Franklin India Smaller Companies Fund vs Axis Small Cap 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 |
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