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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) | ₹13302 Cr | ₹7718 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 | 3.9% | 3.09% |
| 6 Month | 19.36% | 24.46% |
| 1 Year | -8.16% | -0.26% |
| 3 Year | 22.13% | 25.67% |
| 5 Year | 28.41% | 29.38% |
SIP Return Analysis
| Scheme Name | Franklin India Small Cap Fund-Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.16% | 4.39% |
| 1 Year | 5.11% | 12.34% |
| 3 Year | 16.53% | 23.58% |
| 5 Year | 20.92% | 24.22% |
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% | 16.15% |
| Sharp | 0.96% | 1.02% |
| Beta | 0.8% | 0.78% |
| Alpha | 2.79% | 4.19% |
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 | 7.2 | 9.79 |
| Small Cap | 79.95 | 66.32 |
| Large Cap | 4.47 | 8.27 |
| Mid Cap | 8.38 | 15.62 |
Sector Allocation
| Scheme Name |
Franklin India Small Cap Fund-Growth |
Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.09 | 2.17 |
| Industrials | 16.86 | 19.31 |
| Consumer Cyclical | 19.51 | 15.45 |
| Financial Services | 16.14 | 24.94 |
| Technology | 7.24 | 5.15 |
| Basic Materials | 9.89 | 7.53 |
| Healthcare | 12 | 20.68 |
| Energy | 0.97 | - |
| Utilities | 2.97 | - |
| Consumer Defensive | 4.02 | 1.45 |
| Real Estate | 4.31 | 3.33 |
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