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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) | ₹9225 Cr | ₹4938 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹100 | ₹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 | -5.52% | -2.96% |
| 6 Month | -6.36% | -5.23% |
| 1 Year | 3.3% | 5.29% |
| 3 Year | 22.64% | 16.97% |
| 5 Year | 23.6% | 17.4% |
SIP Return Analysis
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| 6 Month | -8.52% | -7.64% |
| 1 Year | -9% | -8.6% |
| 3 Year | 11.1% | 4.99% |
| 5 Year | 16.72% | 10.15% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| 1 Year | 21.44% | 9.59% |
| 3 Year | 27.4% | 16.94% |
| 5 Year | 29.9% | 15.54% |
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 | 1.08% | 0.69% |
| Beta | 0.78% | 0.87% |
| Alpha | 5.22% | -1.61% |
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 | 20.47 | 12.19 |
| Large Cap | 12.97 | 2.46 |
| Small Cap | 53.79 | 73.09 |
| Mid Cap | 12.77 | 12.27 |
Sector Allocation
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| Others | 2.23 | 4.75 |
| Consumer Cyclical | 22.08 | 17.17 |
| Healthcare | 17.66 | 14.11 |
| Financial Services | 25.75 | 20.82 |
| Real Estate | 6.79 | 4.63 |
| Technology | 3.93 | 2.25 |
| Basic Materials | 3.32 | 11.35 |
| Energy | 0.33 | - |
| Industrials | 16.89 | 15.96 |
| Consumer Defensive | 1.01 | 7.47 |
| Utilities | - | 1.49 |
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