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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
Overview
| 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 Risk | Very High Risk | Very High Risk |
| Asset Size (Cr) | ₹5905 Cr | ₹1413 Cr | ₹1413 Cr |
| Min Investment | ₹1000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 30 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 TRI | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 47% | 119% | 119% |
| Expense Ratio | 1.78 | 2.07 | 2.07 |
| Manager | Aditya Khemani | Puneet Pal | Puneet Pal |
| ISIN Code | INF205K011T7 | INF663L01W30 | INF663L01W30 |
| 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 | PGIM India Small Cap Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 | PGIM India Small Cap Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| 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 | -9.29% | -7.33% | -7.33% |
| 6 Month | -10.7% | -13.93% | -13.93% |
| 1 Year | 9.88% | 2.06% | 2.06% |
| 3 Year | 21.93% | 10.07% | 10.07% |
| 5 Year | 23.96% | - | - |
SIP Return Analysis
| 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 | -7.42% | -12.49% | -12.49% |
| 3 Year | 22.07% | 9.08% | 9.08% |
| 5 Year | 26.08% | - | - |
Rolling Lumpsum Returns
| 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 | 26.35% | 14.05% | 14.05% |
| 3 Year | 28.04% | 13.85% | 13.85% |
| 5 Year | 28.21% | - | - |
Risk Management
| 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 | 15.811% | 16.534% | 16.534% |
| Sharp | 0.958% | 0.231% | 0.231% |
| Beta | 0.78% | 0.812% | 0.812% |
| Alpha | 3.936% | -7.775% | -7.775% |
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Fund Managers
| 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 |
Market Cap
| 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 | 2.12 | 2.49 | 2.49 |
| Small Cap | 66.39 | 82.11 | 82.11 |
| Large Cap | 3.59 | - | - |
| Mid Cap | 27.9 | 15.4 | 15.4 |
Sector Allocation
| 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 | 2.12 | 0.71 | 0.71 |
| Auto Components | 3.26 | - | - |
| Retailing | 2.63 | - | - |
| Finance | 4.79 | - | - |
| Industrial Products | 5.8 | - | - |
| Pharmaceuticals & Biotechnology | 8.2 | - | - |
| Banks | 2.64 | - | - |
| Electrical Equipment | 6.86 | - | - |
| IT - Software | 4.5 | - | - |
| Consumer Durables | 12.04 | - | - |
| Paper, Forest & Jute Products | 3.66 | - | - |
| Healthcare Services | 4.38 | - | - |
| Transport Services | 1.07 | - | - |
| Petroleum Products | 1.21 | - | - |
| Chemicals & Petrochemicals | 1.16 | - | - |
| IT - Hardware | 0.97 | - | - |
| Construction | 2.48 | 4.17 | 4.17 |
| Commercial Services & Supplies | 0.79 | - | - |
| Capital Markets | 14.76 | - | - |
| Aerospace & Defense | 1.49 | - | - |
| Realty | 2 | - | - |
| Agricultural, Commercial & Construction Vehicles | 1.72 | - | - |
| Cement & Cement Products | 1.43 | - | - |
| Telecom - Services | 1.26 | - | - |
| Insurance | 1.2 | - | - |
| Automobiles | 0.87 | - | - |
| Food Products | 2.29 | - | - |
| Industrial Manufacturing | 3.45 | - | - |
| Power | 0.97 | - | - |
| Financial | - | 20.26 | 20.26 |
| Consumer Staples | - | 9.8 | 9.8 |
| Metals & Mining | - | 4.79 | 4.79 |
| Healthcare | - | 12.35 | 12.35 |
| Services | - | 14.07 | 14.07 |
| Technology | - | 6.37 | 6.37 |
| Automobile | - | 2.06 | 2.06 |
| Materials | - | 3.19 | 3.19 |
| Chemicals | - | 5.86 | 5.86 |
| Capital Goods | - | 10.52 | 10.52 |
| Consumer Discretionary | - | 5.2 | 5.2 |
| Textiles | - | 0.65 | 0.65 |
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