SBI Small Cap Fund vs Invesco India Smallcap Fund compare

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SBI Small Cap Fund Regular Growth

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Invesco India Smallcap Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹31227 Cr	₹5905 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	1.59	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

Scheme Name	SBI Small Cap Fund Regular Growth	Invesco India Smallcap Fund - Regular Plan - Growth
1 Month	4.66%	8.48%
6 Month	-7.48%	-5.75%
1 Year	-1.46%	13.35%
3 Year	19.52%	29.48%
5 Year	29.41%	34.26%

Scheme Name	SBI Small Cap Fund Regular Growth	Invesco India Smallcap Fund - Regular Plan - Growth
6 Month	6.24%	10.61%
1 Year	-0.95%	12.24%
3 Year	14.89%	27.53%
5 Year	18.93%	27.36%

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%

Scheme Name	SBI Small Cap Fund Regular Growth	Invesco India Smallcap Fund - Regular Plan - Growth
Standard Deviation	11.59%	16.892%
Sharp	0.84%	0.805%
Beta	0.71%	0.794%
Alpha	-1.02%	3.629%

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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

Scheme Name	SBI Small Cap Fund Regular Growth	Invesco India Smallcap Fund - Regular Plan - Growth
Others	20.26	8.08
Small Cap	77.97	65.82
Mid Cap	1.77	23.33
Large Cap	-	2.77

Scheme Name	SBI Small Cap Fund Regular Growth	Invesco India Smallcap Fund - Regular Plan - Growth
Others	20.26	6.4
Food Products	2.04	-
Capital Markets	2.09	-
Chemicals & Petrochemicals	7.37	-
Retailing	3.98	-
Consumer Durables	7.85	-
Automobiles	0.75	-
Construction	5.3	-
Agricultural Food & other Products	1.92	-
Industrial Products	9.93	-
Fertilizers & Agrochemicals	2.4	-
Finance	7.13	-
Electrical Equipment	1.61	-
Entertainment	0.42	-
Leisure Services	5.4	-
Agricultural, Commercial & Construction Vehicles	0.24	-
Household Products	2.85	-
Auto Components	4.03	-
IT - Software	1.26	-
Cement & Cement Products	0.51	-
Banks	3.53	-
Power	0.2	-
Cigarettes & Tobacco Products	0.45	-
Realty	1.43	-
Commercial Services & Supplies	2.08	-
Textiles & Apparels	2.42	-
Healthcare Services	2.55	-
Consumer Cyclical	-	10.82
Healthcare	-	17.7
Financial Services	-	20.58
Industrials	-	23.62
Technology	-	8.84
Basic Materials	-	6.95
Energy	-	0
Real Estate	-	1.99
Communication Services	-	1.11
Consumer Defensive	-	2