Quant Small Cap Fund vs Franklin India Smaller Companies Fund compare
Franklin India Small Cap Fund-Growth
Quant Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Small Cap Fund-Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Franklin India Small Cap Fund-Growth | Quant Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹13266 Cr | ₹25183 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 13 Jan 2006 | 30 Oct 1996 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 14.47% | % |
| Expense Ratio | 1.76 | 1.6 |
| Manager | R Janakiraman | Sanjeev Sharma |
| ISIN Code | INF090I01569 | INF966L01AA0 |
| 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 | Quant 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 | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 3.38% | 2.69% |
| 6 Month | 8.61% | 10.29% |
| 1 Year | -4.26% | -3.46% |
| 3 Year | 21.74% | 24.07% |
| 5 Year | 29% | 33.66% |
SIP Return Analysis
| Scheme Name | Franklin India Small Cap Fund-Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -2.43% | 0.03% |
| 1 Year | 1% | 6.39% |
| 3 Year | 12.3% | 14.47% |
| 5 Year | 18.14% | 21.14% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Small Cap Fund-Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 14.91% | 10.2% |
| 3 Year | 16.76% | 10.46% |
| 5 Year | 19.47% | 10.35% |
Risk Management
| Scheme Name | Franklin India Small Cap Fund-Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 14.27% | 18.497% |
| Sharp | 0.89% | 0.792% |
| Beta | 0.81% | 0.929% |
| Alpha | 1.25% | 1.342% |
Fund Managers
| Scheme Name | Franklin India Small Cap Fund-Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Name | R Janakiraman | Sanjeev Sharma |
| Total AUM | ₹50034 Cr | ₹39731 Cr |
| Funds Managed | 8 | 22 |
| Franklin India Small Cap Fund-Growth | Quant Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Franklin India Small Cap Fund-Growth |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 7.32 | 16.55 |
| Small Cap | 78.9 | 63.1 |
| Large Cap | 5.52 | 19.83 |
| Mid Cap | 8.26 | 0.52 |
Sector Allocation
| Scheme Name |
Franklin India Small Cap Fund-Growth |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 6.27 | 9.04 |
| Industrials | 16.67 | 6.74 |
| Consumer Cyclical | 19.1 | 12.69 |
| Financial Services | 16.38 | 17.06 |
| Technology | 7.13 | 2.46 |
| Basic Materials | 10.39 | 8.01 |
| Healthcare | 11.71 | 14.71 |
| Energy | 0.99 | 16.38 |
| Utilities | 3.14 | 2.98 |
| Consumer Defensive | 3.84 | 4.41 |
| Real Estate | 4.37 | 2.61 |
| Communication Services | - | 2.91 |
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