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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) | ₹8720 Cr | ₹1634 Cr | ₹1634 Cr |
| Min Investment | ₹1000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹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 | 0.74% | 0.43% | 0.43% |
| 6 Month | 8.52% | 9.57% | 9.57% |
| 1 Year | 7.37% | 6.6% | 6.6% |
| 3 Year | 25.3% | 14.14% | 14.14% |
| 5 Year | 29.73% | - | - |
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 | 0.33% | 0.64% | 0.64% |
| 1 Year | 12.72% | 14.56% | 14.56% |
| 3 Year | 20.96% | 14.09% | 14.09% |
| 5 Year | 22.31% | - | - |
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 | 22.47% | 10.19% | 10.19% |
| 3 Year | 27.6% | 13.9% | 13.9% |
| 5 Year | 30.35% | - | - |
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 | 16.24% | 15.10% | 15.10% |
| Sharp | 1.08% | 0.53% | 0.53% |
| Beta | 0.79% | 0.72% | 0.72% |
| Alpha | 4.43% | -3.81% | -3.81% |
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 | 10.46 | 9.44 | 9.44 |
| Large Cap | 9.14 | 1.1 | 1.1 |
| Small Cap | 65.34 | 72.84 | 72.84 |
| Mid Cap | 15.07 | 16.61 | 16.61 |
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 | 1.69 | 2.56 | 2.56 |
| Consumer Cyclical | 18.55 | 15.86 | 15.86 |
| Healthcare | 19.18 | 17.16 | 17.16 |
| Financial Services | 24.63 | 11.77 | 11.77 |
| Real Estate | 3.18 | 0.78 | 0.78 |
| Basic Materials | 6.93 | 16.06 | 16.06 |
| Technology | 6.88 | 6.15 | 6.15 |
| Energy | 0.31 | - | - |
| Industrials | 17.39 | 17.39 | 17.39 |
| Consumer Defensive | 1.26 | 9.55 | 9.55 |
| Communication Services | - | 2.73 | 2.73 |
| Utilities | - | 0 | 0 |
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