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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) | ₹36272 Cr | ₹8999 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 | -1.73% | -2.36% |
| 6 Month | -2.75% | -0.88% |
| 1 Year | -5.07% | -2.2% |
| 3 Year | 14.31% | 25.24% |
| 5 Year | 19.14% | 25.87% |
SIP Return Analysis
| Scheme Name | SBI Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -2% | -0.06% |
| 1 Year | 2.93% | 10.96% |
| 3 Year | 8.4% | 18.32% |
| 5 Year | 12.94% | 20.84% |
Rolling Lumpsum Returns
| Scheme Name | SBI Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.64% | 21.93% |
| 3 Year | 23.4% | 27.46% |
| 5 Year | 22.94% | 30.07% |
Risk Management
| Scheme Name | SBI Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.59% | 16.30% |
| Sharp | 0.57% | 1.05% |
| Beta | 0.7% | 0.78% |
| Alpha | -2.69% | 5.67% |
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 | 20.28 | 14.7 |
| Small Cap | 78.12 | 59.78 |
| Mid Cap | 1.61 | 14.33 |
| Large Cap | - | 11.19 |
Sector Allocation
| Scheme Name |
SBI Small Cap Fund Regular Growth |
Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 14.42 | 2.3 |
| Consumer Defensive | 3.86 | 1.17 |
| Financial Services | 14.82 | 27.45 |
| Basic Materials | 12.49 | 3.35 |
| Consumer Cyclical | 21.74 | 20.98 |
| Industrials | 25.37 | 16.19 |
| Technology | 2.35 | 4.09 |
| Communication Services | 1.33 | - |
| Utilities | 0.19 | - |
| Real Estate | 1.09 | 7.05 |
| Healthcare | 2.33 | 17.04 |
| Energy | - | 0.37 |
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