- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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
Overview
| 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) | ₹5905 Cr | ₹3168 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 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 47% | 22% |
| Expense Ratio | 1.78 | 1.97 |
| 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 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Month | 3.39% | 5% |
| 6 Month | -9.57% | -11.06% |
| 1 Year | 14.66% | 4.79% |
| 3 Year | 22.02% | 17.19% |
| 5 Year | 33.96% | 32.56% |
SIP Return Analysis
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -3.57% | -2.7% |
| 1 Year | -7.39% | -10.61% |
| 3 Year | 22.86% | 16.11% |
| 5 Year | 25.41% | 21.26% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 1 Year | 26.35% | 16.78% |
| 3 Year | 28.04% | 18.05% |
| 5 Year | 28.21% | 15.38% |
Risk Management
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.892% | 14.09% |
| Sharp | 0.805% | 0.52% |
| Beta | 0.794% | 0.77% |
| Alpha | 3.629% | 0.22% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| 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 |
| Funds Managed | 3 | 15 |
| Invesco India Smallcap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
Market Cap
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 8.08 | 8.14 |
| Large Cap | 2.77 | 5.51 |
| Small Cap | 65.82 | 83.41 |
| Mid Cap | 23.33 | 2.94 |
Sector Allocation
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 6.4 | 8.9 |
| Consumer Cyclical | 10.82 | 18.36 |
| Healthcare | 17.7 | 9.08 |
| Financial Services | 20.58 | 17.68 |
| Industrials | 23.62 | 19.46 |
| Technology | 8.84 | 4.4 |
| Basic Materials | 6.95 | 9.08 |
| Energy | 0 | - |
| Real Estate | 1.99 | 3.3 |
| Communication Services | 1.11 | 3.59 |
| Consumer Defensive | 2 | 4.93 |
| Utilities | - | 1.22 |
Top Comparisons
ICICI Prudential Overnight Fund - Growth
3Y Returns6.25%
Aditya Birla Sun Life Overnight Fund-Regular Plan-Growth
3Y Returns6.23%
Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option
3Y Returns9.41%
DSP US Flexible Equity Fund - Regular Plan - Growth
3Y Returns6.59%
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
3Y Returns14.6%
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
3Y Returns14.45%
BANDHAN Banking & PSU Debt Fund - Regular Growth
3Y Returns6.79%
Mirae Asset Banking and PSU Fund Regular Growth Plan
3Y Returns6.72%
