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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) | ₹8720 Cr | ₹3496 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 | -0.51% | -1.06% |
| 6 Month | 5.6% | 4.84% |
| 1 Year | 1.09% | 1.38% |
| 3 Year | 24.23% | 19.87% |
| 5 Year | 27.57% | 24.34% |
SIP Return Analysis
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.67% | 1.91% |
| 1 Year | 14.5% | 15.29% |
| 3 Year | 20.94% | 15.88% |
| 5 Year | 22.33% | 18.36% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 22.24% | 14.44% |
| 3 Year | 27.56% | 18.51% |
| 5 Year | 30.24% | 15.78% |
Risk Management
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.24% | 14.09% |
| Sharp | 1.08% | 0.92% |
| Beta | 0.79% | 0.77% |
| Alpha | 4.43% | 1.05% |
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 | 15.17 | 9.85 |
| Large Cap | 9.96 | 6.23 |
| Small Cap | 61.39 | 81.65 |
| Mid Cap | 13.49 | 2.26 |
Sector Allocation
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.64 | 7.44 |
| Consumer Cyclical | 18.6 | 19.13 |
| Healthcare | 17.83 | 11.99 |
| Financial Services | 27.01 | 18.65 |
| Real Estate | 5.57 | 2.58 |
| Basic Materials | 6.13 | 8.49 |
| Technology | 4.29 | 4.38 |
| Energy | 0.38 | - |
| Industrials | 16.3 | 18.24 |
| Consumer Defensive | 1.24 | 2.59 |
| Communication Services | - | 5.41 |
| Utilities | - | 1.09 |
Top Comparisons
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