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DSP Small Cap Fund vs Invesco India Smallcap Fund compare
Invesco India Smallcap Fund - Regular Plan - Growth
DSP Small Cap Fund - Regular - Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| Fund | Invesco India Smallcap Fund - Regular Plan - Growth | DSP Small Cap Fund - Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹7580 Cr | ₹17005 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 30 Oct 2018 | 14 Jun 2007 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | BSE 250 SmallCap TRI |
| Turn Over | 47% | 18% |
| Expense Ratio | 1.78 | 1.71 |
| Manager | Aditya Khemani | Vinit Sambre |
| ISIN Code | INF205K011T7 | INF740K01797 |
| 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 | DSP 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 | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| 1 Month | -2.09% | -3.57% |
| 6 Month | 18.33% | 18.15% |
| 1 Year | 5.69% | -0.23% |
| 3 Year | 26.38% | 21.01% |
| 5 Year | 31.09% | 28.05% |
SIP Return Analysis
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| 6 Month | 6.21% | 4.71% |
| 1 Year | 7.59% | 3.5% |
| 3 Year | 23.67% | 16.94% |
| 5 Year | 24.56% | 19.75% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| 1 Year | 24.48% | 16.77% |
| 3 Year | 27.92% | 22.64% |
| 5 Year | 30.15% | 22.41% |
Risk Management
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 16.01% | 18.52% |
| Sharp | 1.17% | 0.83% |
| Beta | 0.78% | 0.92% |
| Alpha | 3.94% | -2.09% |
Fund Managers
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| Name | Aditya Khemani | Vinit Sambre |
| Total AUM | ₹12070 Cr | ₹31142 Cr |
| Funds Managed | 3 | 3 |
| Invesco India Smallcap Fund - Regular Plan - Growth | DSP Small Cap Fund - Regular - Growth |
Market Cap
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| Others | 8.64 | 8.57 |
| Large Cap | 7.78 | - |
| Small Cap | 67.29 | 87.96 |
| Mid Cap | 16.29 | 3.47 |
Sector Allocation
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| Others | 2.45 | 8.57 |
| Consumer Cyclical | 14.83 | 30.18 |
| Healthcare | 21.23 | 8.88 |
| Financial Services | 26.86 | 6.65 |
| Basic Materials | 7.46 | 18.46 |
| Technology | 5.24 | 3.39 |
| Industrials | 17.65 | 15.44 |
| Real Estate | 2.67 | - |
| Communication Services | 0 | 0.76 |
| Consumer Defensive | 1.61 | 7.53 |
| Utilities | - | 0.14 |
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