Motilal Oswal Small Cap Fund vs Franklin India Smaller Companies Fund compare
Franklin India Smaller Companies Fund-Growth
Motilal Oswal Small Cap Fund - Regular (G)
Chart Comparison
Overview
Scheme Name | Franklin India Smaller Companies Fund-Growth | Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
Fund | Franklin India Smaller Companies Fund-Growth | Motilal Oswal Small Cap Fund - Regular (G) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹13545 Cr | ₹4062 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 Smaller Companies Fund-Growth | Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
1 Month | 5.58% | 6.33% |
6 Month | -5.98% | -7.61% |
1 Year | -1.34% | 16.64% |
3 Year | 29.71% | - |
5 Year | 35.25% | - |
SIP Return Analysis
Scheme Name | Franklin India Smaller Companies Fund-Growth | Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
6 Month | 11.22% | 8.65% |
1 Year | 5.55% | 9.7% |
3 Year | 22.08% | - |
5 Year | 25.22% | - |
Rolling Lumpsum Returns
Scheme Name | Franklin India Smaller Companies Fund-Growth | Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
1 Year | 15.45% | 19.04% |
3 Year | 15.98% | - |
5 Year | 18.64% | - |
Risk Management
Scheme Name | Franklin India Smaller Companies Fund-Growth | Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
Standard Deviation | 14.96% | - |
Sharp | 1.29% | - |
Beta | 0.78% | - |
Alpha | 5.36% | - |
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Fund Managers
Scheme Name | Franklin India Smaller Companies 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 Smaller Companies Fund-Growth | Motilal Oswal Small Cap Fund - Regular (G) |
Market Cap
Scheme Name |
Franklin India Smaller Companies Fund-Growth |
Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
Others | 7.68 | 9.06 |
Small Cap | 76.55 | 74.55 |
Large Cap | 6.58 | 6.88 |
Mid Cap | 9.2 | 9.51 |
Sector Allocation
Scheme Name |
Franklin India Smaller Companies Fund-Growth |
Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
Others | 7.68 | 4.92 |
Industrial Manufacturing | 4.18 | - |
Consumer Durables | 5.6 | - |
Banks | 13.07 | - |
IT - Software | 4.56 | - |
Transport Services | 1.15 | - |
Electrical Equipment | 0.53 | - |
Pharmaceuticals & Biotechnology | 5.3 | - |
Retailing | 4.15 | - |
Chemicals & Petrochemicals | 6.46 | - |
Commercial Services & Supplies | 0.98 | - |
Aerospace & Defense | 1.28 | - |
Healthcare Services | 4.3 | - |
Cement & Cement Products | 2.68 | - |
Industrial Products | 5.64 | - |
IT - Services | 0.86 | - |
Textiles & Apparels | 2 | - |
Oil | 0.88 | - |
Power | 2.2 | - |
Gas | 0.52 | - |
Auto Components | 5.29 | - |
Construction | 1.78 | - |
Financial Technology (Fintech) | 0.91 | - |
Agricultural Food & other Products | 1.44 | - |
Finance | 2.58 | - |
Capital Markets | 2.75 | - |
Personal Products | 1.37 | - |
Other Utilities | 0.94 | - |
Household Products | 0.81 | - |
Realty | 4.61 | - |
Leisure Services | 3.34 | - |
Entertainment | 0.17 | - |
Consumer Cyclical | - | 25.38 |
Basic Materials | - | 10.54 |
Financial Services | - | 11.69 |
Healthcare | - | 13.21 |
Technology | - | 5.32 |
Industrials | - | 22.27 |
Communication Services | - | 2.43 |
Consumer Defensive | - | 4.25 |
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