Franklin India Smaller Companies Fund vs Invesco India Smallcap Fund compare

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Franklin India Small Cap Fund-Growth

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Invesco India Smallcap Fund - Regular Plan - 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	Invesco India Smallcap Fund - Regular Plan - Growth
Fund	Franklin India Small Cap Fund-Growth	Invesco India Smallcap Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹13790 Cr	₹8720 Cr
Min Investment	₹5000	₹1000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	13 Jan 2006	30 Oct 2018
Category	Small Cap	Small Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Smallcap 250 TRI	BSE 250 SmallCap TRI
Turn Over	14.47%	47%
Expense Ratio	1.76	1.78
Manager	R Janakiraman	Aditya Khemani
ISIN Code	INF090I01569	INF205K011T7
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	Invesco India Smallcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Franklin India Small Cap Fund-Growth	Invesco India Smallcap Fund - Regular Plan - Growth
1 Month	-4.15%	-2.24%
6 Month	-4.58%	1.94%
1 Year	-9.84%	-3.45%
3 Year	18.77%	23.27%
5 Year	24.12%	27.02%

Scheme Name	Franklin India Small Cap Fund-Growth	Invesco India Smallcap Fund - Regular Plan - Growth
6 Month	-2.93%	0.32%
1 Year	0.71%	11.57%
3 Year	10.4%	19.24%
5 Year	16.7%	21.19%

Scheme Name	Franklin India Small Cap Fund-Growth	Invesco India Smallcap Fund - Regular Plan - Growth
1 Year	14.39%	22.02%
3 Year	17.12%	27.52%
5 Year	19.76%	30.16%

Scheme Name	Franklin India Small Cap Fund-Growth	Invesco India Smallcap Fund - Regular Plan - Growth
Standard Deviation	16.82%	16.30%
Sharp	0.79%	1.05%
Beta	0.81%	0.78%
Alpha	1.54%	5.67%

Scheme Name	Franklin India Small Cap Fund-Growth	Invesco India Smallcap Fund - Regular Plan - Growth
Name	R Janakiraman	Aditya Khemani
Total AUM	₹50034 Cr	₹12070 Cr
Funds Managed	8	3
	Franklin India Small Cap Fund-Growth	Invesco India Smallcap Fund - Regular Plan - Growth

Scheme Name	Franklin India Small Cap Fund-Growth	Invesco India Smallcap Fund - Regular Plan - Growth
Others	1.79	15.17
Small Cap	84.29	61.39
Large Cap	5.64	9.96
Mid Cap	8.24	13.49

Scheme Name	Franklin India Small Cap Fund-Growth	Invesco India Smallcap Fund - Regular Plan - Growth
Others	1.79	2.64
Consumer Durables	8.32	-
Retailing	4.71	-
Banks	11.82	-
Leisure Services	3.53	-
IT - Software	4.42	-
Auto Components	8.03	-
Industrial Manufacturing	3.77	-
Electrical Equipment	0.47	-
Transport Services	1.32	-
Ferrous Metals	0.93	-
Pharmaceuticals & Biotechnology	5.08	-
Chemicals & Petrochemicals	5.74	-
Aerospace & Defense	1.9	-
Healthcare Services	4.53	-
Industrial Products	5.57	-
IT - Services	0.77	-
Textiles & Apparels	1.9	-
Oil	1.02	-
Power	2.79	-
Gas	0.7	-
Miscellaneous	0.58	-
Cement & Cement Products	2.54	-
Financial Technology (Fintech)	0.82	-
Agricultural Food & other Products	2.03	-
Finance	3.4	-
Capital Markets	1.89	-
Personal Products	1.05	-
Other Utilities	0.68	-
Construction	1.49	-
Household Products	0.62	-
Realty	4.69	-
Entertainment	0.16	-
Commercial Services & Supplies	0.9	-
Consumer Cyclical	-	18.6
Healthcare	-	17.83
Financial Services	-	27.01
Real Estate	-	5.57
Basic Materials	-	6.13
Technology	-	4.29
Energy	-	0.38
Industrials	-	16.3
Consumer Defensive	-	1.24