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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) | ₹7425 Cr | ₹1487 Cr | ₹1487 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 | 4.24% | 6.11% | 6.11% |
| 6 Month | 7.25% | 9.39% | 9.39% |
| 1 Year | 10.84% | 7.76% | 7.76% |
| 3 Year | 30.09% | 18.06% | 18.06% |
| 5 Year | 33.57% | - | - |
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 | 13.48% | 14.03% | 14.03% |
| 1 Year | 16.9% | 17.39% | 17.39% |
| 3 Year | 28.03% | 18.03% | 18.03% |
| 5 Year | 27.53% | - | - |
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 | 25.13% | 11.51% | 11.51% |
| 3 Year | 27.76% | 12.63% | 12.63% |
| 5 Year | 28.72% | - | - |
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 | 16.34% | 15.89% | 15.89% |
| Sharp | 1.40% | 0.77% | 0.77% |
| Beta | 0.79% | 0.75% | 0.75% |
| Alpha | 4.97% | -4.93% | -4.93% |
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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 | 8.83 | 5.28 | 5.28 |
| Large Cap | 8.68 | - | - |
| Small Cap | 62.33 | 75.18 | 75.18 |
| Mid Cap | 20.16 | 19.55 | 19.55 |
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 | 2.63 | 2.63 | 2.63 |
| Consumer Cyclical | 13.81 | 14.86 | 14.86 |
| Healthcare | 19.36 | 15.28 | 15.28 |
| Industrials | 19.14 | 17.48 | 17.48 |
| Financial Services | 29.16 | 13.78 | 13.78 |
| Basic Materials | 6.34 | 17.12 | 17.12 |
| Technology | 4.27 | 3.74 | 3.74 |
| Real Estate | 2.5 | 0.97 | 0.97 |
| Communication Services | 1.31 | 3.75 | 3.75 |
| Consumer Defensive | 1.49 | 9.86 | 9.86 |
| Utilities | - | 0.53 | 0.53 |
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