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Invesco India Smallcap Fund vs Franklin India Smaller Companies Fund compare
Franklin India Smaller Companies Fund-Growth
Invesco India Smallcap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Franklin India Smaller Companies Fund-Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Franklin India Smaller Companies Fund-Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹13545 Cr | ₹6823 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 Smaller Companies Fund-Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.14% | 4.87% |
| 6 Month | -3.57% | -2.25% |
| 1 Year | -3.59% | 10.3% |
| 3 Year | 30.08% | 31.66% |
| 5 Year | 34.42% | 33.8% |
SIP Return Analysis
| Scheme Name | Franklin India Smaller Companies Fund-Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 12.45% | 14.74% |
| 1 Year | 7.59% | 16.81% |
| 3 Year | 22.49% | 28.52% |
| 5 Year | 25.3% | 27.73% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Smaller Companies Fund-Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.45% | 25.13% |
| 3 Year | 15.98% | 27.76% |
| 5 Year | 18.64% | 28.72% |
Risk Management
| Scheme Name | Franklin India Smaller Companies Fund-Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.27% | 16.67% |
| Sharp | 1.16% | 1.18% |
| Beta | 0.8% | 0.79% |
| Alpha | 4.42% | 4.38% |
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Fund Managers
| Scheme Name | Franklin India Smaller Companies 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 Smaller Companies Fund-Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Franklin India Smaller Companies Fund-Growth |
Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 7.68 | 8.08 |
| Small Cap | 76.55 | 65.82 |
| Large Cap | 6.58 | 2.77 |
| Mid Cap | 9.2 | 23.33 |
Sector Allocation
| Scheme Name |
Franklin India Smaller Companies Fund-Growth |
Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 7.68 | 6.4 |
| Industrial Manufacturing | 4.18 | - |
| Consumer Durables | 5.6 | - |
| Banks | 13.07 | - |
| IT - Software | 4.56 | - |
| Transport Services | 1.15 | - |
| Electrical Equipment | 0.53 | - |
| Pharmaceuticals & Biotechnology | 5.3 | - |
| Retailing | 4.15 | - |
| Chemicals & Petrochemicals | 6.46 | - |
| Commercial Services & Supplies | 0.98 | - |
| Aerospace & Defense | 1.28 | - |
| Healthcare Services | 4.3 | - |
| Cement & Cement Products | 2.68 | - |
| Industrial Products | 5.64 | - |
| IT - Services | 0.86 | - |
| Textiles & Apparels | 2 | - |
| Oil | 0.88 | - |
| Power | 2.2 | - |
| Gas | 0.52 | - |
| Auto Components | 5.29 | - |
| Construction | 1.78 | - |
| Financial Technology (Fintech) | 0.91 | - |
| Agricultural Food & other Products | 1.44 | - |
| Finance | 2.58 | - |
| Capital Markets | 2.75 | - |
| Personal Products | 1.37 | - |
| Other Utilities | 0.94 | - |
| Household Products | 0.81 | - |
| Realty | 4.61 | - |
| Leisure Services | 3.34 | - |
| Entertainment | 0.17 | - |
| Consumer Cyclical | - | 10.82 |
| Healthcare | - | 17.7 |
| Financial Services | - | 20.58 |
| Industrials | - | 23.62 |
| Technology | - | 8.84 |
| Basic Materials | - | 6.95 |
| Energy | - | 0 |
| Real Estate | - | 1.99 |
| Communication Services | - | 1.11 |
| Consumer Defensive | - | 2 |
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