Axis Small Cap Fund vs Franklin India Smaller Companies Fund compare
Franklin India Smaller Companies Fund-Growth
Axis Small Cap Fund - Regular Plan - Growth
Chart Comparison
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 Risk | Very High Risk |
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 Plan - Growth |
---|---|---|
1 Month | -10.18% | -8.04% |
6 Month | -19.03% | -11.45% |
1 Year | -0.94% | 4.31% |
3 Year | 19.65% | 16.34% |
5 Year | 23.91% | 21.21% |
SIP Return Analysis
Scheme Name | Franklin India Smaller Companies Fund-Growth | Axis Small Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | -20.26% | -10.07% |
3 Year | 16.99% | 14.9% |
5 Year | 24.48% | 21.39% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Smaller Companies Fund-Growth | Axis Small Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 16.17% | 18.9% |
3 Year | 15.49% | 19.99% |
5 Year | 16.57% | 19.66% |
Risk Management
Scheme Name | Franklin India Smaller Companies Fund-Growth | Axis Small Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.27% | 11.78% |
Sharp | 0.89% | 0.74% |
Beta | 0.77% | 0.65% |
Alpha | 5.36% | 2.4% |
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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 | 5.42 | 13.11 |
Small Cap | 78.12 | 67.41 |
Large Cap | 4.74 | 4.27 |
Mid Cap | 11.71 | 15.27 |
Sector Allocation
Scheme Name |
Franklin India Smaller Companies Fund-Growth |
Axis Small Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 5.42 | 13.11 |
Realty | 4.72 | 5.26 |
Industrial Manufacturing | 5.21 | 2.67 |
Consumer Durables | 7.11 | 5.72 |
Banks | 10.26 | 3.86 |
Entertainment | 0.3 | - |
IT - Software | 4.45 | 3.86 |
Transport Services | 0.87 | 0.24 |
Electrical Equipment | 0.9 | 1.55 |
Pharmaceuticals & Biotechnology | 5.15 | 4.25 |
Chemicals & Petrochemicals | 6.34 | 7.64 |
Commercial Services & Supplies | 1.94 | 0.63 |
Aerospace & Defense | 1.12 | 1.38 |
Healthcare Services | 3.92 | 5.8 |
Industrial Products | 7.9 | 6.74 |
IT - Services | 1.2 | 1.17 |
Finance | 2.8 | 7.24 |
Textiles & Apparels | 1.78 | 0.39 |
Oil | 0.86 | - |
Power | 2.14 | - |
Gas | 0.56 | 0.55 |
Retailing | 1.23 | 1.29 |
Auto Components | 6.05 | 7.32 |
Construction | 2.58 | 2.83 |
Cement & Cement Products | 1.72 | 2.3 |
Financial Technology (Fintech) | 0.85 | 1.84 |
Agricultural Food & other Products | 1.39 | 2.83 |
Capital Markets | 4.09 | 5.62 |
Food Products | 0.52 | 1.61 |
Personal Products | 1.39 | - |
Other Utilities | 1.35 | - |
Household Products | 1.08 | 0.61 |
Leisure Services | 2.79 | 1.07 |
Non - Ferrous Metals | - | 0.41 |
Cigarettes & Tobacco Products | - | 0.27 |
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