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) | ₹33107 Cr | ₹5353 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 09 Sep 2009 | 30 Oct 2018 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | BSE 250 SmallCap Index |
| Turn Over | 9% | 47% |
| Expense Ratio | 1.56 | 1.81 |
| Manager | Pradeep Kesavan | Aditya Khemani |
| ISIN Code | INF200K01T28 | INF205K011T7 |
| Exits Load | SBI Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Invesco India Smallcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
| Scheme Name | SBI Small Cap Fund - Regular Plan - Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -7.35% | -7.3% |
| 6 Month | -6.27% | 4.58% |
| 1 Year | 15.02% | 24.08% |
| 3 Year | 15.53% | 21.79% |
| 5 Year | 24.17% | 28.19% |
| Scheme Name | SBI Small Cap Fund - Regular Plan - Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 0.61% | 16.03% |
| 3 Year | 18.38% | 30.86% |
| 5 Year | 23.55% | 31.12% |
| Scheme Name | SBI Small Cap Fund - Regular Plan - Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 18.04% | 25.82% |
| 3 Year | 24.39% | 28.32% |
| 5 Year | 22.46% | 27.73% |
| Scheme Name | SBI Small Cap Fund - Regular Plan - Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.59% | 14.52% |
| Sharp | 0.91% | 1.23% |
| Beta | 0.65% | 0.74% |
| Alpha | 2.05% | 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 | 11.56 | 2.12 |
| Small Cap | 84.18 | 66.39 |
| Mid Cap | 4.26 | 27.9 |
| Large Cap | - | 3.59 |
| Scheme Name |
SBI Small Cap Fund - Regular Plan - Growth |
Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 11.56 | 2.12 |
| Food Products | 2.79 | 2.29 |
| Capital Markets | 2.08 | 14.76 |
| Chemicals & Petrochemicals | 4.67 | 1.16 |
| Retailing | 6.08 | 2.63 |
| Banks | 4.67 | 2.64 |
| Consumer Durables | 11.82 | 12.04 |
| Agricultural Food & other Products | 2.09 | - |
| Industrial Products | 10.88 | 5.8 |
| Fertilizers & Agrochemicals | 2.27 | - |
| Finance | 7.93 | 4.79 |
| Electrical Equipment | 4.98 | 6.86 |
| Entertainment | 0.67 | - |
| Construction | 6.81 | 2.48 |
| Leisure Services | 5.95 | - |
| Household Products | 2.78 | - |
| Auto Components | 2.55 | 3.26 |
| Cement & Cement Products | 0.46 | 1.43 |
| Cigarettes & Tobacco Products | 0.75 | - |
| Realty | 1.58 | 2 |
| Commercial Services & Supplies | 2.43 | 0.79 |
| Textiles & Apparels | 2.17 | - |
| Healthcare Services | 2.03 | 4.38 |
| Pharmaceuticals & Biotechnology | - | 8.2 |
| IT - Software | - | 4.5 |
| Paper, Forest & Jute Products | - | 3.66 |
| Transport Services | - | 1.07 |
| Petroleum Products | - | 1.21 |
| IT - Hardware | - | 0.97 |
| Aerospace & Defense | - | 1.49 |
| Agricultural, Commercial & Construction Vehicles | - | 1.72 |
| Telecom - Services | - | 1.26 |
| Insurance | - | 1.2 |
| Automobiles | - | 0.87 |
| Industrial Manufacturing | - | 3.45 |
| Power | - | 0.97 |
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