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Aditya Birla Sun Life Small Cap Fund vs Invesco India Smallcap Fund compare

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tortoise-icon Invesco India Smallcap Fund - Regular Plan - Growth

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tortoise-icon Aditya Birla Sun Life Small Cap Fund - GROWTH

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Chart Comparison

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

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 Risk Very High Risk
Asset Size (Cr) ₹5905 Cr ₹4585 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 Index BSE 250 SmallCap Index
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 -13.2% -14.13%
6 Month -11.95% -18.42%
1 Year 5.13% -4.21%
3 Year 19.83% 11.18%
5 Year 23.88% 17.68%

SIP Return Analysis

Scheme Name Invesco India Smallcap Fund - Regular Plan - Growth Aditya Birla Sun Life Small Cap Fund - GROWTH
6 Month - -
1 Year -10.04% -21.55%
3 Year 20.97% 10.3%
5 Year 25.16% 16.58%

Rolling Lumpsum Returns

Scheme Name Invesco India Smallcap Fund - Regular Plan - Growth Aditya Birla Sun Life Small Cap Fund - GROWTH
1 Year 26.35% 12.75%
3 Year 28.04% 16.73%
5 Year 28.21% 14.7%

Risk Management

Scheme Name Invesco India Smallcap Fund - Regular Plan - Growth Aditya Birla Sun Life Small Cap Fund - GROWTH
Standard Deviation 14.52% 15.15%
Sharp 1.23% 0.8%
Beta 0.74% 0.84%
Alpha 4.89% -2.07%

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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
Fund Manage 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 2.12 1.81
Small Cap 66.39 82.39
Large Cap 3.59 0.46
Mid Cap 27.9 14.93

Sector Allocation

Scheme Name

Invesco India Smallcap Fund - Regular Plan - Growth

Aditya Birla Sun Life Small Cap Fund - GROWTH

Others 2.12 1.81
Auto Components 3.26 8.26
Retailing 2.63 1.79
Finance 4.79 4.14
Industrial Products 5.8 11.31
Pharmaceuticals & Biotechnology 8.2 4.36
Banks 2.64 1.78
Electrical Equipment 6.86 8.22
IT - Software 4.5 3.78
Consumer Durables 12.04 5.69
Paper, Forest & Jute Products 3.66 1.08
Healthcare Services 4.38 2.56
Transport Services 1.07 0.16
Petroleum Products 1.21 -
Chemicals & Petrochemicals 1.16 4.82
IT - Hardware 0.97 -
Construction 2.48 3.45
Commercial Services & Supplies 0.79 2.67
Capital Markets 14.76 1.3
Aerospace & Defense 1.49 -
Realty 2 5.68
Agricultural, Commercial & Construction Vehicles 1.72 1.55
Cement & Cement Products 1.43 2.47
Telecom - Services 1.26 -
Insurance 1.2 2
Automobiles 0.87 0.25
Food Products 2.29 1.58
Industrial Manufacturing 3.45 6.05
Power 0.97 -
IT - Services - 1.55
Leisure Services - 1.29
Non - Ferrous Metals - 1.31
Entertainment - 0.83
Textiles & Apparels - 3.08
Financial Technology (Fintech) - 0.73
Agricultural Food & other Products - 1.67
Minerals & Mining - 0.03
Personal Products - 0.86
Beverages - 1.48

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