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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) | ₹13266 Cr | ₹25975 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 | 3.38% | 2.84% |
| 6 Month | 8.61% | 11.09% |
| 1 Year | -4.26% | 2.65% |
| 3 Year | 21.74% | 19.44% |
| 5 Year | 29% | 26.19% |
SIP Return Analysis
| Scheme Name | Franklin India Small Cap Fund-Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -2.43% | -0.66% |
| 1 Year | 1% | 6.67% |
| 3 Year | 12.3% | 14.32% |
| 5 Year | 18.14% | 17.41% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Small Cap Fund-Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 14.91% | 17.27% |
| 3 Year | 16.76% | 19.6% |
| 5 Year | 19.47% | 20.16% |
Risk Management
| Scheme Name | Franklin India Small Cap Fund-Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.68% | 14.20% |
| Sharp | 0.88% | 0.87% |
| Beta | 0.81% | 0.70% |
| Alpha | 1.24% | 0.71% |
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 | 7.32 | 14.56 |
| Small Cap | 78.9 | 68.95 |
| Large Cap | 5.52 | 3.37 |
| Mid Cap | 8.26 | 13.12 |
Sector Allocation
| Scheme Name |
Franklin India Small Cap Fund-Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 6.27 | 10.82 |
| Industrials | 16.67 | 16.2 |
| Consumer Cyclical | 19.1 | 11.15 |
| Financial Services | 16.38 | 17.03 |
| Technology | 7.13 | 8.99 |
| Basic Materials | 10.39 | 11.37 |
| Healthcare | 11.71 | 13.47 |
| Energy | 0.99 | - |
| Utilities | 3.14 | 0.58 |
| Consumer Defensive | 3.84 | 5.22 |
| Real Estate | 4.37 | 4.25 |
| Communication Services | - | 0.91 |
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