Invesco India Smallcap Fund vs Axis Small Cap Fund compare
Invesco India Smallcap Fund - Regular Plan - Growth
Axis Small Cap Fund - Regular Plan - Growth
Chart Comparison
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5353 Cr | ₹23952 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 Index | NIFTY Smallcap 250 TRI |
| Turn Over | 47% | 5% |
| Expense Ratio | 1.81 | 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 Plan - Growth |
|---|---|---|
| 1 Month | -10.35% | -8.21% |
| 6 Month | -1.12% | -3.35% |
| 1 Year | 17.98% | 11.67% |
| 3 Year | 21.76% | 16.51% |
| 5 Year | 27.16% | 23.48% |
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 28.26% | 17.24% |
| 3 Year | 35.75% | 25.63% |
| 5 Year | 33.99% | 27.83% |
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 25.82% | 18.63% |
| 3 Year | 28.32% | 20.16% |
| 5 Year | 27.73% | 19.24% |
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.52% | 11.78% |
| Sharp | 1.23% | 0.97% |
| Beta | 0.74% | 0.64% |
| Alpha | 4.89% | 2.66% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund - Regular Plan - 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 Plan - Growth |
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.12 | 13.11 |
| Small Cap | 66.39 | 67.41 |
| Large Cap | 3.59 | 4.27 |
| Mid Cap | 27.9 | 15.27 |
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.12 | 13.11 |
| Auto Components | 3.26 | 7.32 |
| Retailing | 2.63 | 1.29 |
| Finance | 4.79 | 7.24 |
| Industrial Products | 5.8 | 6.74 |
| Pharmaceuticals & Biotechnology | 8.2 | 4.25 |
| Banks | 2.64 | 3.86 |
| Electrical Equipment | 6.86 | 1.55 |
| IT - Software | 4.5 | 3.86 |
| Consumer Durables | 12.04 | 5.72 |
| Paper, Forest & Jute Products | 3.66 | - |
| Healthcare Services | 4.38 | 5.8 |
| Transport Services | 1.07 | 0.24 |
| Petroleum Products | 1.21 | - |
| Chemicals & Petrochemicals | 1.16 | 7.64 |
| IT - Hardware | 0.97 | - |
| Construction | 2.48 | 2.83 |
| Commercial Services & Supplies | 0.79 | 0.63 |
| Capital Markets | 14.76 | 5.62 |
| Aerospace & Defense | 1.49 | 1.38 |
| Realty | 2 | 5.26 |
| Agricultural, Commercial & Construction Vehicles | 1.72 | - |
| Cement & Cement Products | 1.43 | 2.3 |
| Telecom - Services | 1.26 | - |
| Insurance | 1.2 | - |
| Automobiles | 0.87 | - |
| Food Products | 2.29 | 1.61 |
| Industrial Manufacturing | 3.45 | 2.67 |
| Power | 0.97 | - |
| Gas | - | 0.55 |
| IT - Services | - | 1.17 |
| Non - Ferrous Metals | - | 0.41 |
| Textiles & Apparels | - | 0.39 |
| Agricultural Food & other Products | - | 2.83 |
| Financial Technology (Fintech) | - | 1.84 |
| Leisure Services | - | 1.07 |
| Household Products | - | 0.61 |
| Cigarettes & Tobacco Products | - | 0.27 |
Top Comparisons
Nippon India Passive Flexicap FoF - Regular Plan - Growth Option
3Y Returns12.74%
Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth
3Y Returns9.95%
HDFC Floating Rate Debt Fund - Growth Option
3Y Returns6.99%
Aditya Birla Sun Life Floating Rate Fund-Regular Plan-Growth
3Y Returns6.85%
Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option
3Y Returns20.69%
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
3Y Returns12.85%
HDFC Technology Fund - Regular (G)
3Y Returns0%
SBI Technology Opportunities Fund - Regular Plan - Growth
3Y Returns13.4%