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Motilal Oswal Small Cap Fund vs Franklin India Smaller Companies Fund compare
Franklin India Small Cap Fund-Growth
Motilal Oswal Small Cap Fund - Regular (G)
Chart Comparison
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) | ₹13825 Cr | ₹5294 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 |
Trailing Lumpsum Returns
| Scheme Name | Franklin India Small Cap Fund-Growth | Motilal Oswal Small Cap Fund - Regular (G) |
|---|---|---|
| 1 Month | -4.41% | -3.3% |
| 6 Month | 15.65% | 16.22% |
| 1 Year | -10.16% | 0.83% |
| 3 Year | 22.6% | - |
| 5 Year | 28.01% | - |
SIP Return Analysis
| Scheme Name | Franklin India Small Cap Fund-Growth | Motilal Oswal Small Cap Fund - Regular (G) |
|---|---|---|
| 6 Month | 0.1% | 1.47% |
| 1 Year | -2.51% | 2.05% |
| 3 Year | 15.05% | - |
| 5 Year | 20.49% | - |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Small Cap Fund-Growth | Motilal Oswal Small Cap Fund - Regular (G) |
|---|---|---|
| 1 Year | 15.03% | 17.68% |
| 3 Year | 16.39% | - |
| 5 Year | 19.17% | - |
Risk Management
| Scheme Name | Franklin India Small Cap Fund-Growth | Motilal Oswal Small Cap Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 14.27% | - |
| Sharp | 1.14% | - |
| Beta | 0.79% | - |
| Alpha | 3.13% | - |
Fund Managers
| 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) |
Market Cap
| Scheme Name |
Franklin India Small Cap Fund-Growth |
Motilal Oswal Small Cap Fund - Regular (G) |
|---|---|---|
| Others | 6.42 | 16.46 |
| Small Cap | 80.36 | 66.51 |
| Large Cap | 4.5 | 3.23 |
| Mid Cap | 8.72 | 13.8 |
Sector Allocation
| Scheme Name |
Franklin India Small Cap Fund-Growth |
Motilal Oswal Small Cap Fund - Regular (G) |
|---|---|---|
| Others | 5.85 | 9.69 |
| Industrials | 16.95 | 22.8 |
| Consumer Cyclical | 18.85 | 19.06 |
| Financial Services | 17.1 | 13.06 |
| Technology | 6.66 | 3.5 |
| Basic Materials | 10.14 | 9.32 |
| Healthcare | 12.14 | 12.84 |
| Energy | 0.96 | 0.92 |
| Utilities | 2.94 | 2.03 |
| Consumer Defensive | 3.86 | 4.72 |
| Real Estate | 4.57 | - |
| Communication Services | - | 2.06 |
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