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Compare Sundaram Small Cap Fund vs Invesco India Smallcap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 3.0 | 5.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 1.94 | 1.71 |
NAV | ₹259.74 | ₹41.98 |
Fund Started | 03 Jan 2005 | 10 Oct 2018 |
Fund Size | ₹3495.63 Cr | ₹9000.49 Cr |
Exit Load | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days. | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year. |
Risk
Very High
Very High
Rating
3.0
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.94
1.71
NAV
₹259.74
₹41.98
Fund Started
03 Jan 2005
10 Oct 2018
Fund Size
₹3495.63 Cr
₹9000.49 Cr
Exit Load
For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
Returns
1 Year | -2.40% | -3.45% |
3 Year | 19.02% | 23.27% |
5 Year | 24.14% | 27.02% |
1 Year
-2.40%
-3.45%
3 Year
19.02%
23.27%
5 Year
24.14%
27.02%
Holding Analysis
Equity | 94.28% | 97.33% |
Cash | 5.72% | 2.67% |
Equity
94.28%
97.33%
Cash
5.72%
2.67%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Aster DM Healthcare Ltd. | 3.26% |
Affle 3I Ltd. | 2.93% |
MTAR Technologies Ltd. | 2.92% |
E.I.D. - Parry (India) Ltd. | 2.81% |
Craftsman Automation Ltd. | 2.69% |
SJS Enterprises Ltd. | 2.67% |
Safari Industries (India) Ltd. | 2.64% |
RateGain Travel Technologies Ltd. | 2.62% |
PNB Housing Finance Ltd. | 2.53% |
Cholamandalam Financial Holdings Ltd. | 2.16% |
Name | Assets |
|---|---|
Sai Life Sciences Ltd. | 5.20% |
Krishna Institute of Medical Sciences Ltd | 5.08% |
Swiggy Ltd. | 4.07% |
JK Lakshmi Cement Ltd. | 2.90% |
Multi Commodity Exchange Of India Ltd. | 2.82% |
Karur Vysya Bank Ltd. | 2.70% |
Interglobe Aviation Ltd. | 2.62% |
BSE Ltd. | 2.60% |
Amber Enterprises India Ltd. | 2.52% |
Delhivery Ltd. | 2.47% |
Fund Manager
Name | Rohit Seksaria | Amit Nigam |
Start Date | 02 Jul 2025 | 09 Jul 2022 |
Name
Rohit Seksaria
Amit Nigam
Start Date
02 Jul 2025
09 Jul 2022
About Fund
Description | The scheme seeks to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as smallcap stocks. | The scheme seeks to generate capital appreciation by investing predominantly in stocks of Smallcap companies. |
Launch Date | 03 Jan 2005 | 10 Oct 2018 |
Description
The scheme seeks to achieve capital appreciation by investing predominantly in diversified stocks that are generally termed as smallcap stocks.
The scheme seeks to generate capital appreciation by investing predominantly in stocks of Smallcap companies.
Launch Date
03 Jan 2005
10 Oct 2018