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

Compare FundsDetailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
HSBC Small Cap Fund Direct GrowthEquity
Small Cap
3.0
INVEST NOW
Franklin India Smaller Companies Direct Fund GrowthEquity
Small Cap
3.0
INVEST NOW
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HSBC Small Cap Fund Direct Growth

(35.8%)

Franklin India Smaller Companies Direct Fund Growth

(38.2%)

Fund Details

Risk	Very High	Very High	-
Min SIP Amount	₹1,000	₹500	-
Expense Ratio	0.71%	0.96%	-
NAV	₹67.3 (26-Sep-2023)	₹139.6 (26-Sep-2023)	-
Fund Started	12-May-2014	01-Jan-2013	-
Fund Size	₹11,549Cr	₹9,595Cr	-
Exit Load	For units in excess of 10% of the investment,1% will be charged for redemption within 1 year.	Exit load of 1% if redeemed within 1 year.	-

Returns

1Y
35.8%
38.2%
-
3Y
43.3%
40.0%
-
5Y
21.0%
19.6%
-

Pros & Cons

Pros
1. Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y2. Lower expense ratio: 0.71%3. Higher alpha: 10.13
The fund has generated returns higher than benchmark - NIFTY Smallcap 250 Total Return Index - in the last 3Y 
1. Lower expense ratio: 0.96%2. Consistently higher annualised returns than category average for the past 1Y and 3Y3. 1Y category rank: 44. Higher alpha: 8.36
The fund has generated returns higher than benchmark - NIFTY Smallcap 250 Total Return Index - in the last 3Y 
-

Cons
Found nothing so far.
1. 5Y annualised returns lower than category average by 1.02%
-

Holding Analysis

Top 5
-
-
-
Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turnover
-
-
-
Equity
-
-
-
Cash
-
-
-

Top Holdings

Top 10 Holdings
Name
Assets
Apar Industries Ltd.
3.3%
K.P.R. Mill Ltd.
3.3%
Kei Industries Ltd.
2.6%
Cera Sanitaryware Ltd.
2.5%
APL Apollo Tubes Ltd.
2.3%
EIH Ltd.
2.3%
KPIT Technologies Ltd.
2.2%
Sonata Software Ltd.
2.2%
Carborundum Universal Ltd.
2.1%
Mahindra Lifespace Developers Ltd.
2.1%
Name
Assets
Equitas Small Finance Bank Ltd.
4.5%
Brigade Enterprises Ltd.
3.6%
Deepak Nitrite Ltd.
3.2%
Kalyan Jewellers India Ltd.
3.1%
Jyothy Labs Ltd.
2.6%
JB Chemicals & Pharmaceuticals Ltd.
2.4%
KPIT Technologies Ltd.
2.3%
ICICI Bank Ltd.
2.3%
Karur Vysya Bank Ltd.
2.2%
Carborundum Universal Ltd.
2.1%
-

Fund Manager

Name
Venugopal Manghat
R Janakiraman
-
Education
Mr. Manghat is a B.Sc (Mathematics) and MBA (Finance).
Mr. Janakiraman is a B.E and PGDM (Business Management).
-
Experience
Prior to joining HSBC Mutual Fund, he has worked with L&T Mutual Fund, Tata Asset Management Ltd.
Prior to joining Franklin Templeton Investments, he has worked with Indian Syntans Inv. Pvt. Ltd., Citicorp Information Tech Ltd. and UTI Securities Exchange Ltd.
-

About Fund

Description
HSBC Mutual Fund started their mutual fund on 27/05/2002 and its managing total assets of Rs. 10,912 Cr. Its ranked at 23 as per total assets at end of 30th Sep 2017.
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.
-
Launch Date
27 May 2002
19 Feb 1996
-
Custodian
Citibank NA
Hongkong & Shanghai Banking Corporation
-
Registrar & Transfer Agent
Cams
Cams
-

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HSBC Small Cap Fund Direct Growth

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Bengaluru – 560103
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Compare Funds

Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis

HSBC Small Cap Fund Direct Growth

Franklin India Smaller Companies Direct Fund Growth

Add a fund

HSBC Small Cap Fund Direct Growth

Franklin India Smaller Companies Direct Fund Growth

1. Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y

2. Lower expense ratio: 0.71%

3. Higher alpha: 10.13 The fund has generated returns higher than benchmark - NIFTY Smallcap 250 Total Return Index - in the last 3Y

1. Lower expense ratio: 0.96%

2. Consistently higher annualised returns than category average for the past 1Y and 3Y

3. 1Y category rank: 4

4. Higher alpha: 8.36 The fund has generated returns higher than benchmark - NIFTY Smallcap 250 Total Return Index - in the last 3Y

Found nothing so far.

1. 5Y annualised returns lower than category average by 1.02%

Holding Analysis

Top Holdings

Popular Comparisons