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Franklin India Smaller Companies Fund vs Invesco India Smallcap Fund compare
Franklin India Small Cap Fund-Growth
Invesco India Smallcap Fund - Regular Plan - Growth
Chart Comparison
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) | ₹13238 Cr | ₹9225 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹100 |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Small Cap Fund-Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -4.71% | -5.88% |
| 6 Month | -11.92% | -8.55% |
| 1 Year | -7.54% | -3.03% |
| 3 Year | 18.15% | 22.07% |
| 5 Year | 20.55% | 23.08% |
SIP Return Analysis
| Scheme Name | Franklin India Small Cap Fund-Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -3.63% | -3.59% |
| 1 Year | -2.14% | 3.57% |
| 3 Year | 7.59% | 15.04% |
| 5 Year | 15.09% | 18.84% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Small Cap Fund-Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.06% | 21.44% |
| 3 Year | 17.28% | 27.4% |
| 5 Year | 20.09% | 29.9% |
Risk Management
| Scheme Name | Franklin India Small Cap Fund-Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.27% | 14.52% |
| Sharp | 0.82% | 1.08% |
| Beta | 0.81% | 0.78% |
| Alpha | 0.96% | 5.22% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Franklin India Small Cap Fund-Growth |
Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 7.76 | 20.47 |
| Small Cap | 79.93 | 53.79 |
| Large Cap | 5.24 | 12.97 |
| Mid Cap | 7.06 | 12.77 |
Sector Allocation
| Scheme Name |
Franklin India Small Cap Fund-Growth |
Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.94 | 2.23 |
| Consumer Cyclical | 20.17 | 22.08 |
| Financial Services | 18.12 | 25.75 |
| Technology | 8.86 | 3.93 |
| Industrials | 17.73 | 16.89 |
| Basic Materials | 10.16 | 3.32 |
| Healthcare | 10.61 | 17.66 |
| Utilities | 3.44 | - |
| Consumer Defensive | 3.71 | 1.01 |
| Real Estate | 4.25 | 6.79 |
| Energy | - | 0.33 |
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