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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) | ₹8055 Cr | ₹25975 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 | 3.95% | 2.84% |
| 6 Month | 13.78% | 11.09% |
| 1 Year | 4.11% | 2.65% |
| 3 Year | 25.2% | 19.44% |
| 5 Year | 30.95% | 26.19% |
SIP Return Analysis
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 3.17% | 1.05% |
| 1 Year | 16.29% | 10.59% |
| 3 Year | 23.53% | 16.5% |
| 5 Year | 24.02% | 18.81% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 23.59% | 17.27% |
| 3 Year | 27.76% | 19.6% |
| 5 Year | 30.23% | 20.16% |
Risk Management
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.15% | 11.78% |
| Sharp | 1.02% | 0.85% |
| Beta | 0.79% | 0.7% |
| Alpha | 3.63% | 0.23% |
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 | 10.46 | 14.56 |
| Large Cap | 9.14 | 3.37 |
| Small Cap | 65.34 | 68.95 |
| Mid Cap | 15.07 | 13.12 |
Sector Allocation
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 1.69 | 10.82 |
| Consumer Cyclical | 18.55 | 11.15 |
| Healthcare | 19.18 | 13.47 |
| Financial Services | 24.63 | 17.03 |
| Real Estate | 3.18 | 4.25 |
| Basic Materials | 6.93 | 11.37 |
| Technology | 6.88 | 8.99 |
| Energy | 0.31 | - |
| Industrials | 17.39 | 16.2 |
| Consumer Defensive | 1.26 | 5.22 |
| Utilities | - | 0.58 |
| Communication Services | - | 0.91 |
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