Edelweiss Small Cap Fund vs Invesco India Smallcap Fund compare

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Invesco India Smallcap Fund - Regular Plan - Growth

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Edelweiss Small Cap Fund - Regular Plan - 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	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 Risk	Very High Risk
Asset Size (Cr)	₹5905 Cr	₹4171 Cr
Min Investment	₹1000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	30 Oct 2018	07 Feb 2019
Category	Small Cap	Small Cap
Fund Type	Open Ended	Open Ended
Benchmark	BSE 250 SmallCap TRI	NIFTY Smallcap 250 TRI
Turn Over	47%	18%
Expense Ratio	1.78	1.84
Manager	Aditya Khemani	Trideep Bhattacharya
ISIN Code	INF205K011T7	INF754K01JJ4
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	Edelweiss 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	Edelweiss Small Cap Fund - Regular Plan - Growth
1 Month	-9.29%	-9.03%
6 Month	-10.7%	-13.74%
1 Year	9.88%	4.14%
3 Year	21.93%	18.19%
5 Year	23.96%	25.31%

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
6 Month	-	-
1 Year	-7.42%	-13.27%
3 Year	22.07%	16.28%
5 Year	26.08%	24.05%

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
1 Year	26.35%	30.2%
3 Year	28.04%	30.38%
5 Year	28.21%	31.61%

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
Standard Deviation	15.811%	15.599%
Sharp	0.958%	0.8%
Beta	0.78%	0.803%
Alpha	3.936%	0.98%

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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	2.12	2.77
Small Cap	66.39	71.43
Large Cap	3.59	-
Mid Cap	27.9	25.8

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Edelweiss Small Cap Fund - Regular Plan - Growth
Others	2.12	1.46
Auto Components	3.26	-
Retailing	2.63	-
Finance	4.79	-
Industrial Products	5.8	-
Pharmaceuticals & Biotechnology	8.2	-
Banks	2.64	-
Electrical Equipment	6.86	-
IT - Software	4.5	-
Consumer Durables	12.04	-
Paper, Forest & Jute Products	3.66	-
Healthcare Services	4.38	-
Transport Services	1.07	-
Petroleum Products	1.21	-
Chemicals & Petrochemicals	1.16	-
IT - Hardware	0.97	-
Construction	2.48	10.09
Commercial Services & Supplies	0.79	-
Capital Markets	14.76	-
Aerospace & Defense	1.49	-
Realty	2	-
Agricultural, Commercial & Construction Vehicles	1.72	-
Cement & Cement Products	1.43	-
Telecom - Services	1.26	-
Insurance	1.2	-
Automobiles	0.87	-
Food Products	2.29	-
Industrial Manufacturing	3.45	-
Power	0.97	-
Consumer Staples	-	5.37
Materials	-	5.99
Communication	-	1.43
Healthcare	-	9.88
Financial	-	15.79
Automobile	-	5.09
Capital Goods	-	17.27
Services	-	8.82
Chemicals	-	2.15
Technology	-	5.85
Metals & Mining	-	4.26
Consumer Discretionary	-	3.13
Textiles	-	3.42