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) | ₹5905 Cr | ₹3168 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 | 2.5% | 3.46% |
6 Month | -7.42% | -10.47% |
1 Year | 9% | 0.06% |
3 Year | 22.55% | 17.22% |
5 Year | 32.63% | 31.45% |
SIP Return Analysis
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | -1.56% | -0.29% |
1 Year | -5.82% | -8.28% |
3 Year | 23.08% | 16.71% |
5 Year | 25.28% | 21.34% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 26.35% | 16.78% |
3 Year | 28.04% | 18.05% |
5 Year | 28.21% | 15.38% |
Risk Management
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 16.892% | 14.09% |
Sharp | 0.805% | 0.52% |
Beta | 0.794% | 0.77% |
Alpha | 3.629% | 0.22% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 8.08 | 8.14 |
Large Cap | 2.77 | 5.51 |
Small Cap | 65.82 | 83.41 |
Mid Cap | 23.33 | 2.94 |
Sector Allocation
Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Others | 6.4 | 8.9 |
Consumer Cyclical | 10.82 | 18.36 |
Healthcare | 17.7 | 9.08 |
Financial Services | 20.58 | 17.68 |
Industrials | 23.62 | 19.46 |
Technology | 8.84 | 4.4 |
Basic Materials | 6.95 | 9.08 |
Energy | 0 | - |
Real Estate | 1.99 | 3.3 |
Communication Services | 1.11 | 3.59 |
Consumer Defensive | 2 | 4.93 |
Utilities | - | 1.22 |
Top Comparisons
Sundaram ELSS Tax Saver Fund Regular Growth
3Y Returns14.76%
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
3Y Returns14.76%
HDFC Multi-Asset Fund - Growth Option
3Y Returns13.78%
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
3Y Returns0%
Edelweiss Arbitrage Fund- Regular Plan- Growth Option
3Y Returns6.76%
Mirae Asset Arbitrage Fund Regular Growth
3Y Returns6.57%
Aditya Birla Sun Life Liquid Fund-Institutional (Growth)
3Y Returns6.83%
Baroda BNP Paribas LIQUID FUND - Regular Plan - GROWTH OPTION
3Y Returns6.8%