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 | 5.89% | 8.13% |
6 Month | -18.49% | -19.05% |
1 Year | 2.92% | 4.34% |
3 Year | 20.3% | 17.79% |
5 Year | 35.09% | 37.22% |
SIP Return Analysis
Scheme Name | Franklin India Smaller Companies Fund-Growth | HSBC Small Cap Fund Regular Growth |
---|---|---|
6 Month | -8.58% | -9.62% |
1 Year | -20.6% | -19.67% |
3 Year | 17.23% | 15.62% |
5 Year | 23.95% | 24.3% |
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 | 0.71% | 0.572% |
Beta | 0.82% | 0.882% |
Alpha | 3.52% | -0.639% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 5.86 | 3.74 |
Small Cap | 77.63 | 72.68 |
Large Cap | 5.37 | 2.59 |
Mid Cap | 11.15 | 21 |
Sector Allocation
Scheme Name |
Franklin India Smaller Companies Fund-Growth |
HSBC Small Cap Fund Regular Growth |
---|---|---|
Others | 7.09 | 6.47 |
Industrials | 22.06 | 27.7 |
Consumer Cyclical | 13.99 | 16.29 |
Financial Services | 19.04 | 14.59 |
Communication Services | 0.05 | - |
Technology | 5.35 | 9.98 |
Healthcare | 10.39 | 4.47 |
Basic Materials | 10.49 | 10.53 |
Energy | 0.92 | 1.4 |
Utilities | 2.37 | - |
Consumer Defensive | 3.48 | 3.38 |
Real Estate | 4.75 | 5.2 |
Top Comparisons
HSBC Flexi Cap Fund - Regular Growth
3Y Returns15.42%
DSP Flexi Cap Fund - Regular Plan - Growth
3Y Returns15.85%
Tata India Consumer Fund-Regular Plan-Growth
3Y Returns17%
Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)
3Y Returns17.62%
LIC MF Ultra Short Term Fund Regular - Growth
3Y Returns6.02%
UTI Ultra Short Duration Fund- Regular Plan - Growth Option
3Y Returns6.36%
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option
3Y Returns5.15%
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth
3Y Returns13.24%