HSBC Small Cap Fund vs Franklin India Smaller Companies 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 | 8.83% | 7.26% |
6 Month | -14.54% | -18.49% |
1 Year | 1.44% | 1.62% |
3 Year | 19.75% | 16.42% |
5 Year | 33.37% | 34.32% |
SIP Return Analysis
Scheme Name | Franklin India Smaller Companies Fund-Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
6 Month | -4.13% | -7.47% |
1 Year | -16.08% | -20% |
3 Year | 17.95% | 14.61% |
5 Year | 23.88% | 23% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Smaller Companies Fund-Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
1 Year | 15.96% | 19.2% |
3 Year | 15.69% | 23.02% |
5 Year | 17.2% | 15.83% |
Risk Management
Scheme Name | Franklin India Smaller Companies Fund-Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 14.27% | 18.203% |
Sharp | 0.7% | 0.572% |
Beta | 0.81% | 0.882% |
Alpha | 3.52% | -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 |
Funds Managed | 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 | 7.04 | 3.74 |
Small Cap | 75.47 | 72.68 |
Large Cap | 6.63 | 2.59 |
Mid Cap | 10.87 | 21 |
Sector Allocation
Scheme Name |
Franklin India Smaller Companies Fund-Growth |
HSBC Small Cap Fund Regular Growth |
---|---|---|
Others | 8.19 | 6.47 |
Industrials | 19.62 | 27.7 |
Consumer Cyclical | 14.7 | 16.29 |
Financial Services | 19.73 | 14.59 |
Communication Services | 0.05 | - |
Technology | 4.9 | 9.98 |
Healthcare | 10.79 | 4.47 |
Basic Materials | 10.23 | 10.53 |
Energy | 0.9 | 1.4 |
Utilities | 2.57 | - |
Consumer Defensive | 3.61 | 3.38 |
Real Estate | 4.7 | 5.2 |
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