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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) | ₹8999 Cr | ₹26769 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 | -2.87% | -4.1% |
| 6 Month | 0.1% | -2.09% |
| 1 Year | -6.19% | -5.1% |
| 3 Year | 23.29% | 16.9% |
| 5 Year | 25.75% | 21.83% |
SIP Return Analysis
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -0.98% | -1.82% |
| 1 Year | 11% | 6.55% |
| 3 Year | 18.89% | 13.03% |
| 5 Year | 20.91% | 16.2% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 21.93% | 16.71% |
| 3 Year | 27.46% | 19.3% |
| 5 Year | 30.07% | 20.5% |
Risk Management
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.30% | 11.78% |
| Sharp | 1.05% | 0.84% |
| Beta | 0.78% | 0.7% |
| Alpha | 5.67% | 1.26% |
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 | 14.7 | 13.75 |
| Large Cap | 11.19 | 5.12 |
| Small Cap | 59.78 | 68.75 |
| Mid Cap | 14.33 | 12.38 |
Sector Allocation
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Axis Small Cap Fund Regular Growth |
|---|---|---|
| Others | 2.3 | 8.14 |
| Consumer Cyclical | 20.98 | 11.69 |
| Financial Services | 27.45 | 19.23 |
| Real Estate | 7.05 | 4.35 |
| Healthcare | 17.04 | 13.34 |
| Technology | 4.09 | 9.11 |
| Basic Materials | 3.35 | 10.48 |
| Energy | 0.37 | 0.94 |
| Industrials | 16.19 | 15.57 |
| Consumer Defensive | 1.17 | 5.47 |
| Utilities | - | 0.9 |
| Communication Services | - | 0.75 |
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