- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹13995 Cr | ₹5229 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 | -3.75% | -2.82% |
| 6 Month | 2.84% | 2.77% |
| 1 Year | -3.77% | 11.19% |
| 3 Year | 24.26% | - |
| 5 Year | 32.06% | - |
SIP Return Analysis
| Scheme Name | Franklin India Small Cap Fund-Growth | Motilal Oswal Small Cap Fund - Regular (G) |
|---|---|---|
| 6 Month | 6.94% | 7.31% |
| 1 Year | 1.42% | 5.38% |
| 3 Year | 18.01% | - |
| 5 Year | 22.33% | - |
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 | 1.34% | - |
| Beta | 0.81% | - |
| Alpha | 3.22% | - |
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 | 5.67 | 15.28 |
| Small Cap | 80.17 | 67.59 |
| Large Cap | 5.94 | 5.14 |
| Mid Cap | 8.22 | 12 |
Sector Allocation
| Scheme Name |
Franklin India Small Cap Fund-Growth |
Motilal Oswal Small Cap Fund - Regular (G) |
|---|---|---|
| Others | 5.67 | 9.21 |
| Industrials | 17.76 | 25.07 |
| Consumer Cyclical | 17.77 | 18.77 |
| Financial Services | 19.22 | 13.88 |
| Technology | 6.38 | 3.4 |
| Healthcare | 11.03 | 10.1 |
| Basic Materials | 9.91 | 9.92 |
| Energy | 0.96 | 1.05 |
| Utilities | 2.87 | 1.69 |
| Consumer Defensive | 3.77 | 4.66 |
| Real Estate | 4.65 | - |
| Communication Services | - | 2.25 |
Top Comparisons
Nippon India Quant Fund -Growth Plan - Growth Option
3Y Returns20.68%
Axis Quant Fund - Regular Plan - Growth
3Y Returns13.61%
SBI Equity Savings Fund - Regular Plan - Growth
3Y Returns11.27%
Axis Equity Savings Fund - Regular Plan - Growth
3Y Returns9.64%
Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option
3Y Returns18.96%
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
3Y Returns19.22%
WhiteOak Capital Multi Cap Fund - Regular (G)
3Y Returns0%
Quant Multi Cap Fund-Growth
3Y Returns13.68%
