Franklin India Smaller Companies Fund vs Axis Small Cap Fund compare
Franklin India Small Cap Fund-Growth
Axis Small Cap Fund Regular Growth
Chart Comparison
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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