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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) | ₹8055 Cr | ₹5057 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 30 Oct 2018 | 07 Feb 2019 |
| Category | ELSS | ELSS |
| 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 | 3.95% | 2.49% |
| 6 Month | 13.78% | 11.58% |
| 1 Year | 4.11% | -1.3% |
| 3 Year | 25.2% | 20.25% |
| 5 Year | 30.95% | 28.69% |
SIP Return Analysis
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.49% | -0.46% |
| 1 Year | 7.56% | 6.51% |
| 3 Year | 19.57% | 14.79% |
| 5 Year | 21.54% | 18.41% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 23.59% | 26.11% |
| 3 Year | 27.76% | 28.51% |
| 5 Year | 30.23% | 32.22% |
Risk Management
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.24% | 15.89% |
| Sharp | 1.08% | 0.84% |
| Beta | 0.79% | 0.79% |
| Alpha | 4.43% | 0.18% |
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 | 10.46 | 2.78 |
| Large Cap | 9.14 | - |
| Small Cap | 65.34 | 73.32 |
| Mid Cap | 15.07 | 23.9 |
Sector Allocation
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.69 | 2.68 |
| Consumer Cyclical | 18.55 | 19.37 |
| Healthcare | 19.18 | 12 |
| Financial Services | 24.63 | 18.49 |
| Real Estate | 3.18 | 1.06 |
| Basic Materials | 6.93 | 15.33 |
| Technology | 6.88 | 7.75 |
| Energy | 0.31 | 0.71 |
| Industrials | 17.39 | 15.68 |
| Consumer Defensive | 1.26 | 5.89 |
| Utilities | - | 1.03 |
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