Canara Robeco Small Cap Fund vs Invesco India Smallcap Fund compare
Invesco India Smallcap Fund - Regular Plan - Growth
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹8055 Cr | ₹12858 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 30 Oct 2018 | 15 Feb 2019 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
Turn Over | 47% | 3% |
Expense Ratio | 1.78 | 1.7 |
Manager | Aditya Khemani | Shridatta Bhandwaldar |
ISIN Code | INF205K011T7 | INF760K01JF9 |
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 | Canara Robeco 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 | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.12% | -1.59% |
6 Month | 14.08% | 10.48% |
1 Year | -0.12% | -6.59% |
3 Year | 25.74% | 16.64% |
5 Year | 30.93% | 27.72% |
SIP Return Analysis
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.32% | -0.25% |
1 Year | 14.41% | 6.36% |
3 Year | 22.84% | 13.11% |
5 Year | 23.74% | 17.44% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 23.59% | 24.84% |
3 Year | 27.76% | 30.69% |
5 Year | 30.23% | 32.65% |
Risk Management
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 16.15% | 15.44% |
Sharp | 1.02% | 0.62% |
Beta | 0.79% | 0.78% |
Alpha | 3.63% | -3.19% |
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 |
Funds Managed | 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 | 10.46 | 4.13 |
Large Cap | 9.14 | 7.01 |
Small Cap | 65.34 | 73.87 |
Mid Cap | 15.07 | 14.99 |
Sector Allocation
Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.69 | 2.97 |
Consumer Cyclical | 18.55 | 15.81 |
Healthcare | 19.18 | 13.1 |
Financial Services | 24.63 | 22.43 |
Real Estate | 3.18 | 2.12 |
Basic Materials | 6.93 | 9.2 |
Technology | 6.88 | 3.15 |
Energy | 0.31 | 0 |
Industrials | 17.39 | 22.79 |
Consumer Defensive | 1.26 | 5.06 |
Utilities | - | 1.85 |
Communication Services | - | 1.53 |
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