Invesco India Small Cap vs Bandhan Small Cap
Data updated · direct-growth plans · not investment advice
Invesco India Small Cap currently edges it with a Smart Score of 83/100 vs 82/100. Invesco India Small Cap has the weaker risk-adjusted profile (Sortino 1.05 vs 1.18), 3-year returns of 20.3% vs 21.6%, and an expense ratio of 0.63% vs 0.61%. Scores are relative to all Small Cap peers and refresh with every data update.
Portfolio overlap
lower = better diversificationOverlap = combined weight of stocks both funds hold (sum of the smaller weight per shared stock), from each fund's latest disclosed top-25 holdings.
| Returns (CAGR) | ||||
1Y return | 6.2%BEST | 1.2% | ||
3Y return | 20.3% | 21.6%BEST | ||
5Y return | 18.1%BEST | 18.1% | ||
Since launch | 22.5% | 28.4%BEST | ||
| Vs category benchmark | ||||
1Y vs index | +9.7%BEST | +4.8% | ||
3Y vs index | +8.4% | +9.7%BEST | ||
5Y vs index | +5.6%BEST | +5.5% | ||
Benchmark used | Nifty Smallcap 250 | Nifty Smallcap 250 | ||
| Risk | ||||
Sharpe ratio | 0.84 | 0.88BEST | ||
Sortino ratio | 1.05 | 1.18BEST | ||
Std deviation | 19.87BEST | 20.54 | ||
Alpha | 7.75 | 8.72BEST | ||
Beta | 0.85 | 0.90 | ||
| Cost & size | ||||
Expense ratio | 0.63% | 0.61%BEST | ||
Fund size | ₹16.1k Cr | ₹35.8k CrBEST | ||
Portfolio P/E | 41.04 | 16.63BEST | ||
| Ratings | ||||
Value Research | ★★★★★BEST | ★★★★★ | ||
Morningstar | — | — | ||
| Details | ||||
Fund manager | Taher Badshah, Aditya Khemani | Manish Gunwani, Kirthi Jain | ||
Benchmark | BSE 250 SmallCap TRI | BSE 250 SmallCap TRI | ||
Riskometer | Very High | Very High | ||
Start date | 30 Oct 2018 | 25 Feb 2020 | ||
| Top 5 holdings | ||||
Biggest positions |
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Quick answers
Is Invesco India Small Cap better than Bandhan Small Cap?
Invesco India Small Cap currently edges it with a Smart Score of 83/100 vs 82/100. Invesco India Small Cap has the weaker risk-adjusted profile (Sortino 1.05 vs 1.18), 3-year returns of 20.3% vs 21.6%, and an expense ratio of 0.63% vs 0.61%. Scores are relative to all Small Cap peers and refresh with every data update.
Which is cheaper — Invesco India Small Cap or Bandhan Small Cap?
Bandhan Small Cap has the lower expense ratio: 0.61% vs 0.63% (direct plans). Lower fees compound in your favour over long holding periods.
Which has better risk-adjusted returns?
On the Sortino ratio (return per unit of downside risk), Bandhan Small Cap leads with 1.18 vs 1.05. Sharpe ratios: Invesco India Small Cap 0.84, Bandhan Small Cap 0.88.