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 Risk | Very High Risk |
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 | -10.18% | -9.98% |
6 Month | -19.03% | -8.11% |
1 Year | -0.94% | 17.7% |
3 Year | 19.65% | - |
5 Year | 23.91% | - |
SIP Return Analysis
Scheme Name | Franklin India Smaller Companies Fund-Growth | Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
6 Month | - | - |
1 Year | -20.26% | -0.86% |
3 Year | 16.99% | - |
5 Year | 24.48% | - |
Rolling Lumpsum Returns
Scheme Name | Franklin India Smaller Companies Fund-Growth | Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
1 Year | 16.17% | 37.28% |
3 Year | 15.49% | - |
5 Year | 16.57% | - |
Risk Management
Scheme Name | Franklin India Smaller Companies Fund-Growth | Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
Standard Deviation | 14.27% | - |
Sharp | 0.89% | - |
Beta | 0.77% | - |
Alpha | 5.36% | - |
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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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