Invesco India Smallcap Fund vs Sundaram Small Cap Fund Regular Plan compare
Invesco India Smallcap Fund - Regular Plan - Growth
Sundaram Small Cap Fund Regular Plan - Growth
Chart Comparison
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Fund | Invesco India Smallcap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4578 Cr | ₹3333 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 05 Oct 2018 | 10 Feb 2005 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap Index | NIFTY Smallcap 250 TRI |
| Turn Over | 47% | 22% |
| Expense Ratio | 1.83 | 1.93 |
| Manager | Aditya Khemani | Rohit Seksaria |
| ISIN Code | INF205K011T7 | INF903J01470 |
| Exits Load | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365 | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 |
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 4.93% | 8.2% |
| 6 Month | 25.67% | 29.71% |
| 1 Year | 57.27% | 41.01% |
| 3 Year | 27.65% | 23.63% |
| 5 Year | 34.19% | 30.03% |
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 21.28% | 16.31% |
| 3 Year | 55.36% | 48.22% |
| 5 Year | 121.95% | 111.75% |
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 33.58% | 32.21% |
| 3 Year | 88.33% | 81.53% |
| 5 Year | 135.53% | 119.87% |
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.52% | 14.09% |
| Sharp | 1.23% | 1.14% |
| Beta | 0.74% | 0.75% |
| Alpha | 4.89% | 1.35% |
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| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Name | Aditya Khemani | Rohit Seksaria |
| Total AUM | ₹12070 Cr | ₹0 Cr |
| Fund Manage | 3 | 15 |
| Invesco India Smallcap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 14.31 | 6.79 |
| Small Cap | 61.2 | 76.79 |
| Large Cap | 3.8 | 7.72 |
| Mid Cap | 20.69 | 8.71 |
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 3.55 | 2.48 |
| Automobile | 6.05 | 3.14 |
| Financial | 19.01 | 24.44 |
| Metals & Mining | 2.6 | 2.72 |
| Healthcare | 10.53 | 8.1 |
| Technology | 4.9 | 8.31 |
| Services | 10.07 | 11.54 |
| Consumer Staples | 6.78 | 6.04 |
| Energy | 3.58 | 1.2 |
| Chemicals | 1.19 | 2.36 |
| Capital Goods | 14.31 | 10.59 |
| Construction | 7.3 | 6.33 |
| Materials | 3.39 | 4.69 |
| Consumer Discretionary | 4.94 | 5.01 |
| Communication | 0.94 | - |
| Diversified | 0.86 | - |
| Textiles | - | 1.12 |
| Unclassified | - | 1.94 |
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