Motilal Oswal Small Cap Fund vs Franklin India Smaller Companies Fund compare
Franklin India Smaller Companies Fund-Growth
Motilal Oswal Small Cap Fund - Regular (G)
Chart Comparison
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) | ₹12862 Cr | ₹4062 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 | 1.76 | 1.84 |
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 | 5.89% | 7.07% |
6 Month | -18.49% | -10.32% |
1 Year | 2.92% | 19.45% |
3 Year | 20.3% | - |
5 Year | 35.09% | - |
SIP Return Analysis
Scheme Name | Franklin India Smaller Companies Fund-Growth | Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
6 Month | -8.58% | -6.79% |
1 Year | -20.6% | -3.97% |
3 Year | 17.23% | - |
5 Year | 23.95% | - |
Rolling Lumpsum Returns
Scheme Name | Franklin India Smaller Companies Fund-Growth | Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
1 Year | 15.96% | 37.28% |
3 Year | 15.69% | - |
5 Year | 17.2% | - |
Risk Management
Scheme Name | Franklin India Smaller Companies Fund-Growth | Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
Standard Deviation | 14.27% | - |
Sharp | 0.71% | - |
Beta | 0.82% | - |
Alpha | 3.52% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Funds Managed | 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 | 5.86 | 9.06 |
Small Cap | 77.63 | 74.55 |
Large Cap | 5.37 | 6.88 |
Mid Cap | 11.15 | 9.51 |
Sector Allocation
Scheme Name |
Franklin India Smaller Companies Fund-Growth |
Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
Others | 7.09 | 4.92 |
Industrials | 22.06 | 22.27 |
Consumer Cyclical | 13.99 | 25.38 |
Financial Services | 19.04 | 11.69 |
Communication Services | 0.05 | 2.43 |
Technology | 5.35 | 5.32 |
Healthcare | 10.39 | 13.21 |
Basic Materials | 10.49 | 10.54 |
Energy | 0.92 | - |
Utilities | 2.37 | - |
Consumer Defensive | 3.48 | 4.25 |
Real Estate | 4.75 | - |
Top Comparisons
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns12.5%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns12.5%
ICICI Prudential MidCap Fund - Growth
3Y Returns18.6%
Axis Midcap Fund - Regular Plan - Growth
3Y Returns15.21%
BANDHAN Large Cap Fund - Regular Plan - Growth
3Y Returns13.61%
Aditya Birla Sun Life Frontline Equity Fund-Growth
3Y Returns13.69%
Axis Nifty 100 Index Fund - Regular Plan - Growth Option
3Y Returns11.5%
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
3Y Returns15.34%