Mahindra Manulife Small Cap Fund vs Franklin India Smaller Companies Fund compare
Franklin India Small Cap Fund-Growth
Mahindra Manulife Small Cap Fund - Regular Plan - Growth
Chart Comparison
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) | ₹13825 Cr | ₹4053 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 | 2.48% | 3.37% |
6 Month | 17.18% | 19.4% |
1 Year | -9.06% | -9.14% |
3 Year | 21.14% | - |
5 Year | 29.86% | - |
SIP Return Analysis
Scheme Name | Franklin India Small Cap Fund-Growth | Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.16% | 4.94% |
1 Year | 5.11% | 9.74% |
3 Year | 16.53% | - |
5 Year | 20.92% | - |
Rolling Lumpsum Returns
Scheme Name | Franklin India Small Cap Fund-Growth | Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 15.03% | 53.3% |
3 Year | 16.39% | - |
5 Year | 19.17% | - |
Risk Management
Scheme Name | Franklin India Small Cap Fund-Growth | Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.27% | - |
Sharp | 0.96% | - |
Beta | 0.8% | - |
Alpha | 2.79% | - |
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 | 6.42 | 8.07 |
Small Cap | 80.36 | 72.08 |
Large Cap | 4.5 | 7.65 |
Mid Cap | 8.72 | 12.19 |
Sector Allocation
Scheme Name |
Franklin India Small Cap Fund-Growth |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 5.85 | 2.87 |
Industrials | 16.95 | 12.33 |
Consumer Cyclical | 18.85 | 20.54 |
Financial Services | 17.1 | 18.87 |
Technology | 6.66 | 6.45 |
Basic Materials | 10.14 | 16.35 |
Healthcare | 12.14 | 8.08 |
Energy | 0.96 | - |
Utilities | 2.94 | 3.63 |
Consumer Defensive | 3.86 | 8.42 |
Real Estate | 4.57 | 1.55 |
Communication Services | - | 0.91 |
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