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)	₹4578 Cr	₹5178 Cr
Min Investment	₹1000	₹1000
Min SIP Invesment	₹500	₹100
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	-6.46%	-7.86%
6 Month	14.27%	6.32%
1 Year	35.3%	23.85%
3 Year	23.08%	15.22%
5 Year	30.49%	23.04%

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Aditya Birla Sun Life Small Cap Fund - GROWTH
6 Month	-	-
1 Year	33.1%	23.62%
3 Year	34.49%	26.53%
5 Year	33.63%	26.71%

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	14.31	2.33
Small Cap	61.2	81.79
Large Cap	3.8	0.51
Mid Cap	20.69	15.02

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Aditya Birla Sun Life Small Cap Fund - GROWTH
Others	3.55	2.33
Automobile	6.05	-
Financial	19.01	-
Metals & Mining	2.6	-
Healthcare	10.53	-
Technology	4.9	-
Services	10.07	-
Consumer Staples	6.78	-
Energy	3.58	-
Chemicals	1.19	-
Capital Goods	14.31	-
Construction	7.3	3.77
Materials	3.39	-
Consumer Discretionary	4.94	-
Communication	0.94	-
Diversified	0.86	-
Realty	-	6.21
Food Products	-	1.62
Auto Components	-	8.39
IT - Software	-	3.75
Industrial Manufacturing	-	5.82
IT - Services	-	1.49
Retailing	-	2
Chemicals & Petrochemicals	-	4.66
Consumer Durables	-	5.87
Paper, Forest & Jute Products	-	1.07
Pharmaceuticals & Biotechnology	-	4.29
Healthcare Services	-	2.45
Transport Services	-	0.16
Electrical Equipment	-	7.93
Banks	-	1.69
Leisure Services	-	1.28
Industrial Products	-	10.72
Non - Ferrous Metals	-	1.15
Finance	-	4.38
Entertainment	-	0.84
Textiles & Apparels	-	3.02
Agricultural, Commercial & Construction Vehicles	-	1.34
Financial Technology (Fintech)	-	0.66
Agricultural Food & other Products	-	1.65
Insurance	-	2.21
Capital Markets	-	1.09
Minerals & Mining	-	0.26
Personal Products	-	0.9
Automobiles	-	0.26
Cement & Cement Products	-	2.32
Commercial Services & Supplies	-	2.86
Beverages	-	1.21