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Sundaram Small Cap Fund Regular Plan vs Invesco India Smallcap Fund compare
Invesco India Smallcap Fund - Regular Plan - Growth
Sundaram Small Cap Fund Regular Plan - Growth
Chart Comparison
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) | ₹7580 Cr | ₹3439 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 | -3.02% | -3.94% |
| 6 Month | 16.56% | 11.44% |
| 1 Year | 7.1% | 1.18% |
| 3 Year | 25.91% | 20.03% |
| 5 Year | 31.51% | 28.31% |
SIP Return Analysis
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 6.21% | 4.12% |
| 1 Year | 7.59% | 3.55% |
| 3 Year | 23.67% | 16.3% |
| 5 Year | 24.56% | 19.44% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 24.48% | 15.05% |
| 3 Year | 27.92% | 18.08% |
| 5 Year | 30.15% | 15.62% |
Risk Management
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.01% | 14.09% |
| Sharp | 1.17% | 1.04% |
| Beta | 0.78% | 0.77% |
| Alpha | 3.94% | 1.1% |
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 | 8.64 | 7.93 |
| Large Cap | 7.78 | 5.53 |
| Small Cap | 67.29 | 85.57 |
| Mid Cap | 16.29 | 0.97 |
Sector Allocation
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.45 | 5.89 |
| Consumer Cyclical | 14.83 | 20.38 |
| Healthcare | 21.23 | 11.84 |
| Financial Services | 26.86 | 19.02 |
| Basic Materials | 7.46 | 8.13 |
| Technology | 5.24 | 3.41 |
| Industrials | 17.65 | 19.06 |
| Real Estate | 2.67 | 2.66 |
| Communication Services | 0 | 5.23 |
| Consumer Defensive | 1.61 | 3.24 |
| Utilities | - | 1.15 |
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