Invesco India Smallcap Fund vs Axis Small Cap Fund compare

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Invesco India Smallcap Fund - Regular Plan - Growth

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Axis Small Cap Fund Regular 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	Axis Small Cap Fund Regular Growth
Fund	Invesco India Smallcap Fund - Regular Plan - Growth	Axis Small Cap Fund Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹5905 Cr	₹23139 Cr
Min Investment	₹1000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	30 Oct 2018	29 Nov 2013
Category	Small Cap	Small Cap
Fund Type	Open Ended	Open Ended
Benchmark	BSE 250 SmallCap TRI	NIFTY Smallcap 250 TRI
Turn Over	47%	5%
Expense Ratio	1.78	1.61
Manager	Aditya Khemani	Shreyash Devalkar
ISIN Code	INF205K011T7	INF846K01K01
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	Axis Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Axis Small Cap Fund Regular Growth
1 Month	-6.52%	-4.27%
6 Month	-17.85%	-14.51%
1 Year	8.31%	6.02%
3 Year	20%	15.7%
5 Year	26.1%	23.24%

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Axis Small Cap Fund Regular Growth
6 Month	-14.22%	-11.79%
1 Year	-19.93%	-16.78%
3 Year	18.03%	12.96%
5 Year	23.36%	19.84%

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Axis Small Cap Fund Regular Growth
1 Year	26.35%	18.9%
3 Year	28.04%	19.99%
5 Year	28.21%	19.66%

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Axis Small Cap Fund Regular Growth
Standard Deviation	16.892%	14.369%
Sharp	0.805%	0.608%
Beta	0.794%	0.698%
Alpha	3.629%	-0.016%

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Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Axis Small Cap Fund Regular Growth
Name	Aditya Khemani	Shreyash Devalkar
Total AUM	₹12070 Cr	₹166770 Cr
Fund Manage	3	14
	Invesco India Smallcap Fund - Regular Plan - Growth	Axis Small Cap Fund Regular Growth

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Axis Small Cap Fund Regular Growth
Others	8.07959	12.82417
Large Cap	2.77095	3.81274
Small Cap	65.81994	65.81595
Mid Cap	23.32955	17.54716

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Axis Small Cap Fund Regular Growth
Others	6.39899	12.57298
Consumer Cyclical	10.81798	10.64525
Healthcare	17.69718	10.94804
Financial Services	20.57633	16.7344
Industrials	23.61816	19.68908
Technology	8.83788	7.38726
Basic Materials	6.95437	10.70286
Energy	0	-
Real Estate	1.98688	5.27732
Communication Services	1.11449	0.79178
Consumer Defensive	1.99777	4.70354
Utilities	-	0.54751