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

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Invesco India Smallcap Fund - Regular Plan - Growth

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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)	₹8055 Cr	₹3341 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

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Sundaram Small Cap Fund Regular Plan - Growth
1 Month	1.2%	-0.34%
6 Month	14.59%	13.78%
1 Year	-1.33%	-3.66%
3 Year	26.28%	20.99%
5 Year	30.9%	27.55%

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Sundaram Small Cap Fund Regular Plan - Growth
6 Month	2.81%	2.27%
1 Year	14.02%	12.72%
3 Year	22.45%	16.75%
5 Year	23.39%	19.08%

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Sundaram Small Cap Fund Regular Plan - Growth
1 Year	23.59%	14.64%
3 Year	27.76%	18.25%
5 Year	30.23%	15.68%

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Sundaram Small Cap Fund Regular Plan - Growth
Standard Deviation	16.15%	14.09%
Sharp	1.02%	0.87%
Beta	0.79%	0.77%
Alpha	3.63%	0.62%

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

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Sundaram Small Cap Fund Regular Plan - Growth
Others	10.46	8.28
Large Cap	9.14	5.92
Small Cap	65.34	84.1
Mid Cap	15.07	1.7

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Sundaram Small Cap Fund Regular Plan - Growth
Others	1.69	6.01
Consumer Cyclical	18.55	21.13
Healthcare	19.18	12.08
Financial Services	24.63	18.08
Real Estate	3.18	2.41
Basic Materials	6.93	7.98
Technology	6.88	4.45
Energy	0.31	-
Industrials	17.39	18.55
Consumer Defensive	1.26	2.7
Communication Services	-	5.47
Utilities	-	1.14