Canara Robeco Small Cap Fund vs Invesco India Smallcap Fund compare

Link copied to clipboard!

tortoise-icon Invesco India Smallcap Fund - Regular Plan - Growth

Invest Now

tortoise-icon Canara Robeco Small Cap Fund - Regular Plan - Growth Option

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Invesco India Smallcap Fund - Regular Plan - Growth Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Fund Invesco India Smallcap Fund - Regular Plan - Growth Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3461 Cr ₹7821 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Oct 2018 05 Feb 2019
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark S&P BSE 250 SmallCap TRI NIFTY SMALLCAP 250 TRI
Turn Over 47% 3%
Expense Ratio 1.87 1.74
Manager Aditya Khemani Shridatta Bhandwaldar
ISIN Code INF205K011T7 INF760K01JF9
Exits Load For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365 Exit load of 1% if redeemed within 1 year./365

Trailing Lumpsum Returns

Scheme Name Invesco India Smallcap Fund - Regular Plan - Growth Canara Robeco Small Cap Fund - Regular Plan - Growth Option
1 Month 6.78% 6.74%
6 Month 21.44% 20.36%
1 Year 56.44% 45.64%
3 Year 26.37% 27.22%
5 Year 30.73% 32.58%

SIP Return Analysis

Scheme Name Invesco India Smallcap Fund - Regular Plan - Growth Canara Robeco Small Cap Fund - Regular Plan - Growth Option
6 Month - -
1 Year 21.28% 18.05%
3 Year 55.36% 45.29%
5 Year 121.95% 125.83%

Rolling Lumpsum Returns

Scheme Name Invesco India Smallcap Fund - Regular Plan - Growth Canara Robeco Small Cap Fund - Regular Plan - Growth Option
1 Year 33.58% 36.72%
3 Year 88.33% 93.78%
5 Year 135.53% 138.1%

Risk Management

Scheme Name Invesco India Smallcap Fund - Regular Plan - Growth Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Standard Deviation 14.52% 13.8%
Sharp 1.28% 1.32%
Beta 0.93% 0.72%
Alpha -2.6% 4.76%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Invesco India Smallcap Fund - Regular Plan - Growth Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Name Aditya Khemani Shridatta Bhandwaldar
Total AUM ₹12070 Cr ₹69491 Cr
Fund Manage 3 12
Invesco India Smallcap Fund - Regular Plan - Growth Canara Robeco Small Cap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Invesco India Smallcap Fund - Regular Plan - Growth

Canara Robeco Small Cap Fund - Regular Plan - Growth Option

Others 14.31 8.1
Small Cap 61.2 67
Mid Cap 20.69 13.59
Large Cap 3.8 11.31

Sector Allocation

Scheme Name

Invesco India Smallcap Fund - Regular Plan - Growth

Canara Robeco Small Cap Fund - Regular Plan - Growth Option

Others 3.55 3.95
Consumer Staples 6.78 6.36
Capital Goods 14.31 18.31
Financial 19.01 16.21
Healthcare 10.53 9.82
Construction 7.3 6.96
Services 10.07 11.07
Energy 3.58 4.08
Technology 4.9 5.18
Consumer Discretionary 4.94 2.45
Materials 3.39 7.02
Metals & Mining 2.6 3.03
Automobile 6.05 3.13
Communication 0.94 -
Diversified 0.86 -
Chemicals 1.19 1.77
Textiles - 0.66

Top Comparisons

BANDHAN Flexi Cap Fund - Regular Plan - Growth BANDHAN Flexi Cap Fund - Regular Plan - Growth

3Y Returns18.14%

VS

Axis Flexi Cap Fund - Regular Plan - Growth Axis Flexi Cap Fund - Regular Plan - Growth

3Y Returns14.22%

Compare Now

UTI Infrastructure Fund-Growth Option UTI Infrastructure Fund-Growth Option

3Y Returns28.03%

VS

Quant Infrastructure Fund - Growth Option Quant Infrastructure Fund - Growth Option

3Y Returns36.88%

Compare Now

Franklin India Pension Plan-Growth Franklin India Pension Plan-Growth

3Y Returns10.15%

VS

HDFC Retirement Savings Fund - Equity Plan - Growth Option HDFC Retirement Savings Fund - Equity Plan - Growth Option

3Y Returns23.11%

Compare Now

Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option

3Y Returns4.77%

VS

UTI Corporate Bond Fund - Regular Plan - Growth Option UTI Corporate Bond Fund - Regular Plan - Growth Option

3Y Returns5.42%

Compare Now
Request call back
Add to Cart Successfully