HDFC Small Cap Fund vs Invesco India Smallcap Fund compare

HDFC Small Cap Fund vs Invesco India Smallcap Fund compare

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HDFC Small Cap Fund Regular Growth

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Invesco India Smallcap Fund - Regular Plan - Growth

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Chart Comparison

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

Overview

Scheme Name	HDFC Small Cap Fund Regular Growth	Invesco India Smallcap Fund - Regular Plan - Growth
Fund	HDFC Small Cap Fund Regular Growth	Invesco India Smallcap Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹36828 Cr	₹8055 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	03 Apr 2008	30 Oct 2018
Category	Small Cap	Small Cap
Fund Type	Open Ended	Open Ended
Benchmark	BSE 250 SmallCap TRI	BSE 250 SmallCap TRI
Turn Over	10.02%	47%
Expense Ratio	1.57	1.78
Manager	Dhruv Muchhal	Aditya Khemani
ISIN Code	INF179KA1RZ8	INF205K011T7
Exits Load	HDFC Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Invesco India Smallcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	HDFC Small Cap Fund Regular Growth	Invesco India Smallcap Fund - Regular Plan - Growth
1 Month	2.61%	3.95%
6 Month	17.02%	13.78%
1 Year	2.98%	4.11%
3 Year	23.07%	25.2%
5 Year	30.67%	30.95%

SIP Return Analysis

Scheme Name	HDFC Small Cap Fund Regular Growth	Invesco India Smallcap Fund - Regular Plan - Growth
6 Month	0.56%	-0.32%
1 Year	12.45%	7.74%
3 Year	15.52%	19.49%
5 Year	19.98%	21.57%

Rolling Lumpsum Returns

Scheme Name	HDFC Small Cap Fund Regular Growth	Invesco India Smallcap Fund - Regular Plan - Growth
1 Year	15.38%	23.59%
3 Year	19.84%	27.76%
5 Year	17.49%	30.23%

Risk Management

Scheme Name	HDFC Small Cap Fund Regular Growth	Invesco India Smallcap Fund - Regular Plan - Growth
Standard Deviation	15.30%	16.15%
Sharp	0.98%	1.02%
Beta	0.77%	0.79%
Alpha	2.46%	3.63%

Fund Managers

Scheme Name	HDFC Small Cap Fund Regular Growth	Invesco India Smallcap Fund - Regular Plan - Growth
Name	Dhruv Muchhal	Aditya Khemani
Total AUM	₹520687 Cr	₹12070 Cr
Funds Managed	40	3
	HDFC Small Cap Fund Regular Growth	Invesco India Smallcap Fund - Regular Plan - Growth

Market Cap

Scheme Name	HDFC Small Cap Fund Regular Growth	Invesco India Smallcap Fund - Regular Plan - Growth
Others	10.74	10.46
Small Cap	75.89	65.34
Mid Cap	8.72	15.07
Large Cap	4.65	9.14

Sector Allocation

Scheme Name	HDFC Small Cap Fund Regular Growth	Invesco India Smallcap Fund - Regular Plan - Growth
Others	10.19	1.69
Industrials	22.54	17.39
Consumer Cyclical	19.02	18.55
Consumer Defensive	2.9	1.26
Financial Services	11.35	24.63
Communication Services	1.79	-
Healthcare	12.29	19.18
Basic Materials	7.07	6.93
Utilities	0	-
Technology	12.85	6.88
Real Estate	-	3.18
Energy	-	0.31

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