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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) | ₹13266 Cr | ₹5452 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 | 1.62% | 1.5% |
| 6 Month | 7.1% | 13.68% |
| 1 Year | -5.17% | 2.49% |
| 3 Year | 20.89% | - |
| 5 Year | 27.9% | - |
SIP Return Analysis
| Scheme Name | Franklin India Small Cap Fund-Growth | Motilal Oswal Small Cap Fund - Regular (G) |
|---|---|---|
| 6 Month | 1.15% | 4.78% |
| 1 Year | 8.24% | 16.9% |
| 3 Year | 14.99% | - |
| 5 Year | 19.61% | - |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Small Cap Fund-Growth | Motilal Oswal Small Cap Fund - Regular (G) |
|---|---|---|
| 1 Year | 14.91% | 15.71% |
| 3 Year | 16.76% | - |
| 5 Year | 19.47% | - |
Risk Management
| Scheme Name | Franklin India Small Cap Fund-Growth | Motilal Oswal Small Cap Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 14.27% | - |
| Sharp | 0.89% | - |
| Beta | 0.81% | - |
| Alpha | 1.25% | - |
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 | 7.32 | 18.73 |
| Small Cap | 78.9 | 69.57 |
| Large Cap | 5.52 | 1.26 |
| Mid Cap | 8.26 | 10.44 |
Sector Allocation
| Scheme Name |
Franklin India Small Cap Fund-Growth |
Motilal Oswal Small Cap Fund - Regular (G) |
|---|---|---|
| Others | 6.27 | 7.5 |
| Industrials | 16.67 | 14.21 |
| Consumer Cyclical | 19.1 | 23.75 |
| Financial Services | 16.38 | 15.15 |
| Technology | 7.13 | 7.71 |
| Basic Materials | 10.39 | 10.93 |
| Healthcare | 11.71 | 12.61 |
| Energy | 0.99 | 1.63 |
| Utilities | 3.14 | 2.03 |
| Consumer Defensive | 3.84 | 3.38 |
| Real Estate | 4.37 | 1.11 |
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