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

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

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tortoise-icon Sundaram Small Cap 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 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 2.5% 3.46%
6 Month -7.42% -10.47%
1 Year 9% 0.06%
3 Year 22.55% 17.22%
5 Year 32.63% 31.45%

SIP Return Analysis

Scheme Name Invesco India Smallcap Fund - Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth
6 Month -1.56% -0.29%
1 Year -5.82% -8.28%
3 Year 23.08% 16.71%
5 Year 25.28% 21.34%

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% 0.52%
Beta 0.794% 0.77%
Alpha 3.629% 0.22%

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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 8.14
Large Cap 2.77 5.51
Small Cap 65.82 83.41
Mid Cap 23.33 2.94

Sector Allocation

Scheme Name

Invesco India Smallcap Fund - Regular Plan - Growth

Sundaram Small Cap Fund Regular Plan - Growth

Others 6.4 8.9
Consumer Cyclical 10.82 18.36
Healthcare 17.7 9.08
Financial Services 20.58 17.68
Industrials 23.62 19.46
Technology 8.84 4.4
Basic Materials 6.95 9.08
Energy 0 -
Real Estate 1.99 3.3
Communication Services 1.11 3.59
Consumer Defensive 2 4.93
Utilities - 1.22

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