Edelweiss Small Cap Fund vs Invesco India Smallcap Fund compare
Invesco India Smallcap Fund - Regular Plan - Growth
Edelweiss Small Cap Fund - Regular Plan - Growth
Chart Comparison
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Invesco India Smallcap Fund - Regular Plan - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4578 Cr | ₹3816 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 05 Oct 2018 | 01 Feb 2019 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap Index | NIFTY SMALLCAP 250 TRI |
| Turn Over | 47% | 18% |
| Expense Ratio | 1.83 | 1.86 |
| Manager | Aditya Khemani | Trideep Bhattacharya |
| ISIN Code | INF205K011T7 | INF754K01JJ4 |
| 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 | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 4.93% | 3.17% |
| 6 Month | 25.67% | 22.74% |
| 1 Year | 57.27% | 43.55% |
| 3 Year | 27.65% | 27.3% |
| 5 Year | 34.19% | 34.55% |
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 21.28% | 18.74% |
| 3 Year | 55.36% | 51.27% |
| 5 Year | 121.95% | 126.14% |
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 33.58% | 35.53% |
| 3 Year | 88.33% | 91.33% |
| 5 Year | 135.53% | 136.53% |
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.52% | 14.15% |
| Sharp | 1.23% | 1.23% |
| Beta | 0.74% | 0.76% |
| Alpha | 4.89% | 3.7% |
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| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Aditya Khemani | Trideep Bhattacharya |
| Total AUM | ₹12070 Cr | ₹0 Cr |
| Fund Manage | 3 | 9 |
| Invesco India Smallcap Fund - Regular Plan - Growth | Edelweiss Small Cap Fund - Regular Plan - Growth |
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 14.31 | 2.77 |
| Small Cap | 61.2 | 71.43 |
| Large Cap | 3.8 | - |
| Mid Cap | 20.69 | 25.8 |
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Edelweiss Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.55 | 1.46 |
| Automobile | 6.05 | 5.09 |
| Financial | 19.01 | 15.79 |
| Metals & Mining | 2.6 | 4.26 |
| Healthcare | 10.53 | 9.88 |
| Technology | 4.9 | 5.85 |
| Services | 10.07 | 8.82 |
| Consumer Staples | 6.78 | 5.37 |
| Energy | 3.58 | - |
| Chemicals | 1.19 | 2.15 |
| Capital Goods | 14.31 | 17.27 |
| Construction | 7.3 | 10.09 |
| Materials | 3.39 | 5.99 |
| Consumer Discretionary | 4.94 | 3.13 |
| Communication | 0.94 | 1.43 |
| Diversified | 0.86 | - |
| Textiles | - | 3.42 |
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