Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Sundaram Small Cap Fund Regular Plan vs Invesco India Smallcap Fund compare

Link copied to clipboard!

tortoise-icon Invesco India Smallcap Fund - Regular Plan - Growth

Invest Now

tortoise-icon Sundaram Small Cap Fund Regular Plan - Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name Invesco India Smallcap Fund - Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth
Fund Invesco India Smallcap Fund - Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹5905 Cr ₹3168 Cr
Min Investment ₹1000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 30 Oct 2018 15 Feb 2005
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark BSE 250 SmallCap TRI NIFTY Smallcap 250 TRI
Turn Over 47% 22%
Expense Ratio 1.78 1.97
Manager Aditya Khemani Rohit Seksaria
ISIN Code INF205K011T7 INF903J01470
Exits Load Invesco India Smallcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Sundaram Small Cap 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 Invesco India Smallcap Fund - Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth
1 Month 3.48% 5.34%
6 Month -1.67% 0.75%
1 Year 12.28% 7.15%
3 Year 27.22% 23.4%
5 Year 35.53% 35.48%

SIP Return Analysis

Scheme Name Invesco India Smallcap Fund - Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth
6 Month 4.67% 6.93%
1 Year 3.07% 3.3%
3 Year 25.6% 19.95%
5 Year 26.4% 22.7%

Rolling Lumpsum Returns

Scheme Name Invesco India Smallcap Fund - Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth
1 Year 26.35% 16.78%
3 Year 28.04% 18.05%
5 Year 28.21% 15.38%

Risk Management

Scheme Name Invesco India Smallcap Fund - Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth
Standard Deviation 16.892% 14.09%
Sharp 0.805% 0.69%
Beta 0.794% 0.77%
Alpha 3.629% 1.31%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Invesco India Smallcap Fund - Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth
Name Aditya Khemani Rohit Seksaria
Total AUM ₹12070 Cr ₹0 Cr
Funds Managed 3 15
Invesco India Smallcap Fund - Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth

Market Cap

Scheme Name

Invesco India Smallcap Fund - Regular Plan - Growth

Sundaram Small Cap Fund Regular Plan - Growth

Others 8.08 6.13
Large Cap 2.77 6.23
Small Cap 65.82 84.96
Mid Cap 23.33 2.15

Sector Allocation

Scheme Name

Invesco India Smallcap Fund - Regular Plan - Growth

Sundaram Small Cap Fund Regular Plan - Growth

Others 6.4 6.13
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 -
Capital Markets - 3.69
Auto Components - 6.36
Construction - 2.73
IT - Services - 5.03
Industrial Manufacturing - 1.28
Retailing - 1.73
Banks - 7.41
Chemicals & Petrochemicals - 2.82
Consumer Durables - 7.87
IT - Software - 2.54
Pharmaceuticals & Biotechnology - 5.55
Agricultural Food & other Products - 2.19
Industrial Products - 8.5
Fertilizers & Agrochemicals - 2.1
Finance - 6.93
Automobiles - 0.63
Healthcare Services - 4.43
Entertainment - 0.95
Gas - 1.22
Leisure Services - 3.57
Cement & Cement Products - 1.79
Other Consumer Services - 1.17
Electrical Equipment - 1.53
Insurance - 0.87
Personal Products - 1.21
Other Utilities - 1.4
Realty - 3.16
Transport Infrastructure - 1.56
Aerospace & Defense - 1.83
Textiles & Apparels - 0.79
Beverages - 0.5

Top Comparisons

HDFC Low Duration  Fund - Growth HDFC Low Duration Fund - Growth

3Y Returns7.09%

VS

UTI Low Duration Fund - Regular Plan - Growth Option UTI Low Duration Fund - Regular Plan - Growth Option

3Y Returns7.27%

Compare Now

Tata Quant Fund-Regular Plan-Growth Tata Quant Fund-Regular Plan-Growth

3Y Returns-100%

VS

Quant Quantamental Fund Regular - Growth Quant Quantamental Fund Regular - Growth

3Y Returns24.54%

Compare Now

SBI Equity Savings Fund - Regular Plan - Growth SBI Equity Savings Fund - Regular Plan - Growth

3Y Returns11.71%

VS

Nippon India Equity Savings Fund- Growth Plan- Bonus Option Nippon India Equity Savings Fund- Growth Plan- Bonus Option

3Y Returns7.98%

Compare Now

ICICI Prudential MidCap Fund - Growth ICICI Prudential MidCap Fund - Growth

3Y Returns24.42%

VS

Axis Midcap Fund - Regular Plan - Growth Axis Midcap Fund - Regular Plan - Growth

3Y Returns20.96%

Compare Now
Add to Cart Successfully