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Axis Small Cap Fund vs Franklin India Smaller Companies Fund compare
Franklin India Smaller Companies Fund-Growth
Axis Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Smaller Companies Fund-Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Franklin India Smaller Companies Fund-Growth | Axis Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹12862 Cr | ₹23139 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 13 Jan 2006 | 29 Nov 2013 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 14.47% | 5% |
| Expense Ratio | 1.76 | 1.61 |
| Manager | R Janakiraman | Shreyash Devalkar |
| ISIN Code | INF090I01569 | INF846K01K01 |
| 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 | Axis 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 | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 8.83% | 7.37% |
| 6 Month | -14.54% | -10.07% |
| 1 Year | 1.44% | 10.41% |
| 3 Year | 19.75% | 16.08% |
| 5 Year | 33.37% | 29.57% |
SIP Return Analysis
| Scheme Name | Franklin India Smaller Companies Fund-Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -4.13% | -2.01% |
| 1 Year | -16.08% | -6.08% |
| 3 Year | 17.95% | 16.77% |
| 5 Year | 23.88% | 21.32% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Smaller Companies Fund-Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 15.96% | 18.9% |
| 3 Year | 15.69% | 19.99% |
| 5 Year | 17.2% | 19.66% |
Risk Management
| Scheme Name | Franklin India Smaller Companies Fund-Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 14.27% | 11.78% |
| Sharp | 0.7% | 0.59% |
| Beta | 0.81% | 0.69% |
| Alpha | 3.52% | 1.2% |
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Fund Managers
| Scheme Name | Franklin India Smaller Companies Fund-Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Name | R Janakiraman | Shreyash Devalkar |
| Total AUM | ₹50034 Cr | ₹166770 Cr |
| Funds Managed | 8 | 14 |
| Franklin India Smaller Companies Fund-Growth | Axis Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Franklin India Smaller Companies Fund-Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 7.04 | 14 |
| Small Cap | 75.47 | 64.45 |
| Large Cap | 6.63 | 4.05 |
| Mid Cap | 10.87 | 17.51 |
Sector Allocation
| Scheme Name |
Franklin India Smaller Companies Fund-Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 8.19 | 13.78 |
| Industrials | 19.62 | 18.4 |
| Consumer Cyclical | 14.7 | 10.55 |
| Financial Services | 19.73 | 17.17 |
| Communication Services | 0.05 | 0.81 |
| Technology | 4.9 | 7.13 |
| Healthcare | 10.79 | 11.43 |
| Basic Materials | 10.23 | 10.58 |
| Energy | 0.9 | - |
| Utilities | 2.57 | 0.54 |
| Consumer Defensive | 3.61 | 4.76 |
| Real Estate | 4.7 | 4.85 |
Top Comparisons
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3Y Returns15.43%
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