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) | ₹13545 Cr | ₹25062 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 | 5.58% | 6.15% |
6 Month | -5.98% | -3.34% |
1 Year | -1.34% | 8.15% |
3 Year | 29.71% | 23.97% |
5 Year | 35.25% | 31.16% |
SIP Return Analysis
Scheme Name | Franklin India Smaller Companies Fund-Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
6 Month | 11.22% | 10.15% |
1 Year | 5.55% | 9.99% |
3 Year | 22.08% | 20.29% |
5 Year | 25.22% | 22.31% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Smaller Companies Fund-Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
1 Year | 15.45% | 18.22% |
3 Year | 15.98% | 19.38% |
5 Year | 18.64% | 19.81% |
Risk Management
Scheme Name | Franklin India Smaller Companies Fund-Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 14.96% | 13.37% |
Sharp | 1.29% | 1.1% |
Beta | 0.78% | 0.69% |
Alpha | 5.36% | 1.92% |
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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 | 7.68 | 13.25 |
Small Cap | 76.55 | 66.54 |
Large Cap | 6.58 | 3.96 |
Mid Cap | 9.2 | 16.2 |
Sector Allocation
Scheme Name |
Franklin India Smaller Companies Fund-Growth |
Axis Small Cap Fund Regular Growth |
---|---|---|
Others | 7.68 | 13.25 |
Industrial Manufacturing | 4.18 | 2.59 |
Consumer Durables | 5.6 | 6.02 |
Banks | 13.07 | 4.44 |
IT - Software | 4.56 | 3.11 |
Transport Services | 1.15 | 0.19 |
Electrical Equipment | 0.53 | 1.56 |
Pharmaceuticals & Biotechnology | 5.3 | 4.24 |
Retailing | 4.15 | 0.62 |
Chemicals & Petrochemicals | 6.46 | 7.42 |
Commercial Services & Supplies | 0.98 | 0.54 |
Aerospace & Defense | 1.28 | 1.6 |
Healthcare Services | 4.3 | 7.08 |
Cement & Cement Products | 2.68 | 1.84 |
Industrial Products | 5.64 | 5.84 |
IT - Services | 0.86 | 1.43 |
Textiles & Apparels | 2 | 0.67 |
Oil | 0.88 | - |
Power | 2.2 | - |
Gas | 0.52 | 0.53 |
Auto Components | 5.29 | 5.57 |
Construction | 1.78 | 2.55 |
Financial Technology (Fintech) | 0.91 | 1.67 |
Agricultural Food & other Products | 1.44 | 2.75 |
Finance | 2.58 | 7.7 |
Capital Markets | 2.75 | 5.79 |
Personal Products | 1.37 | - |
Other Utilities | 0.94 | - |
Household Products | 0.81 | 1.31 |
Realty | 4.61 | 4.66 |
Leisure Services | 3.34 | 1.68 |
Entertainment | 0.17 | - |
Non - Ferrous Metals | - | 0.38 |
Paper, Forest & Jute Products | - | 0.19 |
Agricultural, Commercial & Construction Vehicles | - | 0.14 |
Food Products | - | 1.29 |
Cigarettes & Tobacco Products | - | 0.24 |
Beverages | - | 0.58 |
Insurance | - | 0.48 |
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