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Franklin India Smaller Companies Fund vs Axis Small Cap Fund compare

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tortoise-icon Franklin India Small Cap Fund-Growth

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tortoise-icon Axis Small Cap Fund Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Franklin India Small Cap Fund-Growth Axis Small Cap Fund Regular Growth
Fund Franklin India Small Cap Fund-Growth Axis Small Cap Fund Regular Growth
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹13529 Cr ₹26769 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 Small Cap Fund-Growth Axis Small Cap Fund Regular Growth
1 Month 0.89% 0.85%
6 Month -5.71% -3.07%
1 Year -5.85% -0.13%
3 Year 20.43% 18.64%
5 Year 22.42% 21.24%

SIP Return Analysis

Scheme Name Franklin India Small Cap Fund-Growth Axis Small Cap Fund Regular Growth
6 Month -1.8% -0.51%
1 Year 2.55% 7.54%
3 Year 9.72% 12.63%
5 Year 16.24% 15.95%

Rolling Lumpsum Returns

Scheme Name Franklin India Small Cap Fund-Growth Axis Small Cap Fund Regular Growth
1 Year 14.19% 16.59%
3 Year 17.22% 19.2%
5 Year 20.01% 20.53%

Risk Management

Scheme Name Franklin India Small Cap Fund-Growth Axis Small Cap Fund Regular Growth
Standard Deviation 14.27% 11.78%
Sharp 0.84% 0.84%
Beta 0.81% 0.7%
Alpha 1.62% 1.26%

Fund Managers

Scheme Name Franklin India Small Cap 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 Small Cap Fund-Growth Axis Small Cap Fund Regular Growth

Market Cap

Scheme Name

Franklin India Small Cap Fund-Growth

Axis Small Cap Fund Regular Growth

Others 2.95 8.14
Small Cap 84.72 67.54
Large Cap 5.16 5.87
Mid Cap 7.17 18.47

Sector Allocation

Scheme Name

Franklin India Small Cap Fund-Growth

Axis Small Cap Fund Regular Growth

Others 2.95 8.14
Consumer Durables 7.83 4.7
Retailing 4.54 1.1
Banks 11.83 5.74
Leisure Services 3.31 1.68
IT - Software 4.31 2.94
Aerospace & Defense 3.17 1.37
Auto Components 9.11 6.47
Electrical Equipment 0.39 2.67
Transport Services 1.23 0.4
Ferrous Metals 0.87 -
Pharmaceuticals & Biotechnology 5.18 6.32
Chemicals & Petrochemicals 5.32 7.37
Industrial Manufacturing 3.4 3.18
Healthcare Services 3.97 5.77
Industrial Products 5.87 5.94
IT - Services 0.76 2
Financial Technology (Fintech) 0.69 1.55
Finance 3.8 7.34
Textiles & Apparels 1.85 0.9
Power 2.71 0.38
Gas 0.66 0.52
Miscellaneous 0.59 -
Cement & Cement Products 2.45 1.57
Agricultural Food & other Products 2.24 3.51
Personal Products 1.07 -
Other Utilities 0.61 -
Construction 1.4 2.73
Household Products 0.49 1.14
Realty 4.28 4.21
Capital Markets 2.06 5.95
Entertainment 0.16 -
Commercial Services & Supplies 0.9 0.45
Petroleum Products - 0.94
Non - Ferrous Metals - 0.43
Paper, Forest & Jute Products - 0.15
Automobiles - 0.06
Diversified Metals - 0.37
Food Products - 0.98
Beverages - 0.66
Insurance - 0.39

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