SBI Small Cap Fund vs Invesco India Smallcap Fund compare
SBI Small Cap Fund - Regular Plan - Growth
Invesco India Smallcap Fund - Regular Plan - Growth
Chart Comparison
| Scheme Name | SBI Small Cap Fund - Regular Plan - Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | SBI Small Cap Fund - Regular Plan - Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹30837 Cr | ₹4578 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 09 May 2009 | 05 Oct 2018 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap Index | BSE 250 SmallCap Index |
| Turn Over | 9% | 47% |
| Expense Ratio | 1.59 | 1.83 |
| Manager | Pradeep Kesavan | Aditya Khemani |
| ISIN Code | INF200K01T28 | INF205K011T7 |
| Exits Load | Exit load of 1% if redeemed within 1 year/365 | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365 |
| Scheme Name | SBI Small Cap Fund - Regular Plan - Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -4.35% | 4.93% |
| 6 Month | 12.3% | 25.67% |
| 1 Year | 37.43% | 57.27% |
| 3 Year | 20.37% | 27.65% |
| 5 Year | 27.48% | 34.19% |
| Scheme Name | SBI Small Cap Fund - Regular Plan - Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 19.18% | 21.28% |
| 3 Year | 45.66% | 55.36% |
| 5 Year | 106.01% | 121.95% |
| Scheme Name | SBI Small Cap Fund - Regular Plan - Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 18.09% | 25.67% |
| 3 Year | 24.44% | 28.43% |
| 5 Year | 22.43% | 27.3% |
| Scheme Name | SBI Small Cap Fund - Regular Plan - Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.59% | 14.52% |
| Sharp | 1.29% | 1.23% |
| Beta | 0.63% | 0.74% |
| Alpha | 4.84% | 4.89% |
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| Scheme Name | SBI Small Cap Fund - Regular Plan - Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Pradeep Kesavan | Aditya Khemani |
| Total AUM | ₹434274 Cr | ₹12070 Cr |
| Fund Manage | 43 | 3 |
| SBI Small Cap Fund - Regular Plan - Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
| Scheme Name |
SBI Small Cap Fund - Regular Plan - Growth |
Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 12.89 | 14.31 |
| Small Cap | 82.71 | 61.2 |
| Mid Cap | 4.43 | 20.69 |
| Large Cap | - | 3.8 |
| Scheme Name |
SBI Small Cap Fund - Regular Plan - Growth |
Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 7.29 | 3.55 |
| Financial | 18.36 | 19.01 |
| Consumer Staples | 9.09 | 6.78 |
| Services | 14.7 | 10.07 |
| Chemicals | 5.15 | 1.19 |
| Consumer Discretionary | 12.74 | 4.94 |
| Metals & Mining | 4.48 | 2.6 |
| Construction | 8.81 | 7.3 |
| Materials | 4.67 | 3.39 |
| Capital Goods | 11.06 | 14.31 |
| Energy | 0.46 | 3.58 |
| Automobile | 1.59 | 6.05 |
| Textiles | 0.04 | - |
| Healthcare | 1.59 | 10.53 |
| Technology | - | 4.9 |
| Communication | - | 0.94 |
| Diversified | - | 0.86 |
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