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Invesco India Smallcap Fund vs Sundaram Small Cap Fund Regular Plan compare
Invesco India Smallcap Fund - Regular Plan - Growth
Sundaram Small Cap Fund Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Fund | Invesco India Smallcap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹8999 Cr | ₹3450 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 30 Oct 2018 | 15 Feb 2005 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 47% | 22% |
| Expense Ratio | 1.78 | 1.97 |
| Manager | Aditya Khemani | Rohit Seksaria |
| ISIN Code | INF205K011T7 | INF903J01470 |
| 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 | Sundaram Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | -2.54% | -2.29% |
| 6 Month | -2.29% | -0.78% |
| 1 Year | -3.58% | -0.54% |
| 3 Year | 24.44% | 20% |
| 5 Year | 25.33% | 22.34% |
SIP Return Analysis
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.06% | 0.26% |
| 1 Year | 10.96% | 11.56% |
| 3 Year | 18.32% | 13.59% |
| 5 Year | 20.84% | 16.97% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 21.93% | 14.27% |
| 3 Year | 27.46% | 18.58% |
| 5 Year | 30.07% | 15.81% |
Risk Management
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.30% | 14.09% |
| Sharp | 1.05% | 0.88% |
| Beta | 0.78% | 0.77% |
| Alpha | 5.67% | 2.04% |
Fund Managers
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Name | Aditya Khemani | Rohit Seksaria |
| Total AUM | ₹12070 Cr | ₹0 Cr |
| Funds Managed | 3 | 15 |
| Invesco India Smallcap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 14.7 | 7.97 |
| Large Cap | 11.19 | 6.5 |
| Small Cap | 59.78 | 83.24 |
| Mid Cap | 14.33 | 2.29 |
Sector Allocation
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.3 | 4.94 |
| Consumer Cyclical | 20.98 | 20.39 |
| Financial Services | 27.45 | 19.4 |
| Real Estate | 7.05 | 2.33 |
| Healthcare | 17.04 | 12.01 |
| Technology | 4.09 | 4.57 |
| Basic Materials | 3.35 | 8.75 |
| Energy | 0.37 | - |
| Industrials | 16.19 | 18.92 |
| Consumer Defensive | 1.17 | 2.57 |
| Communication Services | - | 5.1 |
| Utilities | - | 1.03 |
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