- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | -2.24% | -3.55% | -3.55% |
| 6 Month | 1.94% | 2.62% | 2.62% |
| 1 Year | -3.45% | -2.37% | -2.37% |
| 3 Year | 23.27% | 11.72% | 11.72% |
| 5 Year | 27.02% | - | - |
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 | 0.32% | -1.87% | -1.87% |
| 1 Year | 11.57% | 9.19% | 9.19% |
| 3 Year | 19.24% | 11.76% | 11.76% |
| 5 Year | 21.19% | - | - |
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 | 22.02% | 10.19% | 10.19% |
| 3 Year | 27.52% | 13.9% | 13.9% |
| 5 Year | 30.16% | - | - |
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 | 16.30% | 15.21% | 15.21% |
| Sharp | 1.05% | 0.45% | 0.45% |
| Beta | 0.78% | 0.71% | 0.71% |
| Alpha | 5.67% | -3.51% | -3.51% |
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 | 15.17 | 10.81 | 10.81 |
| Large Cap | 9.96 | 1.03 | 1.03 |
| Small Cap | 61.39 | 72.59 | 72.59 |
| Mid Cap | 13.49 | 15.57 | 15.57 |
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 | 2.64 | 3.37 | 3.37 |
| Consumer Cyclical | 18.6 | 17.04 | 17.04 |
| Healthcare | 17.83 | 16.74 | 16.74 |
| Financial Services | 27.01 | 11.83 | 11.83 |
| Real Estate | 5.57 | 0.86 | 0.86 |
| Basic Materials | 6.13 | 15.55 | 15.55 |
| Technology | 4.29 | 5.81 | 5.81 |
| Energy | 0.38 | - | - |
| Industrials | 16.3 | 16.81 | 16.81 |
| Consumer Defensive | 1.24 | 9.38 | 9.38 |
| Communication Services | - | 2.6 | 2.6 |
Top Comparisons
Kotak Pioneer Fund- Regular Plan- Growth Option
3Y Returns21.61%
Nippon India Quant Fund -Growth Plan - Growth Option
3Y Returns19.08%
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
3Y Returns0%
Axis Balanced Advantage Fund - Regular Plan - Growth
3Y Returns13.72%
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
3Y Returns22.44%
SBI Midcap Fund - Regular Plan - Growth
3Y Returns15.98%
DSP Short Term Fund - Regular Plan - Growth
3Y Returns7.25%
HSBC Short Duration Fund - Regular Growth
3Y Returns7.36%
