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PGIM India Small Cap Fund vs Invesco India Smallcap Fund compare
Invesco India Smallcap Fund - Regular Plan - Growth
PGIM India Small Cap Fund - Regular Plan - Growth Option
PGIM India Small Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Fund | Invesco India Smallcap Fund - Regular Plan - Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹9225 Cr | ₹1560 Cr | ₹1560 Cr |
| Min Investment | ₹100 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 | ₹1000 |
| Launch Date | 30 Oct 2018 | 29 Jul 2021 | 29 Jul 2021 |
| Category | Small Cap | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 47% | 119% | 119% |
| Expense Ratio | 1.78 | 2.07 | 2.07 |
| Manager | Aditya Khemani | Puneet Pal | Puneet Pal |
| ISIN Code | INF205K011T7 | INF663L01W30 | INF663L01W30 |
| 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 | PGIM India Small Cap Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 | PGIM India Small Cap Fund - Regular Plan - Growth charges 0.5% 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 | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Month | -6.65% | -6.15% | -6.15% |
| 6 Month | -9.69% | -10.1% | -10.1% |
| 1 Year | -1.71% | -0.33% | -0.33% |
| 3 Year | 21.72% | 11.49% | 11.49% |
| 5 Year | 23.02% | - | - |
SIP Return Analysis
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 6 Month | -3.59% | -4.69% | -4.69% |
| 1 Year | 3.57% | 1.73% | 1.73% |
| 3 Year | 15.04% | 8.63% | 8.63% |
| 5 Year | 18.84% | - | - |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Year | 21.44% | 8.47% | 8.47% |
| 3 Year | 27.4% | 13.84% | 13.84% |
| 5 Year | 29.9% | - | - |
Risk Management
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Standard Deviation | 14.52% | 17.88% | 17.88% |
| Sharp | 1.08% | 0.56% | 0.56% |
| Beta | 0.78% | 0.7% | 0.7% |
| Alpha | 5.22% | -2.71% | -2.71% |
Fund Managers
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Name | Aditya Khemani | Puneet Pal | Puneet Pal |
| Total AUM | ₹12070 Cr | ₹20950 Cr | ₹20950 Cr |
| Funds Managed | 3 | 19 | 19 |
| Invesco India Smallcap Fund - Regular Plan - Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 20.47 | 18.67 | 18.67 |
| Large Cap | 12.97 | 0.94 | 0.94 |
| Small Cap | 53.79 | 63.27 | 63.27 |
| Mid Cap | 12.77 | 17.12 | 17.12 |
Sector Allocation
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 2.23 | 2.79 | 2.79 |
| Consumer Cyclical | 22.08 | 15.41 | 15.41 |
| Healthcare | 17.66 | 16.06 | 16.06 |
| Financial Services | 25.75 | 15.57 | 15.57 |
| Real Estate | 6.79 | 0.77 | 0.77 |
| Technology | 3.93 | 6.73 | 6.73 |
| Basic Materials | 3.32 | 13.44 | 13.44 |
| Energy | 0.33 | - | - |
| Industrials | 16.89 | 16.87 | 16.87 |
| Consumer Defensive | 1.01 | 9.82 | 9.82 |
| Communication Services | - | 2.54 | 2.54 |
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