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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) | ₹13825 Cr | ₹7580 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 | -6% | -3.02% |
| 6 Month | 10.39% | 16.56% |
| 1 Year | -6.92% | 7.1% |
| 3 Year | 22.71% | 25.91% |
| 5 Year | 30.61% | 31.51% |
SIP Return Analysis
| Scheme Name | Franklin India Small Cap Fund-Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.35% | 6.21% |
| 1 Year | -3.5% | 7.59% |
| 3 Year | 15.4% | 23.67% |
| 5 Year | 20.67% | 24.56% |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Small Cap Fund-Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.03% | 24.48% |
| 3 Year | 16.39% | 27.92% |
| 5 Year | 19.17% | 30.15% |
Risk Management
| Scheme Name | Franklin India Small Cap Fund-Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.27% | 16.01% |
| Sharp | 1.14% | 1.17% |
| Beta | 0.79% | 0.78% |
| Alpha | 3.13% | 3.94% |
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 | 6.42 | 8.64 |
| Small Cap | 80.36 | 67.29 |
| Large Cap | 4.5 | 7.78 |
| Mid Cap | 8.72 | 16.29 |
Sector Allocation
| Scheme Name |
Franklin India Small Cap Fund-Growth |
Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 5.85 | 2.45 |
| Industrials | 16.95 | 17.65 |
| Consumer Cyclical | 18.85 | 14.83 |
| Financial Services | 17.1 | 26.86 |
| Technology | 6.66 | 5.24 |
| Basic Materials | 10.14 | 7.46 |
| Healthcare | 12.14 | 21.23 |
| Energy | 0.96 | - |
| Utilities | 2.94 | - |
| Consumer Defensive | 3.86 | 1.61 |
| Real Estate | 4.57 | 2.67 |
| Communication Services | - | 0 |
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