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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 | 6.79% | 6.86% |
| 6 Month | -14.99% | -17.75% |
| 1 Year | 10.12% | 0.66% |
| 3 Year | 19.99% | 14.96% |
| 5 Year | 34.8% | 33.73% |
SIP Return Analysis
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| 6 Month | -9.79% | -11.08% |
| 1 Year | -11.49% | -18.51% |
| 3 Year | 21.89% | 14.02% |
| 5 Year | 25.23% | 20.59% |
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% | 0.55% |
| Beta | 0.794% | 0.77% |
| Alpha | 3.629% | 0.62% |
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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 |
| 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 | 7.11 |
| Large Cap | 2.77 | 5.23 |
| Small Cap | 65.82 | 83.36 |
| Mid Cap | 23.33 | 4.29 |
Sector Allocation
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Sundaram Small Cap Fund Regular Plan - Growth |
|---|---|---|
| Others | 6.4 | 7.57 |
| Consumer Cyclical | 10.82 | 17.05 |
| Healthcare | 17.7 | 8.7 |
| Financial Services | 20.58 | 17.7 |
| Industrials | 23.62 | 20.93 |
| Technology | 8.84 | 4.98 |
| Basic Materials | 6.95 | 10.1 |
| Energy | 0 | 0 |
| Real Estate | 1.99 | 3.37 |
| Communication Services | 1.11 | 3.4 |
| Consumer Defensive | 2 | 4.76 |
| Utilities | - | 1.46 |
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