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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) ₹13790 Cr ₹27066 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 -4.15% -3.58%
6 Month -4.58% -0.65%
1 Year -9.84% -3.65%
3 Year 18.77% 16.89%
5 Year 24.12% 22.38%

SIP Return Analysis

Scheme Name Franklin India Small Cap Fund-Growth Axis Small Cap Fund Regular Growth
6 Month -2.93% -1.59%
1 Year 0.71% 6.03%
3 Year 10.4% 12.95%
5 Year 16.7% 16.23%

Rolling Lumpsum Returns

Scheme Name Franklin India Small Cap Fund-Growth Axis Small Cap Fund Regular Growth
1 Year 14.39% 16.83%
3 Year 17.12% 19.37%
5 Year 19.76% 20.47%

Risk Management

Scheme Name Franklin India Small Cap Fund-Growth Axis Small Cap Fund Regular Growth
Standard Deviation 16.82% 14.32%
Sharp 0.79% 0.78%
Beta 0.81% 0.70%
Alpha 1.54% 1.03%

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 1.79 9.46
Small Cap 84.29 67.19
Large Cap 5.64 5.1
Mid Cap 8.24 18.26

Sector Allocation

Scheme Name

Franklin India Small Cap Fund-Growth

Axis Small Cap Fund Regular Growth

Others 1.79 9.46
Consumer Durables 8.32 4.88
Retailing 4.71 1.15
Banks 11.82 5.2
Leisure Services 3.53 1.76
IT - Software 4.42 2.55
Auto Components 8.03 5.88
Industrial Manufacturing 3.77 3.45
Electrical Equipment 0.47 2.85
Transport Services 1.32 0.43
Ferrous Metals 0.93 -
Pharmaceuticals & Biotechnology 5.08 6.39
Chemicals & Petrochemicals 5.74 8.03
Aerospace & Defense 1.9 1.31
Healthcare Services 4.53 5.78
Industrial Products 5.57 5.77
IT - Services 0.77 1.73
Textiles & Apparels 1.9 0.82
Oil 1.02 -
Power 2.79 0.32
Gas 0.7 0.55
Miscellaneous 0.58 -
Cement & Cement Products 2.54 1.75
Financial Technology (Fintech) 0.82 1.5
Agricultural Food & other Products 2.03 3.12
Finance 3.4 7.38
Capital Markets 1.89 5.63
Personal Products 1.05 -
Other Utilities 0.68 -
Construction 1.49 2.75
Household Products 0.62 1.18
Realty 4.69 4.47
Entertainment 0.16 -
Commercial Services & Supplies 0.9 0.46
Petroleum Products - 0.44
Non - Ferrous Metals - 0.45
Paper, Forest & Jute Products - 0.16
Diversified Metals - 0.35
Agricultural, Commercial & Construction Vehicles - 0.02
Food Products - 1
Cigarettes & Tobacco Products - 0.02
Beverages - 0.64
Insurance - 0.38

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