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) | ₹3461 Cr | ₹3008 Cr |
Min Investment | ₹1000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 05 Oct 2018 | 10 Feb 2005 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | S&P BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
Turn Over | 47% | 22% |
Expense Ratio | 1.87 | 1.96 |
Manager | Aditya Khemani | Rohit Seksaria |
ISIN Code | INF205K011T7 | INF903J01470 |
Exits Load | For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365 | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days./365 |
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
1 Month | 13.71% | 11.07% |
6 Month | 22.35% | 14.54% |
1 Year | 58.33% | 45.99% |
3 Year | 26.97% | 24.31% |
5 Year | 30.3% | 25.71% |
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 21.28% | 16.31% |
3 Year | 55.36% | 48.22% |
5 Year | 121.95% | 111.75% |
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
1 Year | 33.58% | 32.21% |
3 Year | 88.33% | 81.53% |
5 Year | 135.53% | 119.87% |
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.52% | 14.09% |
Sharp | 1.32% | 1.25% |
Beta | 0.76% | 0.76% |
Alpha | 4.77% | 2.93% |
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Get Free Experts GuidanceScheme 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 | 14.31 | 6.79 |
Small Cap | 61.2 | 76.79 |
Mid Cap | 20.69 | 8.71 |
Large Cap | 3.8 | 7.72 |
Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
---|---|---|
Others | 3.55 | 2.48 |
Consumer Staples | 6.78 | 6.04 |
Capital Goods | 14.31 | 10.59 |
Financial | 19.01 | 24.44 |
Healthcare | 10.53 | 8.1 |
Construction | 7.3 | 6.33 |
Services | 10.07 | 11.54 |
Energy | 3.58 | 1.2 |
Technology | 4.9 | 8.31 |
Consumer Discretionary | 4.94 | 5.01 |
Materials | 3.39 | 4.69 |
Metals & Mining | 2.6 | 2.72 |
Automobile | 6.05 | 3.14 |
Communication | 0.94 | - |
Diversified | 0.86 | - |
Chemicals | 1.19 | 2.36 |
Unclassified | - | 1.94 |
Textiles | - | 1.12 |
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