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) | ₹35696 Cr | ₹7425 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 | -1% | -2.27% |
6 Month | 7.43% | 9.9% |
1 Year | -5.74% | 4.46% |
3 Year | 18.47% | 26.95% |
5 Year | 27.95% | 32.68% |
SIP Return Analysis
Scheme Name | SBI Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 8.22% | 11.21% |
1 Year | 6.68% | 14.52% |
3 Year | 15.61% | 26.8% |
5 Year | 18.78% | 26.52% |
Rolling Lumpsum Returns
Scheme Name | SBI Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 17.65% | 25.13% |
3 Year | 23.84% | 27.76% |
5 Year | 22.66% | 28.72% |
Risk Management
Scheme Name | SBI Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 11.59% | 16.34% |
Sharp | 1.05% | 1.40% |
Beta | 0.72% | 0.79% |
Alpha | -1.57% | 4.97% |
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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 | 19.53 | 8.83 |
Small Cap | 78.96 | 62.33 |
Mid Cap | 1.51 | 20.16 |
Large Cap | - | 8.68 |
Sector Allocation
Scheme Name |
SBI Small Cap Fund Regular Growth |
Invesco India Smallcap Fund - Regular Plan - Growth |
---|---|---|
Others | 17.44 | 2.63 |
Consumer Defensive | 4.53 | 1.49 |
Financial Services | 13.95 | 29.16 |
Basic Materials | 13.5 | 6.34 |
Consumer Cyclical | 19.26 | 13.81 |
Industrials | 24.69 | 19.14 |
Communication Services | 1.43 | 1.31 |
Technology | 1.29 | 4.27 |
Utilities | 0.21 | - |
Real Estate | 1.38 | 2.5 |
Healthcare | 2.33 | 19.36 |
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