Aditya Birla Sun Life Small Cap Fund vs Invesco India Smallcap Fund compare
Invesco India Smallcap Fund - Regular Plan - Growth
Aditya Birla Sun Life Small Cap Fund - GROWTH
Chart Comparison
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| Fund | Invesco India Smallcap Fund - Regular Plan - Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4578 Cr | ₹5178 Cr |
| Min Investment | ₹1000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 05 Oct 2018 | 31 May 2007 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap Index | BSE 250 SmallCap Index |
| Turn Over | 47% | 34% |
| Expense Ratio | 1.83 | 1.88 |
| Manager | Aditya Khemani | Dhaval Joshi |
| ISIN Code | INF205K011T7 | INF209K01EN2 |
| Exits Load | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365 | Exit load of 1%, if redeemed within 90 days./365 |
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| 1 Month | 4.93% | -0.15% |
| 6 Month | 25.67% | 21.2% |
| 1 Year | 57.27% | 38.19% |
| 3 Year | 27.65% | 20.29% |
| 5 Year | 34.19% | 25.39% |
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 21.28% | 17.01% |
| 3 Year | 55.36% | 43.27% |
| 5 Year | 121.95% | 92.59% |
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| 1 Year | 33.58% | 29.1% |
| 3 Year | 88.33% | 68.7% |
| 5 Year | 135.53% | 103.25% |
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| Standard Deviation | 14.52% | 15.15% |
| Sharp | 1.23% | 0.8% |
| Beta | 0.74% | 0.84% |
| Alpha | 4.89% | -2.07% |
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| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| Name | Aditya Khemani | Dhaval Joshi |
| Total AUM | ₹12070 Cr | ₹361932 Cr |
| Fund Manage | 3 | 55 |
| Invesco India Smallcap Fund - Regular Plan - Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| Others | 14.31 | 2.6 |
| Small Cap | 61.2 | 85.69 |
| Mid Cap | 20.69 | 11.37 |
| Large Cap | 3.8 | 0.3 |
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| Others | 3.55 | 1.41 |
| Consumer Staples | 6.78 | 6.14 |
| Capital Goods | 14.31 | 16.43 |
| Financial | 19.01 | 8.84 |
| Healthcare | 10.53 | 5.86 |
| Construction | 7.3 | 7.65 |
| Services | 10.07 | 11.31 |
| Energy | 3.58 | 1.88 |
| Technology | 4.9 | 6.21 |
| Consumer Discretionary | 4.94 | 7.73 |
| Materials | 3.39 | 6.62 |
| Metals & Mining | 2.6 | 5.5 |
| Automobile | 6.05 | 5.76 |
| Communication | 0.94 | - |
| Diversified | 0.86 | - |
| Chemicals | 1.19 | 3.87 |
| Textiles | - | 3.23 |
| Insurance | - | 1.52 |
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