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

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

Link copied to clipboard!

Franklin India Small Cap Fund-Growth

Invest Now

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)	₹13266 Cr	₹66136 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	5%	3.62%
6 Month	9.4%	11.42%
1 Year	-2.6%	-1.32%
3 Year	22.46%	23.32%
5 Year	29.21%	32.94%

SIP Return Analysis

Scheme Name	Franklin India Small Cap Fund-Growth	Nippon India Small Cap Fund Regular Growth
6 Month	-0.3%	1.04%
1 Year	6.29%	9.76%
3 Year	15.13%	17.47%
5 Year	19.94%	22.59%

Rolling Lumpsum Returns

Scheme Name	Franklin India Small Cap Fund-Growth	Nippon India Small Cap Fund Regular Growth
1 Year	14.91%	16.7%
3 Year	16.76%	27.46%
5 Year	19.47%	23.03%

Risk Management

Scheme Name	Franklin India Small Cap Fund-Growth	Nippon India Small Cap Fund Regular Growth
Standard Deviation	14.27%	14.53%
Sharp	0.89%	0.96%
Beta	0.81%	0.82%
Alpha	1.25%	2.07%

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	7.32	8.72
Small Cap	78.9	66.09
Large Cap	5.52	11.94
Mid Cap	8.26	13.25

Sector Allocation

Scheme Name	Franklin India Small Cap Fund-Growth	Nippon India Small Cap Fund Regular Growth
Others	6.27	5.05
Industrials	16.67	20.82
Consumer Cyclical	19.1	15.14
Financial Services	16.38	14.81
Technology	7.13	7.7
Basic Materials	10.39	12.07
Healthcare	11.71	8.98
Energy	0.99	1.51
Utilities	3.14	2.67
Consumer Defensive	3.84	9.3
Real Estate	4.37	0.53
Communication Services	-	1.42

Top Comparisons

Tata Flexi Cap Fund -Regular Plan-Growth

3Y Returns16.7%

VS

HSBC Flexi Cap Fund - Regular Growth

3Y Returns20.69%

Compare Now

Motilal Oswal Multi Asset Fund - Regular Plan - Growth Option

3Y Returns5.18%

VS

Mirae Asset Multi Asset Allocation Fund-Reg (G)

3Y Returns0%

Compare Now

ITI Value Fund Regular - Growth

3Y Returns18.69%

VS

Canara Robeco Value Fund - Regular Plan - Growth Option

3Y Returns17.75%

Compare Now

Nippon India Small Cap Fund - Growth Plan - Bonus Option

3Y Returns%

VS

Baroda BNP Paribas Small Cap Fund - Regular (G)

3Y Returns0%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully