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

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Invesco India Smallcap Fund - Regular Plan - Growth

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Aditya Birla Sun Life Small Cap Fund - 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	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

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Aditya Birla Sun Life Small Cap Fund - GROWTH
1 Month	-6.95%	-4.93%
6 Month	-20.27%	-22.92%
1 Year	13.42%	3.32%
3 Year	19.63%	12.5%
5 Year	27.24%	22.25%

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Aditya Birla Sun Life Small Cap Fund - GROWTH
6 Month	-14.22%	-15.72%
1 Year	-19.93%	-28.06%
3 Year	18.03%	8.56%
5 Year	23.36%	15.32%

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%

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%

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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
Funds Managed	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	8.08	4.74
Large Cap	2.77	2.68
Small Cap	65.82	81.52
Mid Cap	23.33	11.06

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