Edelweiss Small Cap Fund vs Invesco India Smallcap Fund compare
Invesco India Smallcap Fund - Regular Plan - Growth
Edelweiss Small Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
Fund | Invesco India Smallcap Fund - Regular Plan - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹6823 Cr | ₹4580 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 30 Oct 2018 | 07 Feb 2019 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
Turn Over | 47% | 18% |
Expense Ratio | 1.78 | 1.84 |
Manager | Aditya Khemani | Trideep Bhattacharya |
ISIN Code | INF205K011T7 | INF754K01JJ4 |
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 | Edelweiss 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 | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
1 Month | 4.34% | 4.54% |
6 Month | -2.07% | -1.57% |
1 Year | 8.96% | 3.24% |
3 Year | 31.53% | 27.06% |
5 Year | 33.54% | 34.05% |
SIP Return Analysis
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 13.89% | 13.2% |
1 Year | 16.94% | 13.49% |
3 Year | 27.74% | 21.95% |
5 Year | 27.28% | 24.19% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 25.13% | 28.61% |
3 Year | 27.76% | 29.3% |
5 Year | 28.72% | 32.14% |
Risk Management
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 16.34% | 16.48% |
Sharp | 1.40% | 1.16% |
Beta | 0.79% | 0.82% |
Alpha | 4.97% | 0.57% |
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Fund Managers
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
Name | Aditya Khemani | Trideep Bhattacharya |
Total AUM | ₹12070 Cr | ₹0 Cr |
Funds Managed | 3 | 9 |
Invesco India Smallcap Fund - Regular Plan - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 6.59 | 4.18 |
Large Cap | 9.73 | - |
Small Cap | 63.76 | 67.46 |
Mid Cap | 19.91 | 28.35 |
Sector Allocation
Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 1.87 | 4.18 |
Consumer Cyclical | 15.27 | 16.21 |
Healthcare | 16.73 | 10.29 |
Industrials | 20.38 | 15.11 |
Financial Services | 28.95 | 20.64 |
Technology | 4.62 | 8.85 |
Basic Materials | 6.43 | 15.28 |
Real Estate | 2.68 | 2.74 |
Communication Services | 1.33 | - |
Consumer Defensive | 1.73 | 5.83 |
Energy | - | 0.88 |
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