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) | ₹13529 Cr | ₹4235 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 | -2.81% | -1.42% |
| 6 Month | -5.22% | 0.69% |
| 1 Year | -7.76% | -2.22% |
| 3 Year | 20.58% | 25.6% |
| 5 Year | 23.34% | - |
SIP Return Analysis
| Scheme Name | Franklin India Small Cap Fund-Growth | Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -2.14% | 0.49% |
| 1 Year | 1.88% | 11.29% |
| 3 Year | 9.95% | 15.75% |
| 5 Year | 16.57% | - |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Small Cap Fund-Growth | Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.36% | 49.48% |
| 3 Year | 17.18% | - |
| 5 Year | 19.86% | - |
Risk Management
| Scheme Name | Franklin India Small Cap Fund-Growth | Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.27% | - |
| Sharp | 0.84% | - |
| Beta | 0.81% | - |
| Alpha | 1.62% | - |
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 | 6.92 | 9.93 |
| Small Cap | 80.98 | 73.13 |
| Large Cap | 5.16 | 4.5 |
| Mid Cap | 6.95 | 12.44 |
Sector Allocation
| Scheme Name |
Franklin India Small Cap Fund-Growth |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.71 | 6.25 |
| Consumer Cyclical | 20.24 | 18.3 |
| Financial Services | 17.68 | 17.87 |
| Technology | 8.83 | 6.55 |
| Industrials | 17.66 | 11.36 |
| Basic Materials | 9.81 | 13.19 |
| Healthcare | 10.61 | 11.25 |
| Energy | 0 | - |
| Utilities | 3.38 | 2.91 |
| Consumer Defensive | 3.8 | 8.91 |
| Real Estate | 4.28 | 2.56 |
| Communication Services | - | 0.86 |
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