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Motilal Oswal Small Cap Fund vs Franklin India Smaller Companies Fund compare

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tortoise-icon Franklin India Small Cap Fund-Growth

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tortoise-icon Motilal Oswal Small Cap Fund - Regular (G)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹13790 Cr ₹5830 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 -0.67% -1.02%
6 Month -0.21% 6.18%
1 Year -1.28% 5.23%
3 Year 21.29% -
5 Year 26.08% -

SIP Return Analysis

Scheme Name Franklin India Small Cap Fund-Growth Motilal Oswal Small Cap Fund - Regular (G)
6 Month -0.49% 3.95%
1 Year 6.86% 16.74%
3 Year 13.73% -
5 Year 18.78% -

Rolling Lumpsum Returns

Scheme Name Franklin India Small Cap Fund-Growth Motilal Oswal Small Cap Fund - Regular (G)
1 Year 14.56% 15.71%
3 Year 16.96% -
5 Year 19.69% -

Risk Management

Scheme Name Franklin India Small Cap Fund-Growth Motilal Oswal Small Cap Fund - Regular (G)
Standard Deviation 14.27% -
Sharp 0.93% -
Beta 0.81% -
Alpha 1.32% -

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 3.84 18.73
Small Cap 82.43 69.57
Large Cap 5.64 1.26
Mid Cap 8.1 10.44

Sector Allocation

Scheme Name

Franklin India Small Cap Fund-Growth

Motilal Oswal Small Cap Fund - Regular (G)

Others 2.53 7.5
Consumer Cyclical 20.09 23.75
Financial Services 17.93 15.15
Technology 7.98 7.71
Industrials 17.12 14.21
Basic Materials 10.48 10.93
Healthcare 10.96 12.61
Energy 1.02 1.63
Utilities 3.49 2.03
Consumer Defensive 3.71 3.38
Real Estate 4.69 1.11

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