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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) | ₹8055 Cr | ₹3341 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 | 5.87% | 4.81% |
| 6 Month | 13.91% | 13.07% |
| 1 Year | 7.49% | 3.86% |
| 3 Year | 26.06% | 20.93% |
| 5 Year | 31.47% | 27.62% |
SIP Return Analysis
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.17% | 2.95% |
| 1 Year | 16.29% | 16.44% |
| 3 Year | 23.53% | 17.75% |
| 5 Year | 24.02% | 19.71% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 23.59% | 14.64% |
| 3 Year | 27.76% | 18.25% |
| 5 Year | 30.23% | 15.68% |
Risk Management
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.15% | 14.09% |
| Sharp | 1.02% | 0.87% |
| Beta | 0.79% | 0.77% |
| Alpha | 3.63% | 0.62% |
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 | 10.46 | 8.28 |
| Large Cap | 9.14 | 5.92 |
| Small Cap | 65.34 | 84.1 |
| Mid Cap | 15.07 | 1.7 |
Sector Allocation
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 1.69 | 6.01 |
| Consumer Cyclical | 18.55 | 21.13 |
| Healthcare | 19.18 | 12.08 |
| Financial Services | 24.63 | 18.08 |
| Real Estate | 3.18 | 2.41 |
| Basic Materials | 6.93 | 7.98 |
| Technology | 6.88 | 4.45 |
| Energy | 0.31 | - |
| Industrials | 17.39 | 18.55 |
| Consumer Defensive | 1.26 | 2.7 |
| Communication Services | - | 5.47 |
| Utilities | - | 1.14 |
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