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 | 5.89% | 7.48% |
6 Month | -18.49% | -12.9% |
1 Year | 2.92% | 10.97% |
3 Year | 20.3% | 16.62% |
5 Year | 35.09% | 31.48% |
SIP Return Analysis
Scheme Name | Franklin India Smaller Companies Fund-Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
6 Month | -8.58% | -4.31% |
1 Year | -20.6% | -6.79% |
3 Year | 17.23% | 16.8% |
5 Year | 23.95% | 21.82% |
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 | 0.71% | 0.61% |
Beta | 0.82% | 0.68% |
Alpha | 3.52% | 1.37% |
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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 | 5.86 | 12.82 |
Small Cap | 77.63 | 65.82 |
Large Cap | 5.37 | 3.81 |
Mid Cap | 11.15 | 17.55 |
Sector Allocation
Scheme Name |
Franklin India Smaller Companies Fund-Growth |
Axis Small Cap Fund Regular Growth |
---|---|---|
Others | 7.09 | 12.57 |
Industrials | 22.06 | 19.69 |
Consumer Cyclical | 13.99 | 10.65 |
Financial Services | 19.04 | 16.73 |
Communication Services | 0.05 | 0.79 |
Technology | 5.35 | 7.39 |
Healthcare | 10.39 | 10.95 |
Basic Materials | 10.49 | 10.7 |
Energy | 0.92 | - |
Utilities | 2.37 | 0.55 |
Consumer Defensive | 3.48 | 4.7 |
Real Estate | 4.75 | 5.28 |
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