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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 | Very High | Very High |
| 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 | 7.93% | 7.15% | 7.15% |
| 6 Month | -13.86% | -14.79% | -14.79% |
| 1 Year | 13.26% | 7.8% | 7.8% |
| 3 Year | 21.74% | 9.49% | 9.49% |
| 5 Year | 34.77% | - | - |
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 | -6.47% | -5.77% | -5.77% |
| 1 Year | -8.37% | -11.4% | -11.4% |
| 3 Year | 22.78% | 10.42% | 10.42% |
| 5 Year | 25.85% | - | - |
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 | 16.892% | 16.654% | 16.654% |
| Sharp | 0.805% | 0.213% | 0.213% |
| Beta | 0.794% | 0.772% | 0.772% |
| Alpha | 3.629% | -6.132% | -6.132% |
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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 |
| Funds Managed | 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 | 8.08 | 3.55 | 3.55 |
| Large Cap | 2.77 | - | - |
| Small Cap | 65.82 | 78.25 | 78.25 |
| Mid Cap | 23.33 | 18.2 | 18.2 |
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 | 6.4 | 4.39 | 4.39 |
| Consumer Cyclical | 10.82 | 12.7 | 12.7 |
| Healthcare | 17.7 | 15.98 | 15.98 |
| Financial Services | 20.58 | 11.38 | 11.38 |
| Industrials | 23.62 | 21.18 | 21.18 |
| Technology | 8.84 | 4.96 | 4.96 |
| Basic Materials | 6.95 | 16.05 | 16.05 |
| Energy | 0 | - | - |
| Real Estate | 1.99 | 1.94 | 1.94 |
| Communication Services | 1.11 | 2.91 | 2.91 |
| Consumer Defensive | 2 | 7.82 | 7.82 |
| Utilities | - | 0.69 | 0.69 |
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