Sundaram Small Cap Fund Regular Plan vs Invesco India Smallcap Fund compare

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tortoise-icon Invesco India Smallcap Fund - Regular Plan - Growth

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tortoise-icon Sundaram Small Cap 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 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) ₹4578 Cr ₹3333 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 BSE 250 SmallCap Index NIFTY Smallcap 250 TRI
Turn Over 47% 22%
Expense Ratio 1.83 1.93
Manager Aditya Khemani Rohit Seksaria
ISIN Code INF205K011T7 INF903J01470
Exits Load Exit 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

Trailing Lumpsum Returns

Scheme Name Invesco India Smallcap Fund - Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth
1 Month -6.36% -8.27%
6 Month 14.38% 6.18%
1 Year 35.43% 21.82%
3 Year 23.07% 17.73%
5 Year 30.48% 26.71%

SIP Return Analysis

Scheme Name Invesco India Smallcap Fund - Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth
6 Month - -
1 Year 33.1% 22.27%
3 Year 34.49% 28.41%
5 Year 33.63% 30.37%

Rolling Lumpsum Returns

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%

Risk Management

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% 1%
Beta 0.74% 0.75%
Alpha 4.89% 1.64%

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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
Fund Manage 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 14.31 6.79
Small Cap 61.2 76.79
Large Cap 3.8 7.72
Mid Cap 20.69 8.71

Sector Allocation

Scheme Name

Invesco India Smallcap Fund - Regular Plan - Growth

Sundaram Small Cap Fund Regular Plan - Growth

Others 3.55 2.48
Automobile 6.05 3.14
Financial 19.01 24.44
Metals & Mining 2.6 2.72
Healthcare 10.53 8.1
Technology 4.9 8.31
Services 10.07 11.54
Consumer Staples 6.78 6.04
Energy 3.58 1.2
Chemicals 1.19 2.36
Capital Goods 14.31 10.59
Construction 7.3 6.33
Materials 3.39 4.69
Consumer Discretionary 4.94 5.01
Communication 0.94 -
Diversified 0.86 -
Textiles - 1.12
Unclassified - 1.94

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