PGIM India Small Cap Fund vs Invesco India Smallcap Fund compare
Invesco India Smallcap Fund - Regular Plan - Growth
PGIM India Small Cap Fund - Regular Plan - Growth Option
PGIM India Small Cap Fund - Regular Plan - Growth Option
Chart Comparison
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Fund | Invesco India Smallcap Fund - Regular Plan - Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹4578 Cr | ₹1516 Cr | ₹1516 Cr |
| Min Investment | ₹1000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 05 Oct 2018 | 29 Jul 2021 | 29 Jul 2021 |
| Category | Small Cap | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap Index | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 47% | 119% | 119% |
| Expense Ratio | 1.83 | 2.07 | 2.07 |
| Manager | Aditya Khemani | Puneet Pal | Puneet Pal |
| ISIN Code | INF205K011T7 | INF663L01W30 | INF663L01W30 |
| 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 0.5%, if redeemed within 90 days./365 | Exit load of 0.5%, if redeemed within 90 days./365 |
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Month | 4.93% | 4.63% | 4.63% |
| 6 Month | 25.67% | 19.71% | 19.71% |
| 1 Year | 57.27% | 37.62% | 37.62% |
| 3 Year | 27.65% | 17.91% | 17.91% |
| 5 Year | 34.19% | - | - |
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | 21.28% | 12.26% | 12.26% |
| 3 Year | 55.36% | 27.15% | 27.15% |
| 5 Year | 121.95% | 27.15% | 27.15% |
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| 1 Year | 33.58% | 13.84% | 13.84% |
| 3 Year | 88.33% | 34.11% | 34.11% |
| 5 Year | 135.53% | 34.11% | 34.11% |
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Standard Deviation | 14.52% | 17.88% | 17.88% |
| Sharp | 1.23% | 0.6% | 0.6% |
| Beta | 0.74% | 0.8% | 0.8% |
| Alpha | 4.89% | -5.4% | -5.4% |
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| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Name | Aditya Khemani | Puneet Pal | Puneet Pal |
| Total AUM | ₹12070 Cr | ₹20950 Cr | ₹20950 Cr |
| Fund Manage | 3 | 19 | 19 |
| Invesco India Smallcap Fund - Regular Plan - Growth | PGIM India Small Cap Fund - Regular Plan - Growth Option | PGIM India Small Cap Fund - Regular Plan - Growth Option |
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 14.31 | 2.49 | 2.49 |
| Small Cap | 61.2 | 82.11 | 82.11 |
| Large Cap | 3.8 | - | - |
| Mid Cap | 20.69 | 15.4 | 15.4 |
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
PGIM India Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|---|
| Others | 3.55 | 0.71 | 0.71 |
| Automobile | 6.05 | 2.06 | 2.06 |
| Financial | 19.01 | 20.26 | 20.26 |
| Metals & Mining | 2.6 | 4.79 | 4.79 |
| Healthcare | 10.53 | 12.35 | 12.35 |
| Technology | 4.9 | 6.37 | 6.37 |
| Services | 10.07 | 14.07 | 14.07 |
| Consumer Staples | 6.78 | 9.8 | 9.8 |
| Energy | 3.58 | - | - |
| Chemicals | 1.19 | 5.86 | 5.86 |
| Capital Goods | 14.31 | 10.52 | 10.52 |
| Construction | 7.3 | 4.17 | 4.17 |
| Materials | 3.39 | 3.19 | 3.19 |
| Consumer Discretionary | 4.94 | 5.2 | 5.2 |
| Communication | 0.94 | - | - |
| Diversified | 0.86 | - | - |
| Textiles | - | 0.65 | 0.65 |
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