HSBC Small Cap Fund vs Invesco India Smallcap Fund compare
Invesco India Smallcap Fund - Regular Plan - Growth
HSBC Small Cap Fund - Regular Growth
Chart Comparison
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| Fund | Invesco India Smallcap Fund - Regular Plan - Growth | HSBC Small Cap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4578 Cr | ₹16396 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 05 Oct 2018 | 12 May 2014 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap Index | BSE 250 SmallCap Index |
| Turn Over | 47% | 15% |
| Expense Ratio | 1.83 | 1.7 |
| Manager | Aditya Khemani | Venugopal Manghat |
| ISIN Code | INF205K011T7 | INF917K01QC7 |
| Exits Load | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365 | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 |
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | 4.93% | 1.86% |
| 6 Month | 25.67% | 22.79% |
| 1 Year | 57.27% | 46% |
| 3 Year | 27.65% | 30.37% |
| 5 Year | 34.19% | 32.48% |
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 21.28% | 21.58% |
| 3 Year | 55.36% | 58.86% |
| 5 Year | 121.95% | 137.96% |
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 33.58% | 36.36% |
| 3 Year | 88.33% | 99.84% |
| 5 Year | 135.53% | 151.38% |
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 14.52% | 14.69% |
| Sharp | 1.23% | 1.4% |
| Beta | 0.74% | 0.8% |
| Alpha | 4.89% | 7.09% |
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| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| Name | Aditya Khemani | Venugopal Manghat |
| Total AUM | ₹12070 Cr | ₹41442 Cr |
| Fund Manage | 3 | 7 |
| Invesco India Smallcap Fund - Regular Plan - Growth | HSBC Small Cap Fund - Regular Growth |
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| Others | 14.31 | 3.91 |
| Small Cap | 61.2 | 72.94 |
| Mid Cap | 20.69 | 20.12 |
| Large Cap | 3.8 | 3.03 |
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| Others | 3.55 | 2.51 |
| Consumer Staples | 6.78 | 5.57 |
| Capital Goods | 14.31 | 17.67 |
| Financial | 19.01 | 7.98 |
| Healthcare | 10.53 | 5.3 |
| Construction | 7.3 | 12.47 |
| Services | 10.07 | 10.12 |
| Energy | 3.58 | - |
| Technology | 4.9 | 5.93 |
| Consumer Discretionary | 4.94 | 2.17 |
| Materials | 3.39 | 9.17 |
| Metals & Mining | 2.6 | 8.71 |
| Automobile | 6.05 | 3.89 |
| Communication | 0.94 | - |
| Diversified | 0.86 | 3.4 |
| Chemicals | 1.19 | 1.41 |
| Textiles | - | 3.7 |
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