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) | ₹8999 Cr | ₹1236 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 | -2.13% | -3.42% |
| 6 Month | 2.6% | -1% |
| 1 Year | -4.56% | -8.83% |
| 3 Year | 23.79% | - |
| 5 Year | 26.03% | - |
SIP Return Analysis
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Baroda BNP Paribas Small Cap Fund - Regular (G) |
|---|---|---|
| 6 Month | -2.01% | -3.57% |
| 1 Year | 7.58% | 0.71% |
| 3 Year | 18.34% | - |
| 5 Year | 20.94% | - |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Baroda BNP Paribas Small Cap Fund - Regular (G) |
|---|---|---|
| 1 Year | 21.93% | 0.67% |
| 3 Year | 27.46% | - |
| 5 Year | 30.07% | - |
Risk Management
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Baroda BNP Paribas Small Cap Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 16.30% | - |
| Sharp | 1.05% | - |
| Beta | 0.78% | - |
| Alpha | 5.67% | - |
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 | 14.7 | 19.08 |
| Large Cap | 11.19 | 1.4 |
| Small Cap | 59.78 | 66.76 |
| Mid Cap | 14.33 | 12.76 |
Sector Allocation
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Baroda BNP Paribas Small Cap Fund - Regular (G) |
|---|---|---|
| Others | 2.3 | 5.74 |
| Consumer Cyclical | 20.98 | 11.36 |
| Financial Services | 27.45 | 24.96 |
| Real Estate | 7.05 | 0.87 |
| Healthcare | 17.04 | 12.14 |
| Technology | 4.09 | 7.06 |
| Basic Materials | 3.35 | 10.1 |
| Energy | 0.37 | - |
| Industrials | 16.19 | 19.37 |
| Consumer Defensive | 1.17 | 4.78 |
| Utilities | - | 1.94 |
| Communication Services | - | 1.68 |
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