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 | Very High | 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 | 05 Sep 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 | 5.19% | 4.93% |
6 Month | 23.55% | 25.67% |
1 Year | 36.87% | 57.27% |
3 Year | 23.8% | 27.65% |
5 Year | 30.41% | 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 | 30.49% | 33.58% |
3 Year | 77.56% | 88.33% |
5 Year | 112.51% | 135.53% |
Scheme Name | SBI Small Cap Fund - Regular Plan - Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 11.59% | 14.52% |
Sharp | 1.36% | 1.23% |
Beta | 0.63% | 0.74% |
Alpha | 5.6% | 4.89% |
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Get Free Experts GuidanceScheme 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 Discretionary | 12.74 | 4.94 |
Materials | 4.67 | 3.39 |
Capital Goods | 11.06 | 14.31 |
Metals & Mining | 4.48 | 2.6 |
Services | 14.7 | 10.07 |
Consumer Staples | 9.09 | 6.78 |
Construction | 8.81 | 7.3 |
Chemicals | 5.15 | 1.19 |
Healthcare | 1.59 | 10.53 |
Automobile | 1.59 | 6.05 |
Energy | 0.46 | 3.58 |
Textiles | 0.04 | - |
Technology | - | 4.9 |
Communication | - | 0.94 |
Diversified | - | 0.86 |
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