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Compare Axis Small Cap Fund vs Franklin India Smaller Companies Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 3.0 | 4.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 1.59 | 1.74 |
NAV | ₹108.78 | ₹175.73 |
Fund Started | 11 Nov 2013 | 16 Nov 2005 |
Fund Size | ₹25062.36 Cr | ₹13544.68 Cr |
Exit Load | Exit load of 1% for investments beyond 10% if redeemed within 12 months | Exit load of 1% if redeemed within 1 year. |
Risk
Very High
Very High
Rating
3.0
4.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.59
1.74
NAV
₹108.78
₹175.73
Fund Started
11 Nov 2013
16 Nov 2005
Fund Size
₹25062.36 Cr
₹13544.68 Cr
Exit Load
Exit load of 1% for investments beyond 10% if redeemed within 12 months
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 7.04% | -3.68% |
3 Year | 24.81% | 30.19% |
5 Year | 31.25% | 34.72% |
1 Year
7.04%
-3.68%
3 Year
24.81%
30.19%
5 Year
31.25%
34.72%
Holding Analysis
Equity | 89.29% | 92.74% |
Cash | -1.52% | 6.89% |
Equity
89.29%
92.74%
Cash
-1.52%
6.89%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Krishna Institute of Medical Sciences Ltd | 2.94% |
Brigade Enterprises Ltd. | 2.69% |
Cholamandalam Financial Holdings Ltd. | 2.67% |
CCL Products (India) Ltd. | 2.45% |
Kaynes Technology India Ltd. | 2.18% |
Blue Star Ltd. | 2.17% |
Nifty 50 | 1.94% |
Narayana Hrudayalaya Ltd. | 1.76% |
Multi Commodity Exchange Of India Ltd. | 1.72% |
PB Fintech Ltd. | 1.68% |
Name | Assets |
|---|---|
Aster DM Healthcare Ltd. | 3.28% |
Brigade Enterprises Ltd. | 3.13% |
Karur Vysya Bank Ltd. | 2.29% |
Equitas Small Finance Bank Ltd. | 2.26% |
Eris Lifesciences Ltd. | 2.18% |
CCL Products (India) Ltd. | 2.13% |
Deepak Nitrite Ltd. | 2.08% |
Kalyan Jewellers India Ltd. | 2.05% |
Zensar Technologies Ltd. | 1.98% |
Crompton Greaves Consumer Electricals Ltd. | 1.80% |
Fund Manager
Name | Mayank Hyanki | Akhil Kalluri |
Start Date | 05 Apr 2024 | 07 Feb 2022 |
Name
Mayank Hyanki
Akhil Kalluri
Start Date
05 Apr 2024
07 Feb 2022
About Fund
Description | The scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies. | The Fund seeks to provide long-term capital appreciation by investing predominantly in small companies. cap companies. |
Launch Date | 11 Nov 2013 | 16 Nov 2005 |
Description
The scheme seeks to generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies.
The Fund seeks to provide long-term capital appreciation by investing predominantly in small companies. cap companies.
Launch Date
11 Nov 2013
16 Nov 2005