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SBI Small Cap Fund vs Invesco India Smallcap Fund compare

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tortoise-icon SBI Small Cap Fund Regular Growth

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tortoise-icon 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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

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% 16.892%
Sharp 0.84% 0.805%
Beta 0.71% 0.794%
Alpha -1.02% 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 20.26 8.08
Small Cap 77.97 65.82
Mid Cap 1.77 23.33
Large Cap - 2.77

Sector Allocation

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

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