Aditya Birla Sun Life Small Cap Fund vs Invesco India Smallcap Fund compare

Invesco India Smallcap Fund - Regular Plan - Growth

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Aditya Birla Sun Life Small Cap Fund - GROWTH

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Overview

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)	₹5353 Cr	₹5181 Cr
Min Investment	₹1000	₹1000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹1000
Launch Date	30 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	1.81	1.89
Manager	Aditya Khemani	Dhaval Joshi
ISIN Code	INF205K011T7	INF209K01EN2
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	Aditya Birla Sun Life Small cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Aditya Birla Sun Life Small Cap Fund - GROWTH
1 Month	8.48%	4.13%
6 Month	14.42%	3.7%
1 Year	38.35%	22.42%
3 Year	26.56%	17.54%
5 Year	32.33%	23.94%

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Aditya Birla Sun Life Small Cap Fund - GROWTH
6 Month	-	-
1 Year	37.43%	18.43%
3 Year	37.38%	25.99%
5 Year	35.17%	26.43%

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Aditya Birla Sun Life Small Cap Fund - GROWTH
1 Year	25.82%	12.55%
3 Year	28.32%	16.79%
5 Year	27.73%	14.51%

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	2.12	1.81
Small Cap	66.39	82.39
Large Cap	3.59	0.46
Mid Cap	27.9	14.93

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Aditya Birla Sun Life Small Cap Fund - GROWTH
Others	2.12	1.81
Auto Components	3.26	8.26
Retailing	2.63	1.79
Finance	4.79	4.14
Industrial Products	5.8	11.31
Pharmaceuticals & Biotechnology	8.2	4.36
Banks	2.64	1.78
Electrical Equipment	6.86	8.22
IT - Software	4.5	3.78
Consumer Durables	12.04	5.69
Paper, Forest & Jute Products	3.66	1.08
Healthcare Services	4.38	2.56
Transport Services	1.07	0.16
Petroleum Products	1.21	-
Chemicals & Petrochemicals	1.16	4.82
IT - Hardware	0.97	-
Construction	2.48	3.45
Commercial Services & Supplies	0.79	2.67
Capital Markets	14.76	1.3
Aerospace & Defense	1.49	-
Realty	2	5.68
Agricultural, Commercial & Construction Vehicles	1.72	1.55
Cement & Cement Products	1.43	2.47
Telecom - Services	1.26	-
Insurance	1.2	2
Automobiles	0.87	0.25
Food Products	2.29	1.58
Industrial Manufacturing	3.45	6.05
Power	0.97	-
IT - Services	-	1.55
Leisure Services	-	1.29
Non - Ferrous Metals	-	1.31
Entertainment	-	0.83
Textiles & Apparels	-	3.08
Financial Technology (Fintech)	-	0.73
Agricultural Food & other Products	-	1.67
Minerals & Mining	-	0.03
Personal Products	-	0.86
Beverages	-	1.48