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) | ₹13302 Cr | ₹64821 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 | 2.48% | 2.79% |
6 Month | 17.18% | 18.78% |
1 Year | -9.06% | -6.14% |
3 Year | 21.14% | 21.91% |
5 Year | 29.86% | 32.92% |
SIP Return Analysis
Scheme Name | Franklin India Small Cap Fund-Growth | Nippon India Small Cap Fund Regular Growth |
---|---|---|
6 Month | 2.16% | 4.24% |
1 Year | 5.11% | 9.22% |
3 Year | 16.53% | 19.01% |
5 Year | 20.92% | 23.79% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Small Cap Fund-Growth | Nippon India Small Cap Fund Regular Growth |
---|---|---|
1 Year | 15.03% | 17.07% |
3 Year | 16.39% | 27.67% |
5 Year | 19.17% | 22.75% |
Risk Management
Scheme Name | Franklin India Small Cap Fund-Growth | Nippon India Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 14.27% | 14.53% |
Sharp | 0.96% | 0.98% |
Beta | 0.8% | 0.81% |
Alpha | 2.79% | 2.88% |
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 | 6.42 | 5.87 |
Small Cap | 80.36 | 69.2 |
Large Cap | 4.5 | 11.46 |
Mid Cap | 8.72 | 13.46 |
Sector Allocation
Scheme Name |
Franklin India Small Cap Fund-Growth |
Nippon India Small Cap Fund Regular Growth |
---|---|---|
Others | 5.85 | 4.32 |
Industrials | 16.95 | 22.6 |
Consumer Cyclical | 18.85 | 14.43 |
Financial Services | 17.1 | 15.03 |
Technology | 6.66 | 7.18 |
Basic Materials | 10.14 | 13.05 |
Healthcare | 12.14 | 8.85 |
Energy | 0.96 | 1.53 |
Utilities | 2.94 | 2.47 |
Consumer Defensive | 3.86 | 8.53 |
Real Estate | 4.57 | 0.59 |
Communication Services | - | 1.43 |
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