Mahindra Manulife Small Cap Fund vs Franklin India Smaller Companies Fund compare
Franklin India Smaller Companies Fund-Growth
Mahindra Manulife Small Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Franklin India Smaller Companies Fund-Growth | Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
---|---|---|
Fund | Franklin India Smaller Companies Fund-Growth | Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹12862 Cr | ₹3541 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 13 Jan 2006 | 12 Dec 2022 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Smallcap 250 TRI | BSE 250 SmallCap TRI |
Turn Over | 14.47% | 30% |
Expense Ratio | 1.76 | 1.85 |
Manager | R Janakiraman | Abhinav Khandelwal |
ISIN Code | INF090I01569 | INF174V01BH3 |
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 | Mahindra Manulife Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Franklin India Smaller Companies Fund-Growth | Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
---|---|---|
1 Month | 5.89% | 8.33% |
6 Month | -18.49% | -19.99% |
1 Year | 2.92% | 5.34% |
3 Year | 20.3% | - |
5 Year | 35.09% | - |
SIP Return Analysis
Scheme Name | Franklin India Smaller Companies Fund-Growth | Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | -8.58% | -7.46% |
1 Year | -20.6% | -17.23% |
3 Year | 17.23% | - |
5 Year | 23.95% | - |
Rolling Lumpsum Returns
Scheme Name | Franklin India Smaller Companies Fund-Growth | Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 15.96% | 60.56% |
3 Year | 15.69% | - |
5 Year | 17.2% | - |
Risk Management
Scheme Name | Franklin India Smaller Companies Fund-Growth | Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.27% | - |
Sharp | 0.71% | - |
Beta | 0.82% | - |
Alpha | 3.52% | - |
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Fund Managers
Scheme Name | Franklin India Smaller Companies Fund-Growth | Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
---|---|---|
Name | R Janakiraman | Abhinav Khandelwal |
Total AUM | ₹50034 Cr | ₹5522 Cr |
Funds Managed | 8 | 5 |
Franklin India Smaller Companies Fund-Growth | Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Franklin India Smaller Companies Fund-Growth |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 5.86 | 6.92 |
Small Cap | 77.63 | 66.97 |
Large Cap | 5.37 | 14.39 |
Mid Cap | 11.15 | 11.72 |
Sector Allocation
Scheme Name |
Franklin India Smaller Companies Fund-Growth |
Mahindra Manulife Small Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 7.09 | 6.92 |
Industrials | 22.06 | 24.3 |
Consumer Cyclical | 13.99 | 15.07 |
Financial Services | 19.04 | 7.88 |
Communication Services | 0.05 | 3 |
Technology | 5.35 | 4.3 |
Healthcare | 10.39 | 4.86 |
Basic Materials | 10.49 | 15.5 |
Energy | 0.92 | 3.57 |
Utilities | 2.37 | 4.22 |
Consumer Defensive | 3.48 | 8.1 |
Real Estate | 4.75 | 2.27 |
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