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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) | ₹7580 Cr | ₹4980 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 | -1.92% | -2.2% |
| 6 Month | 19.86% | 18.03% |
| 1 Year | -0.68% | -4.51% |
| 3 Year | 24.43% | 19.54% |
| 5 Year | 28.78% | 27.97% |
SIP Return Analysis
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 5.53% | 4.28% |
| 1 Year | 10.11% | 5.67% |
| 3 Year | 24.93% | 18.61% |
| 5 Year | 25.43% | 21.75% |
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 | 16.01% | 15.78% |
| Sharp | 1.17% | 0.95% |
| Beta | 0.78% | 0.80% |
| Alpha | 3.94% | -0.04% |
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 | 8.64 | 2.98 |
| Large Cap | 7.78 | - |
| Small Cap | 67.29 | 72.62 |
| Mid Cap | 16.29 | 24.4 |
Sector Allocation
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.45 | 2.87 |
| Consumer Cyclical | 14.83 | 19.88 |
| Healthcare | 21.23 | 10.62 |
| Financial Services | 26.86 | 17.79 |
| Basic Materials | 7.46 | 16.47 |
| Technology | 5.24 | 7.78 |
| Industrials | 17.65 | 16.64 |
| Real Estate | 2.67 | 1.21 |
| Communication Services | 0 | - |
| Consumer Defensive | 1.61 | 5.17 |
| Utilities | - | 0.89 |
| Energy | - | 0.68 |
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