Franklin India Smaller Companies Fund vs HSBC Small Cap Fund compare
Franklin India Small Cap Fund-Growth
HSBC Small Cap Fund Regular Growth
Chart Comparison
Overview
Scheme Name | Franklin India Small Cap Fund-Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
Fund | Franklin India Small Cap Fund-Growth | HSBC Small Cap Fund Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹13995 Cr | ₹16909 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 13 Jan 2006 | 12 May 2014 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Smallcap 250 TRI | BSE 250 SmallCap TRI |
Turn Over | 14.47% | 15% |
Expense Ratio | 1.76 | 1.67 |
Manager | R Janakiraman | Venugopal Manghat |
ISIN Code | INF090I01569 | INF917K01QC7 |
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 | HSBC 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 | HSBC Small Cap Fund Regular Growth |
---|---|---|
1 Month | -0.11% | -0.79% |
6 Month | 7.48% | 5.25% |
1 Year | -4.75% | -3.08% |
3 Year | 26.22% | 23.16% |
5 Year | 33.13% | 34.13% |
SIP Return Analysis
Scheme Name | Franklin India Small Cap Fund-Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
6 Month | 8.94% | 9.89% |
1 Year | 6.93% | 5.85% |
3 Year | 20.5% | 18.96% |
5 Year | 23.89% | 23.54% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Small Cap Fund-Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
1 Year | 15.45% | 17.65% |
3 Year | 15.98% | 22.67% |
5 Year | 18.64% | 16.47% |
Risk Management
Scheme Name | Franklin India Small Cap Fund-Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 14.27% | 18.19% |
Sharp | 1.34% | 1.06% |
Beta | 0.81% | 0.90% |
Alpha | 3.22% | -1.28% |
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Fund Managers
Scheme Name | Franklin India Small Cap Fund-Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
Name | R Janakiraman | Venugopal Manghat |
Total AUM | ₹50034 Cr | ₹41442 Cr |
Funds Managed | 8 | 7 |
Franklin India Small Cap Fund-Growth | HSBC Small Cap Fund Regular Growth |
Market Cap
Scheme Name |
Franklin India Small Cap Fund-Growth |
HSBC Small Cap Fund Regular Growth |
---|---|---|
Others | 5.67 | 3.42 |
Small Cap | 80.17 | 72.11 |
Large Cap | 5.94 | 2.16 |
Mid Cap | 8.22 | 22.31 |
Sector Allocation
Scheme Name |
Franklin India Small Cap Fund-Growth |
HSBC Small Cap Fund Regular Growth |
---|---|---|
Others | 5.67 | 3.42 |
Industrials | 17.76 | 28.92 |
Consumer Cyclical | 17.77 | 15.6 |
Financial Services | 19.22 | 16.18 |
Technology | 6.38 | 8.65 |
Healthcare | 11.03 | 7.18 |
Basic Materials | 9.91 | 11.06 |
Energy | 0.96 | 0.9 |
Utilities | 2.87 | - |
Consumer Defensive | 3.77 | 4.31 |
Real Estate | 4.65 | 3.79 |
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