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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) | ₹7718 Cr | ₹4824 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 | 2.22% | 3.43% |
| 6 Month | 24.14% | 21.87% |
| 1 Year | -1.51% | -6.43% |
| 3 Year | 25.34% | 17.32% |
| 5 Year | 29.01% | 22.85% |
SIP Return Analysis
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| 6 Month | 4.39% | 3.59% |
| 1 Year | 12.34% | 8.51% |
| 3 Year | 23.58% | 15.07% |
| 5 Year | 24.22% | 16.19% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| 1 Year | 24.48% | 11.27% |
| 3 Year | 27.92% | 16.73% |
| 5 Year | 30.15% | 15.06% |
Risk Management
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| Standard Deviation | 16.15% | 17.55% |
| Sharp | 1.02% | 0.58% |
| Beta | 0.78% | 0.88% |
| Alpha | 4.19% | -3.60% |
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 | 9.79 | 6.92 |
| Large Cap | 8.27 | 3.09 |
| Small Cap | 66.32 | 77.58 |
| Mid Cap | 15.62 | 12.4 |
Sector Allocation
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| Others | 2.17 | 3.94 |
| Consumer Cyclical | 15.45 | 17.36 |
| Healthcare | 20.68 | 14.13 |
| Financial Services | 24.94 | 17.22 |
| Real Estate | 3.33 | 4.49 |
| Basic Materials | 7.53 | 12.45 |
| Technology | 5.15 | 2.22 |
| Industrials | 19.31 | 18.89 |
| Consumer Defensive | 1.45 | 7.92 |
| Utilities | - | 1.39 |
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