SBI Small Cap Fund vs Invesco India Smallcap Fund compare

SBI Small Cap Fund - Regular Plan - Growth

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Invesco India Smallcap Fund - Regular Plan - Growth

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Overview

Scheme Name	SBI Small Cap Fund - Regular Plan - Growth	Invesco India Smallcap Fund - Regular Plan - Growth
Fund	SBI Small Cap Fund - Regular Plan - Growth	Invesco India Smallcap Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹33107 Cr	₹5353 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 Index
Turn Over	9%	47%
Expense Ratio	1.56	1.81
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 Plan - Growth	Invesco India Smallcap Fund - Regular Plan - Growth
1 Month	-8.53%	-9.32%
6 Month	-10.01%	-0.62%
1 Year	12.42%	22.04%
3 Year	16.34%	22.55%
5 Year	23.17%	27.22%

Scheme Name	SBI Small Cap Fund - Regular Plan - Growth	Invesco India Smallcap Fund - Regular Plan - Growth
6 Month	-	-
1 Year	0.61%	16.03%
3 Year	18.38%	30.86%
5 Year	23.55%	31.12%

Scheme Name	SBI Small Cap Fund - Regular Plan - Growth	Invesco India Smallcap Fund - Regular Plan - Growth
1 Year	18.04%	25.82%
3 Year	24.39%	28.32%
5 Year	22.46%	27.73%

Scheme Name	SBI Small Cap Fund - Regular Plan - Growth	Invesco India Smallcap Fund - Regular Plan - Growth
Standard Deviation	11.59%	14.52%
Sharp	0.91%	1.23%
Beta	0.65%	0.74%
Alpha	2.05%	4.89%

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Scheme Name	SBI Small Cap Fund - Regular Plan - Growth	Invesco India Smallcap Fund - Regular Plan - Growth
Name	Pradeep Kesavan	Aditya Khemani
Total AUM	₹434274 Cr	₹12070 Cr
Fund Manage	43	3
	SBI Small Cap Fund - Regular Plan - Growth	Invesco India Smallcap Fund - Regular Plan - Growth

Scheme Name	SBI Small Cap Fund - Regular Plan - Growth	Invesco India Smallcap Fund - Regular Plan - Growth
Others	11.56	2.12
Small Cap	84.18	66.39
Mid Cap	4.26	27.9
Large Cap	-	3.59

Scheme Name	SBI Small Cap Fund - Regular Plan - Growth	Invesco India Smallcap Fund - Regular Plan - Growth
Others	11.56	2.12
Food Products	2.79	2.29
Capital Markets	2.08	14.76
Chemicals & Petrochemicals	4.67	1.16
Retailing	6.08	2.63
Banks	4.67	2.64
Consumer Durables	11.82	12.04
Agricultural Food & other Products	2.09	-
Industrial Products	10.88	5.8
Fertilizers & Agrochemicals	2.27	-
Finance	7.93	4.79
Electrical Equipment	4.98	6.86
Entertainment	0.67	-
Construction	6.81	2.48
Leisure Services	5.95	-
Household Products	2.78	-
Auto Components	2.55	3.26
Cement & Cement Products	0.46	1.43
Cigarettes & Tobacco Products	0.75	-
Realty	1.58	2
Commercial Services & Supplies	2.43	0.79
Textiles & Apparels	2.17	-
Healthcare Services	2.03	4.38
Pharmaceuticals & Biotechnology	-	8.2
IT - Software	-	4.5
Paper, Forest & Jute Products	-	3.66
Transport Services	-	1.07
Petroleum Products	-	1.21
IT - Hardware	-	0.97
Aerospace & Defense	-	1.49
Agricultural, Commercial & Construction Vehicles	-	1.72
Telecom - Services	-	1.26
Insurance	-	1.2
Automobiles	-	0.87
Industrial Manufacturing	-	3.45
Power	-	0.97