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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) | ₹7718 Cr | ₹4921 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 | 1.84% | 2.25% |
| 6 Month | 21.24% | 18.79% |
| 1 Year | -0.09% | -2.61% |
| 3 Year | 25.6% | 20.11% |
| 5 Year | 29.42% | 28.11% |
SIP Return Analysis
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.39% | 4.53% |
| 1 Year | 12.34% | 10.51% |
| 3 Year | 23.58% | 18.26% |
| 5 Year | 24.22% | 20.97% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 24.48% | 27.09% |
| 3 Year | 27.92% | 28.8% |
| 5 Year | 30.15% | 32.52% |
Risk Management
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.15% | 15.90% |
| Sharp | 1.02% | 0.78% |
| Beta | 0.78% | 0.80% |
| Alpha | 4.19% | -0.11% |
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 | 9.79 | 3.21 |
| Large Cap | 8.27 | - |
| Small Cap | 66.32 | 71.89 |
| Mid Cap | 15.62 | 24.9 |
Sector Allocation
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.17 | 3.1 |
| Consumer Cyclical | 15.45 | 21.24 |
| Healthcare | 20.68 | 10.65 |
| Financial Services | 24.94 | 17.07 |
| Real Estate | 3.33 | 1.13 |
| Basic Materials | 7.53 | 15.73 |
| Technology | 5.15 | 8.21 |
| Industrials | 19.31 | 15.29 |
| Consumer Defensive | 1.45 | 5.95 |
| Utilities | - | 1.03 |
| Energy | - | 0.62 |
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