Mahindra Manulife Small Cap Fund vs Franklin India Smaller Companies Fund compare

Link copied to clipboard!

tortoise-icon Franklin India Smaller Companies Fund-Growth

Invest Now

tortoise-icon Mahindra Manulife Small Cap Fund - Regular Plan - 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 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) ₹14023 Cr ₹4563 Cr
Min Investment ₹5000 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 13 Jan 2006 05 Dec 2022
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY SMALLCAP 250 TRI BSE 250 SmallCap Index
Turn Over 14.47% 30%
Expense Ratio 1.73 1.8
Manager R Janakiraman Abhinav Khandelwal
ISIN Code INF090I01569 INF174V01BH3
Exits Load Exit load of 1% if redeemed within 1 year./365 Exit load of 1% if redeemed within 3 months/365

Trailing Lumpsum Returns

Scheme Name Franklin India Smaller Companies Fund-Growth Mahindra Manulife Small Cap Fund - Regular Plan - Growth
1 Month 5.22% 3.93%
6 Month 25.1% 28.6%
1 Year 46.37% 61.26%
3 Year 28.84% -
5 Year 31.59% -

SIP Return Analysis

Scheme Name Franklin India Smaller Companies Fund-Growth Mahindra Manulife Small Cap Fund - Regular Plan - Growth
6 Month - -
1 Year 23.83% 23.45%
3 Year 66.39% 44.33%
5 Year 138.64% 44.33%

Rolling Lumpsum Returns

Scheme Name Franklin India Smaller Companies Fund-Growth Mahindra Manulife Small Cap Fund - Regular Plan - Growth
1 Year 35.16% 41.24%
3 Year 97.88% 49.44%
5 Year 150.66% 49.44%

Risk Management

Scheme Name Franklin India Smaller Companies Fund-Growth Mahindra Manulife Small Cap Fund - Regular Plan - Growth
Standard Deviation 14.27% -
Sharp 1.5% -
Beta 0.74% -
Alpha 7.85% -

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 Mahindra Manulife Small Cap Fund - Regular Plan - Growth
Name R Janakiraman Abhinav Khandelwal
Total AUM ₹50034 Cr ₹5522 Cr
Fund Manage 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 4.94 7.63
Small Cap 78.46 70.89
Mid Cap 11.67 12.78
Large Cap 4.93 8.7

Sector Allocation

Scheme Name

Franklin India Smaller Companies Fund-Growth

Mahindra Manulife Small Cap Fund - Regular Plan - Growth

Others 4.61 6.66
Construction 9.35 2.2
Financial 16.09 -
Consumer Discretionary 7.54 -
Chemicals 4.42 -
Metals & Mining 3.03 -
Capital Goods 16.95 -
Healthcare 6.5 -
Services 8.59 -
Technology 6.04 -
Automobile 3.75 -
Consumer Staples 4.97 -
Materials 3.93 -
Textiles 1.51 -
Energy 2.72 -
Telecom - Services - 3.01
Gas - 2.87
Paper, Forest & Jute Products - 3.36
Realty - 2.98
Chemicals & Petrochemicals - 3.71
Cement & Cement Products - 4.53
Commercial Services & Supplies - 2.64
Power - 3.36
Finance - 6.55
Electrical Equipment - 6.21
Pharmaceuticals & Biotechnology - 7.31
Diversified - 1.88
Auto Components - 4.86
Petroleum Products - 1.79
Personal Products - 1.78
IT - Software - 1.74
Industrial Products - 5.85
Capital Markets - 2.44
Agricultural, Commercial & Construction Vehicles - 2.36
Leisure Services - 2.13
Textiles & Apparels - 2.12
Food Products - 1.26
IT - Services - 1.22
Ferrous Metals - 2
Household Products - 1.15
Retailing - 1.58
Industrial Manufacturing - 2.93
Transport Services - 1.81
Minerals & Mining - 0.94
Agricultural Food & other Products - 0.94
Media - 0.91
Consumer Durables - 1.37
Beverages - 0.74
Banks - 0.81

Top Comparisons

HSBC Focused Fund - Regular Growth HSBC Focused Fund - Regular Growth

3Y Returns18.37%

VS

Edelweiss Focused Fund - Regular Plan - Growth Edelweiss Focused Fund - Regular Plan - Growth

3Y Returns0%

Compare Now

ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth ICICI Prudential ELSS Tax Saver Fund (Tax Saving) - Growth

3Y Returns16.95%

VS

Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

3Y Returns25.84%

Compare Now

ICICI Prudential Infrastructure Fund - Growth ICICI Prudential Infrastructure Fund - Growth

3Y Returns39.15%

VS

Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth

3Y Returns31.24%

Compare Now

DSP Flexi Cap Fund - Regular Plan - Growth DSP Flexi Cap Fund - Regular Plan - Growth

3Y Returns15.92%

VS

Axis Flexi Cap Fund - Regular Plan - Growth Axis Flexi Cap Fund - Regular Plan - Growth

3Y Returns12.63%

Compare Now
Request call back
Add to Cart Successfully