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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 | 3.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 1.61 | 1.73 |
NAV | ₹109.69 | ₹186.08 |
Fund Started | 11 Nov 2013 | 16 Nov 2005 |
Fund Size | ₹23952.33 Cr | ₹14045.32 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
3.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.61
1.73
NAV
₹109.69
₹186.08
Fund Started
11 Nov 2013
16 Nov 2005
Fund Size
₹23952.33 Cr
₹14045.32 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 | 31.56% | 31.35% |
3 Year | 21.55% | 26.34% |
5 Year | 28.58% | 30.60% |
1 Year
31.56%
31.35%
3 Year
21.55%
26.34%
5 Year
28.58%
30.60%
Holding Analysis
Equity | 87.53% | 94.58% |
Cash | 0.83% | 5.24% |
Equity
87.53%
94.58%
Cash
0.83%
5.24%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Blue Star Ltd. | 3.60% |
Brigade Enterprises Ltd. | 3.03% |
Cholamandalam Financial Holdings Ltd. | 2.70% |
Krishna Institute of Medical Sciences Ltd | 2.45% |
Kaynes Technology India Ltd. | 2.42% |
JB Chemicals & Pharmaceuticals Ltd. | 1.98% |
CCL Products (India) Ltd. | 1.97% |
PB Fintech Ltd. | 1.84% |
Galaxy Surfactants Ltd. | 1.72% |
Can Fin Homes Ltd. | 1.64% |
Name | Assets |
|---|---|
Brigade Enterprises Ltd. | 3.27% |
Aster DM Healthcare Ltd. | 2.70% |
Deepak Nitrite Ltd. | 2.62% |
Karur Vysya Bank Ltd. | 2.50% |
Equitas Small Finance Bank Ltd. | 2.41% |
Kalyan Jewellers India Ltd. | 2.34% |
JB Chemicals & Pharmaceuticals Ltd. | 2.04% |
Crompton Greaves Consumer Electricals Ltd. | 1.93% |
IIFL Wealth Management Ltd. | 1.92% |
Amara Raja Energy & Mobility Ltd | 1.81% |
Fund Manager
Name | Mayank Hyanki | Akhil Kalluri |
Start Date | 05 Apr 2024 | 08 Sep 2022 |
Name
Mayank Hyanki
Akhil Kalluri
Start Date
05 Apr 2024
08 Sep 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
