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Invesco India Smallcap Fund vs Franklin India Smaller Companies Fund compare

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tortoise-icon Franklin India Small Cap Fund-Growth

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tortoise-icon 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) ₹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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