Franklin India Smaller Companies Fund vs HSBC Small Cap Fund compare
Franklin India Smaller Companies Fund-Growth
HSBC Small Cap Fund Regular Growth
Chart Comparison
Overview
Scheme Name | Franklin India Smaller Companies Fund-Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
Fund | Franklin India Smaller Companies Fund-Growth | HSBC Small Cap Fund Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹12862 Cr | ₹15453 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 Smaller Companies Fund-Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
1 Month | -6.6% | -7.09% |
6 Month | -21.6% | -21.98% |
1 Year | -0.77% | -0.38% |
3 Year | 19.68% | 16.4% |
5 Year | 26.17% | 27.45% |
SIP Return Analysis
Scheme Name | Franklin India Smaller Companies Fund-Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
6 Month | -15.42% | -17.59% |
1 Year | -29.04% | -30.92% |
3 Year | 13.68% | 10.81% |
5 Year | 22.14% | 21.73% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Smaller Companies Fund-Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
1 Year | 16.17% | 19.2% |
3 Year | 15.49% | 23.02% |
5 Year | 16.57% | 15.83% |
Risk Management
Scheme Name | Franklin India Smaller Companies Fund-Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 17.411% | 18.203% |
Sharp | 0.713% | 0.572% |
Beta | 0.833% | 0.882% |
Alpha | 1.96% | -0.639% |
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Fund Managers
Scheme Name | Franklin India Smaller Companies Fund-Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
Name | R Janakiraman | Venugopal Manghat |
Total AUM | ₹50034 Cr | ₹41442 Cr |
Fund Manage | 8 | 7 |
Franklin India Smaller Companies Fund-Growth | HSBC Small Cap Fund Regular Growth |
Market Cap
Scheme Name |
Franklin India Smaller Companies Fund-Growth |
HSBC Small Cap Fund Regular Growth |
---|---|---|
Others | 5.85823 | 3.73606 |
Small Cap | 77.6264 | 72.67612 |
Large Cap | 5.36667 | 2.59256 |
Mid Cap | 11.14869 | 20.99523 |
Sector Allocation
Scheme Name |
Franklin India Smaller Companies Fund-Growth |
HSBC Small Cap Fund Regular Growth |
---|---|---|
Others | 7.09186 | 6.46878 |
Industrials | 22.06209 | 27.70149 |
Consumer Cyclical | 13.98539 | 16.28569 |
Financial Services | 19.04415 | 14.58974 |
Communication Services | 0.05275 | - |
Technology | 5.35366 | 9.97862 |
Healthcare | 10.39491 | 4.46622 |
Basic Materials | 10.48854 | 10.53352 |
Energy | 0.9188 | 1.396 |
Utilities | 2.37275 | - |
Consumer Defensive | 3.48476 | 3.37769 |
Real Estate | 4.75033 | 5.20222 |
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