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 | 8.83% | 6.74% |
6 Month | -14.54% | -10.4% |
1 Year | 1.44% | 17.36% |
3 Year | 19.75% | - |
5 Year | 33.37% | - |
SIP Return Analysis
Scheme Name | Franklin India Smaller Companies Fund-Growth | Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
6 Month | -7.62% | -8.39% |
1 Year | -21.71% | -10.59% |
3 Year | 15.37% | - |
5 Year | 22.19% | - |
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 | 0.7% | - |
Beta | 0.81% | - |
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 | 7.04 | 9.06 |
Small Cap | 75.47 | 74.55 |
Large Cap | 6.63 | 6.88 |
Mid Cap | 10.87 | 9.51 |
Sector Allocation
Scheme Name |
Franklin India Smaller Companies Fund-Growth |
Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
Others | 8.19 | 4.92 |
Industrials | 19.62 | 22.27 |
Consumer Cyclical | 14.7 | 25.38 |
Financial Services | 19.73 | 11.69 |
Communication Services | 0.05 | 2.43 |
Technology | 4.9 | 5.32 |
Healthcare | 10.79 | 13.21 |
Basic Materials | 10.23 | 10.54 |
Energy | 0.9 | - |
Utilities | 2.57 | - |
Consumer Defensive | 3.61 | 4.25 |
Real Estate | 4.7 | - |
Top Comparisons
ICICI Prudential Credit Risk Fund - Growth
3Y Returns7.51%
SBI Credit Risk Fund - Regular Plan - Growth
3Y Returns7.6%
Edelweiss Recently Listed IPO Fund Regular Plan Growth
3Y Returns8.14%
Quant ESG Equity Fund Regular - Growth
3Y Returns13.08%
Franklin India Flexi Cap Fund - Growth
3Y Returns16.93%
Parag Parikh Flexi Cap Fund Regular-Growth
3Y Returns17.02%
ICICI Prudential Large & Mid Cap Fund - Growth
3Y Returns19.73%
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth
3Y Returns8.55%