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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) | ₹13238 Cr | ₹5837 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 | -4.71% | -7.1% |
| 6 Month | -11.92% | -10.05% |
| 1 Year | -7.54% | -7.78% |
| 3 Year | 18.15% | - |
| 5 Year | 20.55% | - |
SIP Return Analysis
| Scheme Name | Franklin India Small Cap Fund-Growth | Motilal Oswal Small Cap Fund - Regular (G) |
|---|---|---|
| 6 Month | -3.63% | -5.58% |
| 1 Year | -2.14% | -2% |
| 3 Year | 7.59% | - |
| 5 Year | 15.09% | - |
Rolling Lumpsum Returns
| Scheme Name | Franklin India Small Cap Fund-Growth | Motilal Oswal Small Cap Fund - Regular (G) |
|---|---|---|
| 1 Year | 14.06% | 11.81% |
| 3 Year | 17.28% | - |
| 5 Year | 20.09% | - |
Risk Management
| Scheme Name | Franklin India Small Cap Fund-Growth | Motilal Oswal Small Cap Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 14.27% | - |
| Sharp | 0.82% | - |
| Beta | 0.81% | - |
| Alpha | 0.96% | - |
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 | 7.76 | 18.68 |
| Small Cap | 79.93 | 71.54 |
| Large Cap | 5.24 | 1.38 |
| Mid Cap | 7.06 | 8.41 |
Sector Allocation
| Scheme Name |
Franklin India Small Cap Fund-Growth |
Motilal Oswal Small Cap Fund - Regular (G) |
|---|---|---|
| Others | 2.94 | 6.08 |
| Consumer Cyclical | 20.17 | 24.6 |
| Financial Services | 18.12 | 18.26 |
| Technology | 8.86 | 8.55 |
| Industrials | 17.73 | 14.29 |
| Basic Materials | 10.16 | 8.64 |
| Healthcare | 10.61 | 11.42 |
| Utilities | 3.44 | 0 |
| Consumer Defensive | 3.71 | 4.08 |
| Real Estate | 4.25 | 2.35 |
| Energy | - | 1.74 |
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