LIC MF Small Cap Fund Regular vs Franklin India Smaller Companies Fund compare

Link copied to clipboard!

tortoise-icon Franklin India Smaller Companies Fund-Growth

Invest Now

tortoise-icon IDBI Small Cap Fund Growth Regular

Invest Now

tortoise-icon LIC MF Small Cap Fund Regular - Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name Franklin India Smaller Companies Fund-Growth IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth
Fund Franklin India Smaller Companies Fund-Growth IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Average Very High
Asset Size (Cr) ₹13944 Cr ₹386 Cr ₹386 Cr
Min Investment ₹5000 ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000 ₹1000
Min Addl Investment ₹1000 ₹500 ₹500
Launch Date 13 Jan 2006 21 Jun 2017 21 Jun 2017
Category Small Cap Small Cap Small Cap
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY Smallcap 250 TRI NIFTY Smallcap 250 TRI NIFTY Smallcap 250 TRI
Turn Over 14.47% 12% %
Expense Ratio 1.74 2.49 2.49
Manager R Janakiraman Yogesh Patil Yogesh Patil
ISIN Code INF090I01569 INF397L01JW3 INF397L01JW3
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 LIC MF Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 LIC MF 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 IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth
1 Month -7.09% -6.3% -6.3%
6 Month -7.06% 0.39% 0.39%
1 Year 11.49% 30.58% 30.58%
3 Year 21.17% 20.94% 20.94%
5 Year 26.07% 28.51% 28.51%

SIP Return Analysis

Scheme Name Franklin India Smaller Companies Fund-Growth IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth
6 Month - - -
1 Year 1.02% 19.91% 19.91%
3 Year 26.3% 29.23% 29.23%
5 Year 29.84% 31.2% 31.2%

Rolling Lumpsum Returns

Scheme Name Franklin India Smaller Companies Fund-Growth IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth
1 Year 16.01% 13.13% 13.13%
3 Year 15.25% 25% 25%
5 Year 15.78% 15.83% 15.83%

Risk Management

Scheme Name Franklin India Smaller Companies Fund-Growth IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth
Standard Deviation 14.27% 13.95% 13.95%
Sharp 1.12% 1.14% 1.14%
Beta 0.76% 0.75% 0.75%
Alpha 5.43% 4.57% 4.57%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Franklin India Smaller Companies Fund-Growth IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth
Name R Janakiraman Yogesh Patil Yogesh Patil
Total AUM ₹50034 Cr ₹5898 Cr ₹5898 Cr
Fund Manage 8 7 7
Franklin India Smaller Companies Fund-Growth IDBI Small Cap Fund Growth Regular LIC MF Small Cap Fund Regular - Growth

Market Cap

Scheme Name

Franklin India Smaller Companies Fund-Growth

IDBI Small Cap Fund Growth Regular

LIC MF Small Cap Fund Regular - Growth

Others 5.42 2.06 8.48
Small Cap 78.12 84.11 88.52
Large Cap 4.74 3.06 -
Mid Cap 11.71 10.8 3.03

Sector Allocation

Scheme Name

Franklin India Smaller Companies Fund-Growth

IDBI Small Cap Fund Growth Regular

LIC MF Small Cap Fund Regular - Growth

Others 5.42 2.06 3.8
Realty 4.72 3.11 -
Industrial Manufacturing 5.21 3.95 -
Consumer Durables 7.11 3.29 -
Banks 10.26 - -
Entertainment 0.3 1.98 -
IT - Software 4.45 1.61 -
Transport Services 0.87 3.71 -
Electrical Equipment 0.9 7.8 -
Pharmaceuticals & Biotechnology 5.15 4 -
Chemicals & Petrochemicals 6.34 4.35 -
Commercial Services & Supplies 1.94 - -
Aerospace & Defense 1.12 - -
Healthcare Services 3.92 3.31 -
Industrial Products 7.9 21.79 -
IT - Services 1.2 2.2 -
Finance 2.8 2.83 -
Textiles & Apparels 1.78 4.62 -
Oil 0.86 - -
Power 2.14 3.24 -
Gas 0.56 1.71 -
Retailing 1.23 3.69 -
Auto Components 6.05 3.59 -
Construction 2.58 2.43 5.28
Cement & Cement Products 1.72 - -
Financial Technology (Fintech) 0.85 - -
Agricultural Food & other Products 1.39 1.49 -
Capital Markets 4.09 1.72 -
Food Products 0.52 1.05 -
Personal Products 1.39 - -
Other Utilities 1.35 3.96 -
Household Products 1.08 - -
Leisure Services 2.79 1.5 -
Media - 0.41 -
Fertilizers & Agrochemicals - 1.12 -
Diversified FMCG - 0.91 -
Insurance - 0.54 -
Beverages - 2.06 -
Energy - - 3.65
Consumer Staples - - 2.7
Technology - - 3.07
Healthcare - - 5.94
Capital Goods - - 36.32
Textiles - - 3.24
Chemicals - - 5.92
Materials - - 10.42
Financial - - 2.51
Services - - 10.3
Consumer Discretionary - - 4.03
Metals & Mining - - 1.96
Automobile - - 0.89

Top Comparisons

BANDHAN Corporate Bond Fund - Regular Growth BANDHAN Corporate Bond Fund - Regular Growth

3Y Returns5.75%

VS

DSP Corporate Bond Fund - Regular - Growth DSP Corporate Bond Fund - Regular - Growth

3Y Returns5.47%

Compare Now

ICICI Pru Nifty50 Value 20 Index Fund - Reg (G) ICICI Pru Nifty50 Value 20 Index Fund - Reg (G)

3Y Returns0%

VS

Canara Robeco Value Fund - Regular Plan - Growth Option Canara Robeco Value Fund - Regular Plan - Growth Option

3Y Returns17.54%

Compare Now

Nippon India Consumption Fund-Growth Plan-Growth Option Nippon India Consumption Fund-Growth Plan-Growth Option

3Y Returns18.14%

VS

UTI India Consumer Fund - Regular Plan - Growth Option UTI India Consumer Fund - Regular Plan - Growth Option

3Y Returns11.12%

Compare Now

ICICI Prudential Bluechip Fund - Growth ICICI Prudential Bluechip Fund - Growth

3Y Returns14.92%

VS

UTI - Master Share-Growth Option UTI - Master Share-Growth Option

3Y Returns8.44%

Compare Now
Request call back
Add to Cart Successfully