Axis Small Cap Fund vs Franklin India Smaller Companies 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 | 8.72% | 6.4% |
6 Month | -3.21% | -1.13% |
1 Year | 5.31% | 12.82% |
3 Year | 26.83% | 21.44% |
5 Year | 35.72% | 31% |
SIP Return Analysis
Scheme Name | Franklin India Smaller Companies Fund-Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
6 Month | -2.32% | -2.89% |
1 Year | -14.97% | -9.73% |
3 Year | 16.89% | 14.54% |
5 Year | 22.7% | 19.51% |
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 | 0.82% | 0.74% |
Beta | 0.82% | 0.68% |
Alpha | 3.82% | 1.93% |
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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 | 7.22 | 13.29 |
Small Cap | 75.89 | 65.49 |
Large Cap | 6.8 | 3.89 |
Mid Cap | 10.08 | 17.37 |
Sector Allocation
Scheme Name |
Franklin India Smaller Companies Fund-Growth |
Axis Small Cap Fund Regular Growth |
---|---|---|
Others | 7.22 | 13.29 |
Industrial Manufacturing | 4.55 | 2.38 |
Consumer Durables | 5.41 | 6.89 |
Banks | 12.08 | 4.28 |
Entertainment | 0.18 | - |
IT - Software | 4.51 | 3.57 |
Transport Services | 0.69 | 0.2 |
Electrical Equipment | 0.48 | 1.47 |
Pharmaceuticals & Biotechnology | 5.44 | 4.47 |
Retailing | 3.97 | 0.59 |
Chemicals & Petrochemicals | 6.92 | 7.5 |
Commercial Services & Supplies | 1.23 | 0.55 |
Aerospace & Defense | 0.88 | 1.27 |
Healthcare Services | 4.27 | 7.19 |
Cement & Cement Products | 3.04 | 1.91 |
Industrial Products | 5.95 | 6.16 |
IT - Services | 0.96 | 1.51 |
Finance | 3.2 | 7.33 |
Textiles & Apparels | 1.91 | 0.59 |
Oil | 0.93 | - |
Power | 2.23 | - |
Gas | 0.49 | 0.56 |
Auto Components | 5.41 | 6.05 |
Construction | 2.16 | 2.43 |
Financial Technology (Fintech) | 0.93 | 1.67 |
Agricultural Food & other Products | 1.42 | 2.64 |
Capital Markets | 2.75 | 4.97 |
Personal Products | 1.33 | - |
Other Utilities | 0.92 | - |
Household Products | 0.75 | 1.34 |
Realty | 4.55 | 4.65 |
Leisure Services | 3.23 | 1.66 |
Non - Ferrous Metals | - | 0.43 |
Paper, Forest & Jute Products | - | 0.2 |
Agricultural, Commercial & Construction Vehicles | - | 0.13 |
Food Products | - | 1.3 |
Cigarettes & Tobacco Products | - | 0.22 |
Beverages | - | 0.16 |
Insurance | - | 0.48 |
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