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) | ₹13825 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 | 2.48% | 2.56% |
6 Month | 17.18% | 15.18% |
1 Year | -9.06% | -9.69% |
3 Year | 21.14% | 23.1% |
5 Year | 29.86% | 34.63% |
SIP Return Analysis
Scheme Name | Franklin India Small Cap Fund-Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
6 Month | 2.16% | 2.89% |
1 Year | 5.11% | 5.97% |
3 Year | 16.53% | 17.33% |
5 Year | 20.92% | 23.26% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Small Cap Fund-Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
1 Year | 15.03% | 10.28% |
3 Year | 16.39% | 10.43% |
5 Year | 19.17% | 10.27% |
Risk Management
Scheme Name | Franklin India Small Cap Fund-Growth | Quant Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 14.27% | 18.497% |
Sharp | 0.96% | 0.792% |
Beta | 0.8% | 0.929% |
Alpha | 2.79% | 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 | 6.42 | 8.54 |
Small Cap | 80.36 | 67.91 |
Large Cap | 4.5 | 22.76 |
Mid Cap | 8.72 | 0.8 |
Sector Allocation
Scheme Name |
Franklin India Small Cap Fund-Growth |
Quant Small Cap Fund Regular Growth |
---|---|---|
Others | 5.85 | 3.95 |
Industrials | 16.95 | 6.88 |
Consumer Cyclical | 18.85 | 13.37 |
Financial Services | 17.1 | 19.4 |
Technology | 6.66 | 2.66 |
Basic Materials | 10.14 | 9.18 |
Healthcare | 12.14 | 14.44 |
Energy | 0.96 | 16.22 |
Utilities | 2.94 | 3.05 |
Consumer Defensive | 3.86 | 4.9 |
Real Estate | 4.57 | 2.92 |
Communication Services | - | 3.05 |
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