Compare Franklin India Smaller Companies Direct Fund Growth vs HDFC Small Cap Fund Direct Growth

Home>Mutual Funds>Compare>Compare Franklin India Smaller Companies Direct Fund Growth with HDFC Small Cap Fund Direct Growth

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Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
cancelFranklin India Smaller Companies Direct Fund GrowthEquity
Small Cap
2.0 star
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cancelHDFC Small Cap Fund Direct  GrowthEquity
Small Cap
3.0 star
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Franklin India Smaller Companies Direct Fund Growth

(-4.9%)

HDFC Small Cap Fund Direct Growth

(-4.3%)

Fund Details

Risk	Moderately High	Moderately High	-
Min SIP Amount	₹500	₹500	-
Expense Ratio	1.09%	0.91%	-
NAV	₹50.8 (25-Sep-2020)	₹40.6 (25-Sep-2020)	-
Fund Started	01-Jan-2013	01-Jan-2013	-
Fund Size	₹5,702Cr	₹8,645Cr	-

Returns

1Y
-4.9%
-4.3%
-
3Y
-4.6%
0.8%
-
5Y
5.4%
9.3%
-

Pros & Cons

Pros
1. Lower expense ratio - 1.09%2. 3Y Returns are higher than the category average returns
1. Lower expense ratio - 0.94%2. 3Y Returns are higher than the category average returns
-

Cons
1. Risk-adjusted returns are lower compared to the category2. 1Y Returns are lower than the category average returns
1. Asset under management(AUM) is more than 5000 Crs. Returns tend to go low once AUM exceeds a certain amount2. Risk-adjusted returns are lower compared to the category3. 1Y Returns are lower than the category average returns
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Holding Analysis

Top 5
-
-
-
Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turn Over
-
-
-
Equity
-
-
-
Cash
-
-
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Top Holdings

Top 10 Holdings
Name
Assets
Deepak Nitrite Ltd.
6.3%
Infosys Ltd.
4.4%
HDFC Bank Ltd.
3.2%
Brigade Enterprises Ltd.
2.9%
Voltas Ltd.
2.8%
Nesco Ltd.
2.7%
Jyothy Labs Ltd.
2.6%
JB Chemicals & Pharmaceuticals Ltd.
2.5%
Vardhman Textiles Ltd.
2.5%
CCL Products (India) Ltd.
2.4%
Name
Assets
Bajaj Electricals Ltd.
4.0%
Firstsource Solutions Ltd.
3.8%
Aurobindo Pharma Ltd.
3.6%
Balkrishna Industries Ltd.
3.4%
Persistent Systems Ltd.
3.2%
Sonata Software Ltd.
3.1%
Atul Ltd.
2.8%
Tube Investments Of India Ltd.
2.5%
Procter & Gamble Health Ltd.
2.4%
Chambal Fertilisers & Chemicals Ltd.
2.4%
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Fund Manager

Name
R Janakiraman
Chirag Setalvad
-
Education
Mr. Janakiraman is a B.E and PGDM (Business Management).
Mr. Setalvad is a B. Sc and MBA from University of North Carolina.
-
Experience
Prior to joining Franklin Templeton Investments, he has worked with Indian Syntans Inv. Pvt. Ltd., Citicorp Information Tech Ltd. and UTI Securities Exchange Ltd.
Prior to joining HDFC AMC he has worked with New Vernon Advisory Services Ltd., HDFC AMC and ING Barings N.V.
-

About Fund

Description
Franklin Templeton Mutual Fund started their mutual fund on 19/02/1996 and its managing total assets of ₹95,716 Cr. Its ranked at 8 as per total assets at end of 30th Sep 2017.
HDFC Mutual Fund started their mutual fund on 30/06/2000 and its managing total assets of ₹2,70,046 Cr. Its ranked at 2 as per total assets at end of 30th Sep 2017.
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Launch Date
19 Feb 1996
30 Jun 2000
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Custodian
Hongkong & Shanghai Banking Corporation
Citibank NA
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Registrar & Transfer Agent
Templeton
Cams
-

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