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Invesco India Smallcap Fund vs Franklin India Smaller Companies 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) | ₹13790 Cr | ₹8999 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 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Small Cap Fund-Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -5.59% | -3.55% |
| 6 Month | -5.88% | -0.24% |
| 1 Year | -11.58% | -6.6% |
| 3 Year | 18.54% | 23.3% |
| 5 Year | 22.92% | 25.77% |
SIP Return Analysis
| Scheme Name | Franklin India Small Cap Fund-Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -3.49% | -0.98% |
| 1 Year | 0.72% | 11% |
| 3 Year | 10.15% | 18.89% |
| 5 Year | 16.43% | 20.91% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| Scheme Name | Franklin India Small Cap Fund-Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.27% | 16.30% |
| Sharp | 0.84% | 1.05% |
| Beta | 0.81% | 0.78% |
| Alpha | 1.62% | 5.67% |
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 | 6.92 | 14.7 |
| Small Cap | 80.98 | 59.78 |
| Large Cap | 5.16 | 11.19 |
| Mid Cap | 6.95 | 14.33 |
Sector Allocation
| Scheme Name |
Franklin India Small Cap Fund-Growth |
Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.71 | 2.3 |
| Consumer Cyclical | 20.24 | 20.98 |
| Financial Services | 17.68 | 27.45 |
| Technology | 8.83 | 4.09 |
| Industrials | 17.66 | 16.19 |
| Basic Materials | 9.81 | 3.35 |
| Healthcare | 10.61 | 17.04 |
| Energy | 0 | 0.37 |
| Utilities | 3.38 | - |
| Consumer Defensive | 3.8 | 1.17 |
| Real Estate | 4.28 | 7.05 |
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