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) | ₹13238 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 | -0.44% | -3.21% |
| 6 Month | -9.03% | -8.06% |
| 1 Year | -3.76% | -3.19% |
| 3 Year | 19.44% | 18.15% |
| 5 Year | 21.3% | 26.29% |
SIP Return Analysis
| Scheme Name | Franklin India Small Cap Fund-Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -3.63% | -5.07% |
| 1 Year | -2.14% | -3.07% |
| 3 Year | 7.59% | 8.14% |
| 5 Year | 15.09% | 16.25% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Small Cap Fund-Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 14.06% | 9.75% |
| 3 Year | 17.28% | 10.59% |
| 5 Year | 20.09% | 10.7% |
Risk Management
| Scheme Name | Franklin India Small Cap Fund-Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 14.27% | 18.63% |
| Sharp | 0.82% | 0.83% |
| Beta | 0.81% | 0.84% |
| Alpha | 0.96% | 1.24% |
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 | 7.76 | 15.67 |
| Small Cap | 79.93 | 62.21 |
| Large Cap | 5.24 | 21.18 |
| Mid Cap | 7.06 | 0.94 |
Sector Allocation
| Scheme Name |
Franklin India Small Cap Fund-Growth |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 2.94 | 6.04 |
| Consumer Cyclical | 20.17 | 12.73 |
| Financial Services | 18.12 | 20.01 |
| Technology | 8.86 | 2.98 |
| Industrials | 17.73 | 6.72 |
| Basic Materials | 10.16 | 7.61 |
| Healthcare | 10.61 | 13.54 |
| Utilities | 3.44 | 4.75 |
| Consumer Defensive | 3.71 | 4.28 |
| Real Estate | 4.25 | 2.47 |
| Energy | - | 15.06 |
| Communication Services | - | 3.81 |
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