahindra Manulife Small Cap Fund - Regular Plan - Growth
Standard Deviation 14.27% -
Sharp 1.34% -
Beta 0.81% -
Alpha 3.22% -

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Fund Managers

Scheme Name Franklin India Small Cap Fund-Growth Mahindra Manulife Small Cap Fund - Regular Plan - Growth
Name R Janakiraman Abhinav Khandelwal
Total AUM ₹50034 Cr ₹5522 Cr
Funds Managed 8 5
Franklin India Small Cap Fund-Growth Mahindra Manulife Small Cap Fund - Regular Plan - Growth

Market Cap

Scheme Name

Franklin India Small Cap Fund-Growth

Mahindra Manulife Small Cap Fund - Regular Plan - Growth

Others 5.67 7.08
Small Cap 80.17 71.65
Large Cap 5.94 8.96
Mid Cap 8.22 12.32

Sector Allocation

Scheme Name

Franklin India Small Cap Fund-Growth

Mahindra Manulife Small Cap Fund - Regular Plan - Growth

Others 5.67 1.85
Industrials 17.76 13.38
Consumer Cyclical 17.77 23.46
Financial Services 19.22 19.67
Technology 6.38 6.63
Healthcare 11.03 6.81
Basic Materials 9.91 16.66
Energy 0.96 -
Utilities 2.87 2.81
Consumer Defensive 3.77 6.75
Real Estate 4.65 1.02
Communication Services - 0.97

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