- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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
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) | ₹5905 Cr | ₹4585 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 TRI | BSE 250 SmallCap TRI |
| Turn Over | 47% | 34% |
| Expense Ratio | 1.78 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| 1 Month | 9.64% | 8.68% |
| 6 Month | -13.89% | -18.13% |
| 1 Year | 12.3% | 2.45% |
| 3 Year | 21.07% | 13.01% |
| 5 Year | 33.59% | 28.29% |
SIP Return Analysis
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| 6 Month | -6.77% | -7.59% |
| 1 Year | -13.28% | -20.84% |
| 3 Year | 19.91% | 10.62% |
| 5 Year | 23.6% | 15.55% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| 1 Year | 26.35% | 12.75% |
| 3 Year | 28.04% | 16.73% |
| 5 Year | 28.21% | 14.7% |
Risk Management
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| Standard Deviation | 16.892% | 17.578% |
| Sharp | 0.805% | 0.355% |
| Beta | 0.794% | 0.854% |
| Alpha | 3.629% | -4.461% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| 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 |
| Funds Managed | 3 | 55 |
| Invesco India Smallcap Fund - Regular Plan - Growth | Aditya Birla Sun Life Small Cap Fund - GROWTH |
Market Cap
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| Others | 8.08 | 4.74 |
| Large Cap | 2.77 | 2.68 |
| Small Cap | 65.82 | 81.52 |
| Mid Cap | 23.33 | 11.06 |
Sector Allocation
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Aditya Birla Sun Life Small Cap Fund - GROWTH |
|---|---|---|
| Others | 6.4 | 4.29 |
| Consumer Cyclical | 10.82 | 20.03 |
| Healthcare | 17.7 | 8.77 |
| Financial Services | 20.58 | 13.07 |
| Industrials | 23.62 | 25.32 |
| Technology | 8.84 | 3.8 |
| Basic Materials | 6.95 | 11.62 |
| Energy | 0 | - |
| Real Estate | 1.99 | 5.33 |
| Communication Services | 1.11 | 0 |
| Consumer Defensive | 2 | 6.83 |
| Utilities | - | 0.95 |
Top Comparisons
ICICI Prudential Commodities Fund - Growth Option
3Y Returns12.69%
ICICI Prudential Manufacturing Fund - Growth Option
3Y Returns20.63%
HDFC Medium Term Debt Fund - Growth Option
3Y Returns7.05%
Aditya Birla Sun Life Medium Term Plan - Growth - Regular Plan
3Y Returns14.24%
ICICI Prudential Value Discovery Fund - Growth
3Y Returns18.33%
ICICI Pru Nifty50 Value 20 Index Fund - Reg (G)
3Y Returns0%
Kotak Emerging Equity Scheme - Growth
3Y Returns16.72%
UTI Mid Cap Fund-Growth Option
3Y Returns13%
