Axis Small Cap Fund vs Invesco India Smallcap Fund compare
Invesco India Smallcap Fund - Regular Plan - Growth
Axis Small Cap Fund Regular Growth
Chart Comparison
Overview
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
Fund | Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹7425 Cr | ₹26379 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 30 Oct 2018 | 29 Nov 2013 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
Turn Over | 47% | 5% |
Expense Ratio | 1.78 | 1.61 |
Manager | Aditya Khemani | Shreyash Devalkar |
ISIN Code | INF205K011T7 | INF846K01K01 |
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 | Axis Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
1 Month | -2.27% | -1.58% |
6 Month | 9.9% | 9.77% |
1 Year | 4.46% | 2.23% |
3 Year | 26.95% | 21.25% |
5 Year | 32.68% | 29.63% |
SIP Return Analysis
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
6 Month | 11.21% | 8.78% |
1 Year | 14.52% | 11.4% |
3 Year | 26.8% | 19.89% |
5 Year | 26.52% | 21.66% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
1 Year | 25.13% | 18.22% |
3 Year | 27.76% | 19.38% |
5 Year | 28.72% | 19.81% |
Risk Management
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
Standard Deviation | 16.34% | 11.78% |
Sharp | 1.40% | 1.25% |
Beta | 0.79% | 0.7% |
Alpha | 4.97% | 1.25% |
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Fund Managers
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
---|---|---|
Name | Aditya Khemani | Shreyash Devalkar |
Total AUM | ₹12070 Cr | ₹166770 Cr |
Funds Managed | 3 | 14 |
Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
Market Cap
Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Axis Small Cap Fund Regular Growth |
---|---|---|
Others | 8.83 | 14.62 |
Large Cap | 8.68 | 3.62 |
Small Cap | 62.33 | 67.14 |
Mid Cap | 20.16 | 14.62 |
Sector Allocation
Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Axis Small Cap Fund Regular Growth |
---|---|---|
Others | 2.63 | 11.39 |
Consumer Cyclical | 13.81 | 9.93 |
Healthcare | 19.36 | 11.89 |
Industrials | 19.14 | 17.93 |
Financial Services | 29.16 | 19.03 |
Basic Materials | 6.34 | 11.25 |
Technology | 4.27 | 7.37 |
Real Estate | 2.5 | 4.47 |
Communication Services | 1.31 | 0.92 |
Consumer Defensive | 1.49 | 5.3 |
Utilities | - | 0.52 |
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