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) | ₹13995 Cr | ₹26143 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 | -5.3% | -2.6% |
6 Month | 7.69% | 10.92% |
1 Year | -6.76% | 4.12% |
3 Year | 22.89% | 19.16% |
5 Year | 30.56% | 27.76% |
SIP Return Analysis
Scheme Name | Franklin India Small Cap Fund-Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
6 Month | 1.35% | 3.96% |
1 Year | -3.5% | 4.8% |
3 Year | 15.4% | 16.85% |
5 Year | 20.67% | 19.59% |
Rolling Lumpsum Returns
Scheme Name | Franklin India Small Cap Fund-Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
1 Year | 15.03% | 17.75% |
3 Year | 16.39% | 19.97% |
5 Year | 19.17% | 20% |
Risk Management
Scheme Name | Franklin India Small Cap Fund-Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 14.27% | 11.78% |
Sharp | 1.14% | 1.05% |
Beta | 0.79% | 0.69% |
Alpha | 3.13% | 1.3% |
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 | 6.42 | 14.09 |
Small Cap | 80.36 | 68.76 |
Large Cap | 4.5 | 3.74 |
Mid Cap | 8.72 | 13.42 |
Sector Allocation
Scheme Name |
Franklin India Small Cap Fund-Growth |
Axis Small Cap Fund Regular Growth |
---|---|---|
Others | 5.85 | 10.43 |
Industrials | 16.95 | 18.08 |
Consumer Cyclical | 18.85 | 10.06 |
Financial Services | 17.1 | 17.62 |
Technology | 6.66 | 6.39 |
Basic Materials | 10.14 | 12.07 |
Healthcare | 12.14 | 14.1 |
Energy | 0.96 | - |
Utilities | 2.94 | 0.6 |
Consumer Defensive | 3.86 | 5.49 |
Real Estate | 4.57 | 4.26 |
Communication Services | - | 0.91 |
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