Baroda BNP Paribas Small Cap Fund vs Invesco India Smallcap Fund compare
Invesco India Smallcap Fund - Regular Plan - Growth
Baroda BNP Paribas Small Cap Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Baroda BNP Paribas Small Cap Fund - Regular (G) |
|---|---|---|
| Fund | Invesco India Smallcap Fund - Regular Plan - Growth | Baroda BNP Paribas Small Cap Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹8720 Cr | ₹1270 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Oct 2018 | 27 Oct 2023 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 47% | % |
| Expense Ratio | 1.78 | 2.19 |
| Manager | Aditya Khemani | Miten Vora |
| ISIN Code | INF205K011T7 | INF251K01SO2 |
| 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 | Baroda BNP Paribas Small Cap Fund - Regular Plan - 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 | Baroda BNP Paribas Small Cap Fund - Regular (G) |
|---|---|---|
| 1 Month | -2.24% | -3.53% |
| 6 Month | 1.94% | -1.86% |
| 1 Year | -3.45% | -8.25% |
| 3 Year | 23.27% | - |
| 5 Year | 27.02% | - |
SIP Return Analysis
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Baroda BNP Paribas Small Cap Fund - Regular (G) |
|---|---|---|
| 6 Month | 0.32% | -1.98% |
| 1 Year | 11.57% | 3.54% |
| 3 Year | 19.24% | - |
| 5 Year | 21.19% | - |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Baroda BNP Paribas Small Cap Fund - Regular (G) |
|---|---|---|
| 1 Year | 22.02% | 0.67% |
| 3 Year | 27.52% | - |
| 5 Year | 30.16% | - |
Risk Management
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Baroda BNP Paribas Small Cap Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 16.24% | - |
| Sharp | 1.08% | - |
| Beta | 0.79% | - |
| Alpha | 4.43% | - |
Fund Managers
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Baroda BNP Paribas Small Cap Fund - Regular (G) |
|---|---|---|
| Name | Aditya Khemani | Miten Vora |
| Total AUM | ₹12070 Cr | ₹6478 Cr |
| Funds Managed | 3 | 6 |
| Invesco India Smallcap Fund - Regular Plan - Growth | Baroda BNP Paribas Small Cap Fund - Regular (G) |
Market Cap
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Baroda BNP Paribas Small Cap Fund - Regular (G) |
|---|---|---|
| Others | 15.17 | 12.14 |
| Large Cap | 9.96 | 1.34 |
| Small Cap | 61.39 | 73.61 |
| Mid Cap | 13.49 | 12.91 |
Sector Allocation
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Baroda BNP Paribas Small Cap Fund - Regular (G) |
|---|---|---|
| Others | 2.64 | 2.32 |
| Consumer Cyclical | 18.6 | 11.54 |
| Healthcare | 17.83 | 10.84 |
| Financial Services | 27.01 | 21.96 |
| Real Estate | 5.57 | 1.4 |
| Basic Materials | 6.13 | 15.53 |
| Technology | 4.29 | 6.75 |
| Energy | 0.38 | - |
| Industrials | 16.3 | 21.71 |
| Consumer Defensive | 1.24 | 2.35 |
| Utilities | - | 3.7 |
| Communication Services | - | 1.9 |
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