SBI Small Cap Fund vs Invesco India Smallcap Fund compare

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SBI Small Cap Fund Regular Growth

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Invesco India Smallcap Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	SBI Small Cap Fund Regular Growth	Invesco India Smallcap Fund - Regular Plan - Growth
Fund	SBI Small Cap Fund Regular Growth	Invesco India Smallcap Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹31227 Cr	₹5905 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 TRI
Turn Over	9%	47%
Expense Ratio	1.59	1.78
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 Growth	Invesco India Smallcap Fund - Regular Plan - Growth
1 Month	-4.53%	-6.52%
6 Month	-19.06%	-17.85%
1 Year	0.47%	8.31%
3 Year	14.5%	20%
5 Year	23.4%	26.1%

Scheme Name	SBI Small Cap Fund Regular Growth	Invesco India Smallcap Fund - Regular Plan - Growth
6 Month	-13.52%	-14.22%
1 Year	-24.02%	-19.93%
3 Year	9.06%	18.03%
5 Year	17.37%	23.36%

Scheme Name	SBI Small Cap Fund Regular Growth	Invesco India Smallcap Fund - Regular Plan - Growth
1 Year	18.16%	26.35%
3 Year	24.15%	28.04%
5 Year	22.56%	28.21%

Scheme Name	SBI Small Cap Fund Regular Growth	Invesco India Smallcap Fund - Regular Plan - Growth
Standard Deviation	11.59%	16.892%
Sharp	0.53%	0.805%
Beta	0.7%	0.794%
Alpha	0.29%	3.629%

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Scheme Name	SBI Small Cap Fund Regular 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 Growth	Invesco India Smallcap Fund - Regular Plan - Growth

Scheme Name	SBI Small Cap Fund Regular Growth	Invesco India Smallcap Fund - Regular Plan - Growth
Others	14.24391	8.07959
Small Cap	81.2342	65.81994
Mid Cap	4.52188	23.32955
Large Cap	-	2.77095

Scheme Name	SBI Small Cap Fund Regular Growth	Invesco India Smallcap Fund - Regular Plan - Growth
Others	14.24391	6.39899
Consumer Defensive	5.02929	1.99777
Financial Services	15.44646	20.57633
Basic Materials	10.92451	6.95437
Consumer Cyclical	19.35713	10.81798
Industrials	28.84322	23.61816
Communication Services	1.55376	1.11449
Technology	0.53433	8.83788
Real Estate	1.66314	1.98688
Healthcare	2.40424	17.69718
Energy	-	0