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) | ₹4578 Cr | ₹22263 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 05 Oct 2018 | 05 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 | 1.83 | 1.62 |
| Manager | Aditya Khemani | Shreyash Devalkar |
| ISIN Code | INF205K011T7 | INF846K01K01 |
| 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% for investments beyond 10% if redeemed within 12 months/365 |
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -6.46% | -5.65% |
| 6 Month | 14.27% | 10.1% |
| 1 Year | 35.3% | 24.76% |
| 3 Year | 23.08% | 18.49% |
| 5 Year | 30.49% | 26.41% |
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 33.1% | 24.04% |
| 3 Year | 34.49% | 26.13% |
| 5 Year | 33.63% | 28.44% |
| 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% | 1.13% |
| Beta | 0.74% | 0.64% |
| Alpha | 4.89% | 3.26% |
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| 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 | 14.31 | 11.16 |
| Small Cap | 61.2 | 71.87 |
| Large Cap | 3.8 | 3.67 |
| Mid Cap | 20.69 | 13.3 |
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Axis Small Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.55 | 6.21 |
| Automobile | 6.05 | 5.92 |
| Financial | 19.01 | 15.4 |
| Metals & Mining | 2.6 | 5.67 |
| Healthcare | 10.53 | 10.76 |
| Technology | 4.9 | 6.4 |
| Services | 10.07 | 6.9 |
| Consumer Staples | 6.78 | 4.34 |
| Energy | 3.58 | 0.58 |
| Chemicals | 1.19 | 7.09 |
| Capital Goods | 14.31 | 10.42 |
| Construction | 7.3 | 10.8 |
| Materials | 3.39 | 2.69 |
| Consumer Discretionary | 4.94 | 5.78 |
| Communication | 0.94 | - |
| Diversified | 0.86 | 0.75 |
| Insurance | - | 0.11 |
| Textiles | - | 0.18 |
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