- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | 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 | 3.9% | 2.44% |
| 6 Month | 14.48% | 12.61% |
| 1 Year | 5.19% | -0.08% |
| 3 Year | 25.5% | 20.32% |
| 5 Year | 31.24% | 28.78% |
SIP Return Analysis
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.98% | 2.34% |
| 1 Year | 16.91% | 12.07% |
| 3 Year | 22.81% | 16.78% |
| 5 Year | 23.38% | 19.56% |
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 |
Top Comparisons
Franklin India ELSS Tax Saver Fund-Growth
3Y Returns18.17%
Tata ELSS Fund - Regular Plan - Growth Option
3Y Returns15.28%
Edelweiss Arbitrage Fund- Regular Plan- Growth Option
3Y Returns7.12%
LIC MF Arbitrage Fund Regular - Growth
3Y Returns6.68%
BANDHAN Credit Risk Fund - Regular Plan Growth
3Y Returns6.65%
DSP Credit Risk Fund - Regular Plan -Growth
3Y Returns14.87%
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
3Y Returns7.02%
UTI Ultra Short Duration Fund- Regular Plan - Growth Option
3Y Returns6.91%
