Invesco India Smallcap Fund vs Franklin India Smaller Companies 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)	₹13995 Cr	₹7425 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	-3.13%	-3.73%
6 Month	4.01%	5.63%
1 Year	-8.24%	3.29%
3 Year	24.61%	25.91%
5 Year	32.51%	32.12%

Scheme Name	Franklin India Small Cap Fund-Growth	Invesco India Smallcap Fund - Regular Plan - Growth
6 Month	6.94%	8.09%
1 Year	1.42%	6.64%
3 Year	18.01%	23.52%
5 Year	22.33%	24.6%

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%

Scheme Name	Franklin India Small Cap Fund-Growth	Invesco India Smallcap Fund - Regular Plan - Growth
Standard Deviation	14.27%	16.34%
Sharp	1.34%	1.40%
Beta	0.81%	0.79%
Alpha	3.22%	4.97%

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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	5.67	8.83
Small Cap	80.17	62.33
Large Cap	5.94	8.68
Mid Cap	8.22	20.16

Scheme Name	Franklin India Small Cap Fund-Growth	Invesco India Smallcap Fund - Regular Plan - Growth
Others	5.67	2.63
Industrials	17.76	19.14
Consumer Cyclical	17.77	13.81
Financial Services	19.22	29.16
Technology	6.38	4.27
Healthcare	11.03	19.36
Basic Materials	9.91	6.34
Energy	0.96	-
Utilities	2.87	-
Consumer Defensive	3.77	1.49
Real Estate	4.65	2.5
Communication Services	-	1.31