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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
Overview
| 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) | ₹7580 Cr | ₹16536 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Oct 2018 | 12 May 2014 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | BSE 250 SmallCap TRI |
| Turn Over | 47% | 15% |
| Expense Ratio | 1.78 | 1.67 |
| Manager | Aditya Khemani | Venugopal Manghat |
| ISIN Code | INF205K011T7 | INF917K01QC7 |
| 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 | HSBC Small Cap 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 | Invesco India Smallcap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | -3.02% | -6.12% |
| 6 Month | 16.56% | 10.76% |
| 1 Year | 7.1% | -5.43% |
| 3 Year | 25.91% | 20% |
| 5 Year | 31.51% | 31.01% |
SIP Return Analysis
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 6.21% | 2.22% |
| 1 Year | 7.59% | -4.98% |
| 3 Year | 23.67% | 14.01% |
| 5 Year | 24.56% | 20.28% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 24.48% | 16.64% |
| 3 Year | 27.92% | 22.95% |
| 5 Year | 30.15% | 16.64% |
Risk Management
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.01% | 17.95% |
| Sharp | 1.17% | 0.87% |
| Beta | 0.78% | 0.90% |
| Alpha | 3.94% | -1.55% |
Fund Managers
| 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 |
| Funds Managed | 3 | 7 |
| Invesco India Smallcap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 8.64 | 3.42 |
| Large Cap | 7.78 | 2.16 |
| Small Cap | 67.29 | 72.11 |
| Mid Cap | 16.29 | 22.31 |
Sector Allocation
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 2.45 | 3.42 |
| Consumer Cyclical | 14.83 | 15.6 |
| Healthcare | 21.23 | 7.18 |
| Financial Services | 26.86 | 16.18 |
| Basic Materials | 7.46 | 11.06 |
| Technology | 5.24 | 8.65 |
| Industrials | 17.65 | 28.92 |
| Real Estate | 2.67 | 3.79 |
| Communication Services | 0 | - |
| Consumer Defensive | 1.61 | 4.31 |
| Energy | - | 0.9 |
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