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) | ₹13790 Cr | ₹68572 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 | -4.02% | -2.89% |
| 6 Month | -5.38% | -1.86% |
| 1 Year | -11.24% | -8.81% |
| 3 Year | 18.58% | 20.09% |
| 5 Year | 23.63% | 27.89% |
SIP Return Analysis
| Scheme Name | Franklin India Small Cap Fund-Growth | Nippon India Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -3.49% | -2.53% |
| 1 Year | 0.72% | 5.22% |
| 3 Year | 10.15% | 12.95% |
| 5 Year | 16.43% | 19.04% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Small Cap Fund-Growth | Nippon India Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 14.39% | 16.02% |
| 3 Year | 17.12% | 27.12% |
| 5 Year | 19.76% | 23.3% |
Risk Management
| Scheme Name | Franklin India Small Cap Fund-Growth | Nippon India Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 14.27% | 14.53% |
| Sharp | 0.84% | 0.91% |
| Beta | 0.81% | 0.81% |
| Alpha | 1.62% | 2.54% |
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 | 3.84 | 8.57 |
| Small Cap | 82.43 | 65.95 |
| Large Cap | 5.64 | 12.6 |
| Mid Cap | 8.1 | 12.88 |
Sector Allocation
| Scheme Name |
Franklin India Small Cap Fund-Growth |
Nippon India Small Cap Fund Regular Growth |
|---|---|---|
| Others | 2.53 | 4.15 |
| Consumer Cyclical | 20.09 | 15.32 |
| Financial Services | 17.93 | 15.84 |
| Technology | 7.98 | 7.64 |
| Industrials | 17.12 | 20.62 |
| Basic Materials | 10.48 | 11.04 |
| Healthcare | 10.96 | 8.96 |
| Energy | 1.02 | 1.78 |
| Utilities | 3.49 | 2.56 |
| Consumer Defensive | 3.71 | 9.7 |
| Real Estate | 4.69 | 1.03 |
| Communication Services | - | 1.38 |
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