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Edelweiss Small Cap Fund vs Franklin India Smaller Companies Fund compare

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tortoise-icon Franklin India Smaller Companies Fund-Growth

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tortoise-icon Edelweiss Small Cap Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Franklin India Smaller Companies Fund-Growth Edelweiss Small Cap Fund - Regular Plan - Growth
Fund Franklin India Smaller Companies Fund-Growth Edelweiss Small Cap Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹12862 Cr ₹4171 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 13 Jan 2006 07 Feb 2019
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Smallcap 250 TRI NIFTY Smallcap 250 TRI
Turn Over 14.47% 18%
Expense Ratio 1.76 1.84
Manager R Janakiraman Trideep Bhattacharya
ISIN Code INF090I01569 INF754K01JJ4
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 Edelweiss Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Franklin India Smaller Companies Fund-Growth Edelweiss Small Cap Fund - Regular Plan - Growth
1 Month -6.6% -7.13%
6 Month -21.6% -18.35%
1 Year -0.77% 2.16%
3 Year 19.68% 16.39%
5 Year 26.17% 27.39%

SIP Return Analysis

Scheme Name Franklin India Smaller Companies Fund-Growth Edelweiss Small Cap Fund - Regular Plan - Growth
6 Month -15.42% -14.8%
1 Year -29.04% -24.32%
3 Year 13.68% 12.38%
5 Year 22.14% 21.05%

Rolling Lumpsum Returns

Scheme Name Franklin India Smaller Companies Fund-Growth Edelweiss Small Cap Fund - Regular Plan - Growth
1 Year 16.17% 30.2%
3 Year 15.49% 30.38%
5 Year 16.57% 31.61%

Risk Management

Scheme Name Franklin India Smaller Companies Fund-Growth Edelweiss Small Cap Fund - Regular Plan - Growth
Standard Deviation 14.27% 15.599%
Sharp 0.71% 0.8%
Beta 0.82% 0.803%
Alpha 3.52% 0.98%

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Fund Managers

Scheme Name Franklin India Smaller Companies Fund-Growth Edelweiss Small Cap Fund - Regular Plan - Growth
Name R Janakiraman Trideep Bhattacharya
Total AUM ₹50034 Cr ₹0 Cr
Fund Manage 8 9
Franklin India Smaller Companies Fund-Growth Edelweiss Small Cap Fund - Regular Plan - Growth

Market Cap

Scheme Name

Franklin India Smaller Companies Fund-Growth

Edelweiss Small Cap Fund - Regular Plan - Growth

Others 5.85823 3.1962
Small Cap 77.6264 67.63199
Large Cap 5.36667 0
Mid Cap 11.14869 29.17183

Sector Allocation

Scheme Name

Franklin India Smaller Companies Fund-Growth

Edelweiss Small Cap Fund - Regular Plan - Growth

Others 7.09186 3.1962
Industrials 22.06209 18.22388
Consumer Cyclical 13.98539 16.79436
Financial Services 19.04415 17.14725
Communication Services 0.05275 -
Technology 5.35366 11.49444
Healthcare 10.39491 11.41456
Basic Materials 10.48854 11.90214
Energy 0.9188 -
Utilities 2.37275 -
Consumer Defensive 3.48476 6.61282
Real Estate 4.75033 3.21437

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