Sundaram Small Cap Fund Regular Plan vs Invesco India Smallcap Fund compare
Invesco India Smallcap Fund - Regular Plan - Growth
Sundaram Small Cap Fund Regular Plan - Growth
Chart Comparison
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Fund | Invesco India Smallcap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5353 Cr | ₹3450 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 30 Oct 2018 | 15 Feb 2005 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap Index | NIFTY Smallcap 250 TRI |
| Turn Over | 47% | 22% |
| Expense Ratio | 1.81 | 1.93 |
| Manager | Aditya Khemani | Rohit Seksaria |
| ISIN Code | INF205K011T7 | INF903J01470 |
| 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 | Sundaram Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 8.48% | 3.92% |
| 6 Month | 14.42% | 5.35% |
| 1 Year | 38.35% | 20.07% |
| 3 Year | 26.56% | 20.53% |
| 5 Year | 32.33% | 28.37% |
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 37.43% | 17.28% |
| 3 Year | 37.38% | 27.61% |
| 5 Year | 35.17% | 29.87% |
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 25.82% | 16.53% |
| 3 Year | 28.32% | 17.99% |
| 5 Year | 27.73% | 15.23% |
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.52% | 14.09% |
| Sharp | 1.23% | 0.97% |
| Beta | 0.74% | 0.75% |
| Alpha | 4.89% | 1.4% |
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| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Name | Aditya Khemani | Rohit Seksaria |
| Total AUM | ₹12070 Cr | ₹0 Cr |
| Fund Manage | 3 | 15 |
| Invesco India Smallcap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.12 | 4.61 |
| Small Cap | 66.39 | 85.31 |
| Large Cap | 3.59 | 3.23 |
| Mid Cap | 27.9 | 6.85 |
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 2.12 | 4.61 |
| Auto Components | 3.26 | 5.11 |
| Retailing | 2.63 | - |
| Finance | 4.79 | 5.47 |
| Industrial Products | 5.8 | 10.56 |
| Pharmaceuticals & Biotechnology | 8.2 | 4.78 |
| Banks | 2.64 | 7.91 |
| Electrical Equipment | 6.86 | 2.09 |
| IT - Software | 4.5 | 4.07 |
| Consumer Durables | 12.04 | 8.18 |
| Paper, Forest & Jute Products | 3.66 | - |
| Healthcare Services | 4.38 | 3.54 |
| Transport Services | 1.07 | 0.28 |
| Petroleum Products | 1.21 | 0.95 |
| Chemicals & Petrochemicals | 1.16 | 3.04 |
| IT - Hardware | 0.97 | - |
| Construction | 2.48 | 4.26 |
| Commercial Services & Supplies | 0.79 | - |
| Capital Markets | 14.76 | 7.76 |
| Aerospace & Defense | 1.49 | - |
| Realty | 2 | 3.42 |
| Agricultural, Commercial & Construction Vehicles | 1.72 | - |
| Cement & Cement Products | 1.43 | 1.67 |
| Telecom - Services | 1.26 | - |
| Insurance | 1.2 | 0.59 |
| Automobiles | 0.87 | 0.83 |
| Food Products | 2.29 | - |
| Industrial Manufacturing | 3.45 | 0.86 |
| Power | 0.97 | - |
| IT - Services | - | 4.96 |
| Personal Products | - | 2.27 |
| Agricultural Food & other Products | - | 0.94 |
| Fertilizers & Agrochemicals | - | 1.69 |
| Entertainment | - | 1.4 |
| Gas | - | 1.7 |
| Leisure Services | - | 3.37 |
| Other Consumer Services | - | 1.06 |
| Textiles & Apparels | - | 0.83 |
| Beverages | - | 1.8 |
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