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Invesco India Smallcap Fund vs Edelweiss Small Cap 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) | ₹8999 Cr | ₹5330 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 | -2.36% | -1.06% |
| 6 Month | -0.88% | -1.29% |
| 1 Year | -2.2% | -2.13% |
| 3 Year | 25.24% | 20.7% |
| 5 Year | 25.87% | 24.51% |
SIP Return Analysis
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.06% | 0.35% |
| 1 Year | 10.96% | 9.69% |
| 3 Year | 18.32% | 13.62% |
| 5 Year | 20.84% | 17.46% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 21.93% | 24.64% |
| 3 Year | 27.46% | 27.85% |
| 5 Year | 30.07% | 31.03% |
Risk Management
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.30% | 15.96% |
| Sharp | 1.05% | 0.79% |
| Beta | 0.78% | 0.79% |
| Alpha | 5.67% | 1.21% |
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 | 14.7 | 3.95 |
| Large Cap | 11.19 | - |
| Small Cap | 59.78 | 73.3 |
| Mid Cap | 14.33 | 22.75 |
Sector Allocation
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.3 | 2.51 |
| Consumer Cyclical | 20.98 | 18.74 |
| Financial Services | 27.45 | 23.14 |
| Real Estate | 7.05 | 2.08 |
| Healthcare | 17.04 | 11.23 |
| Technology | 4.09 | 7.38 |
| Basic Materials | 3.35 | 14.63 |
| Energy | 0.37 | 0 |
| Industrials | 16.19 | 14.72 |
| Consumer Defensive | 1.17 | 5.56 |
| Utilities | - | 0 |
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