Invesco India Smallcap Fund vs Sundaram Small Cap Fund Regular Plan compare

Invesco India Smallcap Fund - Regular Plan - Growth

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Sundaram Small Cap Fund Regular Plan - Growth

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Overview

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)	₹5353 Cr	₹3450 Cr
Min Investment	₹1000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	30 Oct 2018	15 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	1.81	1.93
Manager	Aditya Khemani	Rohit Seksaria
ISIN Code	INF205K011T7	INF903J01470
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	Sundaram 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	Sundaram Small Cap Fund Regular Plan - Growth
1 Month	8.48%	3.92%
6 Month	14.42%	5.35%
1 Year	38.35%	20.07%
3 Year	26.56%	20.53%
5 Year	32.33%	28.37%

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Sundaram Small Cap Fund Regular Plan - Growth
6 Month	-	-
1 Year	37.43%	17.28%
3 Year	37.38%	27.61%
5 Year	35.17%	29.87%

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Sundaram Small Cap Fund Regular Plan - Growth
1 Year	25.82%	16.53%
3 Year	28.32%	17.99%
5 Year	27.73%	15.23%

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%	0.97%
Beta	0.74%	0.75%
Alpha	4.89%	1.4%

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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	2.12	4.61
Small Cap	66.39	85.31
Large Cap	3.59	3.23
Mid Cap	27.9	6.85

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Sundaram Small Cap Fund Regular Plan - Growth
Others	2.12	4.61
Auto Components	3.26	5.11
Retailing	2.63	-
Finance	4.79	5.47
Industrial Products	5.8	10.56
Pharmaceuticals & Biotechnology	8.2	4.78
Banks	2.64	7.91
Electrical Equipment	6.86	2.09
IT - Software	4.5	4.07
Consumer Durables	12.04	8.18
Paper, Forest & Jute Products	3.66	-
Healthcare Services	4.38	3.54
Transport Services	1.07	0.28
Petroleum Products	1.21	0.95
Chemicals & Petrochemicals	1.16	3.04
IT - Hardware	0.97	-
Construction	2.48	4.26
Commercial Services & Supplies	0.79	-
Capital Markets	14.76	7.76
Aerospace & Defense	1.49	-
Realty	2	3.42
Agricultural, Commercial & Construction Vehicles	1.72	-
Cement & Cement Products	1.43	1.67
Telecom - Services	1.26	-
Insurance	1.2	0.59
Automobiles	0.87	0.83
Food Products	2.29	-
Industrial Manufacturing	3.45	0.86
Power	0.97	-
IT - Services	-	4.96
Personal Products	-	2.27
Agricultural Food & other Products	-	0.94
Fertilizers & Agrochemicals	-	1.69
Entertainment	-	1.4
Gas	-	1.7
Leisure Services	-	3.37
Other Consumer Services	-	1.06
Textiles & Apparels	-	0.83
Beverages	-	1.8