Motilal Oswal Small Cap Fund vs Franklin India Smaller Companies Fund compare

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Franklin India Small Cap Fund-Growth

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Motilal Oswal Small Cap Fund - Regular (G)

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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	Motilal Oswal Small Cap Fund - Regular (G)
Fund	Franklin India Small Cap Fund-Growth	Motilal Oswal Small Cap Fund - Regular (G)
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹13529 Cr	₹5862 Cr
Min Investment	₹5000	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹500
Launch Date	13 Jan 2006	26 Dec 2023
Category	Small Cap	Small Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Smallcap 250 TRI	NIFTY Smallcap 250 TRI
Turn Over	14.47%	%
Expense Ratio	1.76	1.84
Manager	R Janakiraman	Rakesh Shetty
ISIN Code	INF090I01569	INF247L01BV9
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	Motilal Oswal Small Cap Fund - Regular Plan - 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	Motilal Oswal Small Cap Fund - Regular (G)
1 Month	0.89%	-0.58%
6 Month	-5.71%	-2.05%
1 Year	-5.85%	-5.44%
3 Year	20.43%	-
5 Year	22.42%	-

Scheme Name	Franklin India Small Cap Fund-Growth	Motilal Oswal Small Cap Fund - Regular (G)
6 Month	-1.8%	-0.63%
1 Year	2.55%	8.76%
3 Year	9.72%	-
5 Year	16.24%	-

Scheme Name	Franklin India Small Cap Fund-Growth	Motilal Oswal Small Cap Fund - Regular (G)
1 Year	14.19%	15.71%
3 Year	17.22%	-
5 Year	20.01%	-

Scheme Name	Franklin India Small Cap Fund-Growth	Motilal Oswal Small Cap Fund - Regular (G)
Standard Deviation	14.27%	-
Sharp	0.84%	-
Beta	0.81%	-
Alpha	1.62%	-

Scheme Name	Franklin India Small Cap Fund-Growth	Motilal Oswal Small Cap Fund - Regular (G)
Name	R Janakiraman	Rakesh Shetty
Total AUM	₹50034 Cr	₹33886 Cr
Funds Managed	8	19
	Franklin India Small Cap Fund-Growth	Motilal Oswal Small Cap Fund - Regular (G)

Scheme Name	Franklin India Small Cap Fund-Growth	Motilal Oswal Small Cap Fund - Regular (G)
Others	2.95	3.54
Small Cap	84.72	82.57
Large Cap	5.16	3.32
Mid Cap	7.17	10.56

Scheme Name	Franklin India Small Cap Fund-Growth	Motilal Oswal Small Cap Fund - Regular (G)
Others	2.95	3.54
Consumer Durables	7.83	7.25
Retailing	4.54	6.89
Banks	11.83	6.37
Leisure Services	3.31	1.39
IT - Software	4.31	2.29
Aerospace & Defense	3.17	2.64
Auto Components	9.11	8.22
Electrical Equipment	0.39	9.06
Transport Services	1.23	-
Ferrous Metals	0.87	-
Pharmaceuticals & Biotechnology	5.18	2.69
Chemicals & Petrochemicals	5.32	5.76
Industrial Manufacturing	3.4	1.43
Healthcare Services	3.97	9.13
Industrial Products	5.87	4.6
IT - Services	0.76	0.89
Financial Technology (Fintech)	0.69	-
Finance	3.8	6.87
Textiles & Apparels	1.85	1.74
Power	2.71	-
Gas	0.66	-
Miscellaneous	0.59	-
Cement & Cement Products	2.45	-
Agricultural Food & other Products	2.24	3.96
Personal Products	1.07	-
Other Utilities	0.61	2.55
Construction	1.4	1.19
Household Products	0.49	-
Realty	4.28	-
Capital Markets	2.06	4.21
Entertainment	0.16	-
Commercial Services & Supplies	0.9	3.04
Paper, Forest & Jute Products	-	1.38
Oil	-	1.67
Automobiles	-	0.47
Diversified Metals	-	0.76