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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) | ₹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 |
Trailing Lumpsum Returns
| Scheme Name | SBI Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.77% | 2.5% |
| 6 Month | -9.99% | -7.42% |
| 1 Year | -0.67% | 9% |
| 3 Year | 14.86% | 22.55% |
| 5 Year | 28.44% | 32.63% |
SIP Return Analysis
| Scheme Name | SBI Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -0.82% | -1.56% |
| 1 Year | -9.97% | -5.82% |
| 3 Year | 13.55% | 23.08% |
| 5 Year | 18.98% | 25.28% |
Rolling Lumpsum Returns
| Scheme Name | SBI Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 18.16% | 26.35% |
| 3 Year | 24.15% | 28.04% |
| 5 Year | 22.56% | 28.21% |
Risk Management
| Scheme Name | SBI Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.59% | 16.892% |
| Sharp | 0.54% | 0.805% |
| Beta | 0.7% | 0.794% |
| Alpha | 0.56% | 3.629% |
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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 | 17.19 | 8.08 |
| Small Cap | 79.63 | 65.82 |
| Mid Cap | 3.18 | 23.33 |
| Large Cap | - | 2.77 |
Sector Allocation
| Scheme Name |
SBI Small Cap Fund Regular Growth |
Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 17.19 | 6.4 |
| Consumer Defensive | 4.86 | 2 |
| Financial Services | 16.23 | 20.58 |
| Basic Materials | 10.95 | 6.95 |
| Consumer Cyclical | 18.64 | 10.82 |
| Industrials | 25.63 | 23.62 |
| Communication Services | 1.44 | 1.11 |
| Technology | 1.32 | 8.84 |
| Real Estate | 1.48 | 1.99 |
| Healthcare | 2.26 | 17.7 |
| Energy | - | 0 |
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