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Aditya Birla Sun Life Small Cap Fund vs Invesco India Smallcap Fund compare
Invesco India Smallcap Fund - Regular Plan - Growth
Aditya Birla Sun Life Small Cap Fund - GROWTH
Chart Comparison
Overview
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| Fund | Invesco India Smallcap Fund - Regular Plan - Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹8999 Cr | ₹5049 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Oct 2018 | 31 May 2007 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | BSE 250 SmallCap TRI |
| Turn Over | 47% | 34% |
| Expense Ratio | 1.78 | 1.89 |
| Manager | Aditya Khemani | Dhaval Joshi |
| ISIN Code | INF205K011T7 | INF209K01EN2 |
| Exits Load | Invesco India Smallcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Aditya Birla Sun Life Small cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| 1 Month | -1.6% | -3.15% |
| 6 Month | 0.87% | -0.65% |
| 1 Year | -4.94% | -6.77% |
| 3 Year | 23.53% | 16.65% |
| 5 Year | 26.83% | 19.32% |
SIP Return Analysis
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| 6 Month | -0.98% | -0.94% |
| 1 Year | 11% | 9.48% |
| 3 Year | 18.89% | 11.61% |
| 5 Year | 20.91% | 13.64% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| 1 Year | 22.02% | 9.97% |
| 3 Year | 27.52% | 16.94% |
| 5 Year | 30.16% | 15.46% |
Risk Management
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| Standard Deviation | 16.30% | 17.74% |
| Sharp | 1.05% | 0.65% |
| Beta | 0.78% | 0.87% |
| Alpha | 5.67% | -1.17% |
Fund Managers
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| Name | Aditya Khemani | Dhaval Joshi |
| Total AUM | ₹12070 Cr | ₹361932 Cr |
| Funds Managed | 3 | 55 |
| Invesco India Smallcap Fund - Regular Plan - Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
Market Cap
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| Others | 15.17 | 8.97 |
| Large Cap | 9.96 | 2.29 |
| Small Cap | 61.39 | 77.23 |
| Mid Cap | 13.49 | 11.52 |
Sector Allocation
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| Others | 2.64 | 5.75 |
| Consumer Cyclical | 18.6 | 16.2 |
| Healthcare | 17.83 | 12.82 |
| Financial Services | 27.01 | 19.92 |
| Real Estate | 7.82 | 4.79 |
| Technology | 4.29 | 2.19 |
| Basic Materials | 3.88 | 11.56 |
| Energy | 0.38 | - |
| Industrials | 16.3 | 17.97 |
| Consumer Defensive | 1.24 | 7.26 |
| Utilities | - | 1.54 |
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