Nippon India Small Cap Fund vs Franklin India Smaller Companies Fund compare
Franklin India Small Cap Fund-Growth
Nippon India Small Cap Fund Regular Growth
Chart Comparison
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 |
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