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) | ₹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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