Axis Small Cap Fund vs Franklin India Smaller Companies Fund compare

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tortoise-icon Franklin India Smaller Companies Fund-Growth

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tortoise-icon Axis Small Cap Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Franklin India Smaller Companies Fund-Growth Axis Small Cap Fund - Regular Plan - Growth
Fund Franklin India Smaller Companies Fund-Growth Axis Small Cap Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹14023 Cr ₹22263 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 13 Jan 2006 05 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 1.73 1.62
Manager R Janakiraman Shreyash Devalkar
ISIN Code INF090I01569 INF846K01K01
Exits Load Exit load of 1% if redeemed within 1 year./365 Exit load of 1% for investments beyond 10% if redeemed within 12 months/365

Trailing Lumpsum Returns

Scheme Name Franklin India Smaller Companies Fund-Growth Axis Small Cap Fund - Regular Plan - Growth
1 Month -0.75% 0.76%
6 Month 20.21% 24.33%
1 Year 43.38% 39.62%
3 Year 25.26% 21.26%
5 Year 31% 29.47%

SIP Return Analysis

Scheme Name Franklin India Smaller Companies Fund-Growth Axis Small Cap Fund - Regular Plan - Growth
6 Month - -
1 Year 23.83% 15.95%
3 Year 66.39% 43.23%
5 Year 138.64% 102.17%

Rolling Lumpsum Returns

Scheme Name Franklin India Smaller Companies Fund-Growth Axis Small Cap Fund - Regular Plan - Growth
1 Year 35.16% 29.67%
3 Year 97.88% 76.53%
5 Year 150.66% 110.45%

Risk Management

Scheme Name Franklin India Smaller Companies Fund-Growth Axis Small Cap Fund - Regular Plan - Growth
Standard Deviation 14.27% 11.78%
Sharp 1.35% 1.28%
Beta 0.74% 0.63%
Alpha 5.84% 3.75%

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Fund Managers

Scheme Name Franklin India Smaller Companies Fund-Growth Axis Small Cap Fund - Regular Plan - Growth
Name R Janakiraman Shreyash Devalkar
Total AUM ₹50034 Cr ₹166770 Cr
Fund Manage 8 14
Franklin India Smaller Companies Fund-Growth Axis Small Cap Fund - Regular Plan - Growth

Market Cap

Scheme Name

Franklin India Smaller Companies Fund-Growth

Axis Small Cap Fund - Regular Plan - Growth

Others 4.94 11.16
Small Cap 78.46 71.87
Large Cap 4.93 3.67
Mid Cap 11.67 13.3

Sector Allocation

Scheme Name

Franklin India Smaller Companies Fund-Growth

Axis Small Cap Fund - Regular Plan - Growth

Others 4.61 6.21
Financial 16.09 15.4
Metals & Mining 3.03 5.67
Services 8.59 6.9
Technology 6.04 6.4
Capital Goods 16.95 10.42
Healthcare 6.5 10.76
Materials 3.93 2.69
Textiles 1.51 0.18
Energy 2.72 0.58
Consumer Discretionary 7.54 5.78
Chemicals 4.42 7.09
Automobile 3.75 5.92
Construction 9.35 10.8
Consumer Staples 4.97 4.34
Insurance - 0.11
Diversified - 0.75

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