Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Nippon India Small Cap Fund vs Franklin India Smaller Companies Fund compare

Link copied to clipboard!

tortoise-icon Franklin India Small Cap Fund-Growth

Invest Now

tortoise-icon Nippon India Small Cap Fund Regular Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name Franklin India Small Cap Fund-Growth Nippon India Small Cap Fund Regular Growth
Fund Franklin India Small Cap Fund-Growth Nippon India Small Cap Fund Regular Growth
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹13238 Cr ₹68287 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 13 Jan 2006 16 Sep 2010
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Smallcap 250 TRI NIFTY Smallcap 250 TRI
Turn Over 14.47% 23%
Expense Ratio 1.76 1.41
Manager R Janakiraman Tejas Sheth
ISIN Code INF090I01569 INF204K01HY3
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 Nippon India Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Franklin India Small Cap Fund-Growth Nippon India Small Cap Fund Regular Growth
1 Month -4.6% -4.53%
6 Month -9.79% -7.45%
1 Year -2.55% 1.2%
3 Year 18.94% 20.67%
5 Year 21.17% 25.77%

SIP Return Analysis

Scheme Name Franklin India Small Cap Fund-Growth Nippon India Small Cap Fund Regular Growth
6 Month -8.76% -8.38%
1 Year -13.75% -11.04%
3 Year 3.81% 6.25%
5 Year 13% 15.27%

Rolling Lumpsum Returns

Scheme Name Franklin India Small Cap Fund-Growth Nippon India Small Cap Fund Regular Growth
1 Year 14.06% 15.81%
3 Year 17.28% 26.84%
5 Year 20.09% 23.58%

Risk Management

Scheme Name Franklin India Small Cap Fund-Growth Nippon India Small Cap Fund Regular Growth
Standard Deviation 14.27% 14.53%
Sharp 0.82% 0.92%
Beta 0.81% 0.81%
Alpha 0.96% 2.3%

Fund Managers

Scheme Name Franklin India Small Cap Fund-Growth Nippon India Small Cap Fund Regular Growth
Name R Janakiraman Tejas Sheth
Total AUM ₹50034 Cr ₹89953 Cr
Funds Managed 8 3
Franklin India Small Cap Fund-Growth Nippon India Small Cap Fund Regular Growth

Market Cap

Scheme Name

Franklin India Small Cap Fund-Growth

Nippon India Small Cap Fund Regular Growth

Others 7.76 13.16
Small Cap 79.93 61.67
Large Cap 5.24 13.65
Mid Cap 7.06 11.52

Sector Allocation

Scheme Name

Franklin India Small Cap Fund-Growth

Nippon India Small Cap Fund Regular Growth

Others 2.94 3.85
Consumer Cyclical 20.17 14.25
Financial Services 18.12 16.77
Technology 8.86 6.96
Industrials 17.73 19.8
Basic Materials 10.16 10.68
Healthcare 10.61 9.29
Utilities 3.44 3
Consumer Defensive 3.71 11.36
Real Estate 4.25 0.92
Energy - 1.86
Communication Services - 1.26

Top Comparisons

ITI Balanced Advantage Fund Regular - Growth ITI Balanced Advantage Fund Regular - Growth

3Y Returns10.92%

VS

PGIM India Balanced Advantage Fund - Regular Growth PGIM India Balanced Advantage Fund - Regular Growth

3Y Returns9.7%

Compare Now

ICICI Prudential MidCap Fund - Growth ICICI Prudential MidCap Fund - Growth

3Y Returns23.62%

VS

Invesco India Midcap Fund - Growth Option Invesco India Midcap Fund - Growth Option

3Y Returns25.78%

Compare Now

Franklin India Conservative Hybrid Fund - Growth Franklin India Conservative Hybrid Fund - Growth

3Y Returns9.17%

VS

Franklin India Conservative Hybrid Fund - Growth Franklin India Conservative Hybrid Fund - Growth

3Y Returns9.17%

Compare Now

Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

3Y Returns7.36%

VS

Mirae Asset Ultra Short Duration Fund Regular Growth Mirae Asset Ultra Short Duration Fund Regular Growth

3Y Returns7.21%

Compare Now
Add to Cart Successfully