Mahindra Manulife Small Cap Fund vs Franklin India Smaller Companies Fund compare
Franklin India Smaller Companies Fund-Growth
Mahindra Manulife Small Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Franklin India Smaller Companies Fund-Growth | Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
---|---|---|
Fund | Franklin India Smaller Companies Fund-Growth | Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹12862 Cr | ₹3541 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 Smaller Companies Fund-Growth | Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
---|---|---|
1 Month | 8.72% | 7% |
6 Month | -3.21% | -6.28% |
1 Year | 5.31% | 4.35% |
3 Year | 26.83% | - |
5 Year | 35.72% | - |
SIP Return Analysis
Scheme Name | Franklin India Smaller Companies Fund-Growth | Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | -2.32% | -4.43% |
1 Year | -14.97% | -19.24% |
3 Year | 16.89% | - |
5 Year | 22.7% | - |
Rolling Lumpsum Returns
Scheme Name | Franklin India Smaller Companies Fund-Growth | Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 15.96% | 60.56% |
3 Year | 15.69% | - |
5 Year | 17.2% | - |
Risk Management
Scheme Name | Franklin India Smaller Companies Fund-Growth | Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.27% | - |
Sharp | 0.82% | - |
Beta | 0.82% | - |
Alpha | 3.82% | - |
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Fund Managers
Scheme Name | Franklin India Smaller Companies 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 Smaller Companies Fund-Growth | Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Franklin India Smaller Companies Fund-Growth |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 7.22 | 6.92 |
Small Cap | 75.89 | 66.97 |
Large Cap | 6.8 | 14.39 |
Mid Cap | 10.08 | 11.72 |
Sector Allocation
Scheme Name |
Franklin India Smaller Companies Fund-Growth |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 7.22 | 6.92 |
Industrial Manufacturing | 4.55 | - |
Consumer Durables | 5.41 | - |
Banks | 12.08 | - |
Entertainment | 0.18 | - |
IT - Software | 4.51 | - |
Transport Services | 0.69 | - |
Electrical Equipment | 0.48 | - |
Pharmaceuticals & Biotechnology | 5.44 | - |
Retailing | 3.97 | - |
Chemicals & Petrochemicals | 6.92 | - |
Commercial Services & Supplies | 1.23 | - |
Aerospace & Defense | 0.88 | - |
Healthcare Services | 4.27 | - |
Cement & Cement Products | 3.04 | - |
Industrial Products | 5.95 | - |
IT - Services | 0.96 | - |
Finance | 3.2 | - |
Textiles & Apparels | 1.91 | - |
Oil | 0.93 | - |
Power | 2.23 | - |
Gas | 0.49 | - |
Auto Components | 5.41 | - |
Construction | 2.16 | - |
Financial Technology (Fintech) | 0.93 | - |
Agricultural Food & other Products | 1.42 | - |
Capital Markets | 2.75 | - |
Personal Products | 1.33 | - |
Other Utilities | 0.92 | - |
Household Products | 0.75 | - |
Realty | 4.55 | - |
Leisure Services | 3.23 | - |
Energy | - | 3.57 |
Consumer Cyclical | - | 15.07 |
Industrials | - | 24.3 |
Healthcare | - | 4.86 |
Basic Materials | - | 15.5 |
Technology | - | 4.3 |
Consumer Defensive | - | 8.1 |
Financial Services | - | 7.88 |
Communication Services | - | 3 |
Real Estate | - | 2.27 |
Utilities | - | 4.22 |
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