Motilal Oswal 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 Motilal Oswal Small Cap Fund - Regular (G)

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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 Motilal Oswal Small Cap Fund - Regular (G)
Fund Franklin India Smaller Companies Fund-Growth Motilal Oswal Small Cap Fund - Regular (G)
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹13944 Cr ₹2832 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 13 Jan 2006 26 Dec 2023
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Smallcap 250 TRI NIFTY Smallcap 250 TRI
Turn Over 14.47% %
Expense Ratio 1.74 1.92
Manager R Janakiraman Rakesh Shetty
ISIN Code INF090I01569 INF247L01BV9
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 Motilal Oswal Small Cap Fund - Regular Plan - 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 Motilal Oswal Small Cap Fund - Regular (G)
1 Month 5.09% 9.83%
6 Month 1.33% 23.74%
1 Year 24.41% -
3 Year 26.19% -
5 Year 29.58% -

SIP Return Analysis

Scheme Name Franklin India Smaller Companies Fund-Growth Motilal Oswal Small Cap Fund - Regular (G)
6 Month - -
1 Year 17.42% -
3 Year 32.6% -
5 Year 33.7% -

Rolling Lumpsum Returns

Scheme Name Franklin India Smaller Companies Fund-Growth Motilal Oswal Small Cap Fund - Regular (G)
1 Year 16.01% -
3 Year 15.25% -
5 Year 15.78% -

Risk Management

Scheme Name Franklin India Smaller Companies Fund-Growth Motilal Oswal Small Cap Fund - Regular (G)
Standard Deviation 14.27% -
Sharp 1.21% -
Beta 0.75% -
Alpha 5.29% -

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Fund Managers

Scheme Name Franklin India Smaller Companies Fund-Growth Motilal Oswal Small Cap Fund - Regular (G)
Name R Janakiraman Rakesh Shetty
Total AUM ₹50034 Cr ₹33886 Cr
Fund Manage 8 19
Franklin India Smaller Companies Fund-Growth Motilal Oswal Small Cap Fund - Regular (G)

Market Cap

Scheme Name

Franklin India Smaller Companies Fund-Growth

Motilal Oswal Small Cap Fund - Regular (G)

Others 5.42 2.75
Small Cap 78.12 79.21
Large Cap 4.74 5.76
Mid Cap 11.71 12.3

Sector Allocation

Scheme Name

Franklin India Smaller Companies Fund-Growth

Motilal Oswal Small Cap Fund - Regular (G)

Others 5.42 2.75
Realty 4.72 1.01
Industrial Manufacturing 5.21 6.24
Consumer Durables 7.11 12.2
Banks 10.26 3.34
Entertainment 0.3 -
IT - Software 4.45 4.04
Transport Services 0.87 -
Electrical Equipment 0.9 12.86
Pharmaceuticals & Biotechnology 5.15 1.58
Chemicals & Petrochemicals 6.34 6.01
Commercial Services & Supplies 1.94 1.95
Aerospace & Defense 1.12 2.77
Healthcare Services 3.92 6.18
Industrial Products 7.9 5.82
IT - Services 1.2 -
Finance 2.8 3.9
Textiles & Apparels 1.78 -
Oil 0.86 -
Power 2.14 -
Gas 0.56 -
Retailing 1.23 7.91
Auto Components 6.05 5.15
Construction 2.58 2.53
Cement & Cement Products 1.72 -
Financial Technology (Fintech) 0.85 -
Agricultural Food & other Products 1.39 3.23
Capital Markets 4.09 2.22
Food Products 0.52 2.3
Personal Products 1.39 -
Other Utilities 1.35 4.19
Household Products 1.08 -
Leisure Services 2.79 1.84

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