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SBI Small Cap Fund vs Invesco India Smallcap Fund compare
SBI Small Cap Fund Regular Growth
Invesco India Smallcap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | SBI Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | SBI Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹35245 Cr | ₹7718 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 09 Sep 2009 | 30 Oct 2018 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | BSE 250 SmallCap TRI |
| Turn Over | 9% | 47% |
| Expense Ratio | 1.58 | 1.78 |
| Manager | Pradeep Kesavan | Aditya Khemani |
| ISIN Code | INF200K01T28 | INF205K011T7 |
| Exits Load | SBI Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Invesco India Smallcap 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 | SBI Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 3.94% | 2.22% |
| 6 Month | 17.52% | 24.14% |
| 1 Year | -6.41% | -1.51% |
| 3 Year | 15.14% | 25.34% |
| 5 Year | 23.46% | 29.01% |
SIP Return Analysis
| Scheme Name | SBI Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.02% | 4.39% |
| 1 Year | 7.75% | 12.34% |
| 3 Year | 13.64% | 23.58% |
| 5 Year | 16.84% | 24.22% |
Rolling Lumpsum Returns
| Scheme Name | SBI Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.34% | 24.48% |
| 3 Year | 23.66% | 27.92% |
| 5 Year | 22.84% | 30.15% |
Risk Management
| Scheme Name | SBI Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.59% | 16.15% |
| Sharp | 0.66% | 1.02% |
| Beta | 0.69% | 0.78% |
| Alpha | -2.11% | 4.19% |
Fund Managers
| Scheme Name | SBI Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Pradeep Kesavan | Aditya Khemani |
| Total AUM | ₹434274 Cr | ₹12070 Cr |
| Funds Managed | 43 | 3 |
| SBI Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
SBI Small Cap Fund Regular Growth |
Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 18.88 | 8.64 |
| Small Cap | 79.51 | 67.29 |
| Mid Cap | 1.61 | 16.29 |
| Large Cap | - | 7.78 |
Sector Allocation
| Scheme Name |
SBI Small Cap Fund Regular Growth |
Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 16.66 | 2.45 |
| Consumer Defensive | 4.29 | 1.61 |
| Financial Services | 13.47 | 26.86 |
| Basic Materials | 13.73 | 7.46 |
| Consumer Cyclical | 19.12 | 14.83 |
| Industrials | 26 | 17.65 |
| Communication Services | 1.44 | 0 |
| Technology | 1.19 | 5.24 |
| Utilities | 0.23 | - |
| Real Estate | 1.26 | 2.67 |
| Healthcare | 2.6 | 21.23 |
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