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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) | ₹8999 Cr | ₹16203 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 | -3.55% | -5.31% |
| 6 Month | -0.24% | -6.3% |
| 1 Year | -6.6% | -16.01% |
| 3 Year | 23.3% | 16.81% |
| 5 Year | 25.77% | 24.15% |
SIP Return Analysis
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -0.98% | -4.1% |
| 1 Year | 11% | 0.13% |
| 3 Year | 18.89% | 9.07% |
| 5 Year | 20.91% | 15.62% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 22.02% | 15.36% |
| 3 Year | 27.52% | 22.44% |
| 5 Year | 30.16% | 17.02% |
Risk Management
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.30% | 18.31% |
| Sharp | 1.05% | 0.66% |
| Beta | 0.78% | 0.90% |
| Alpha | 5.67% | -0.89% |
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 | 14.7 | 4.94 |
| Large Cap | 11.19 | 2.01 |
| Small Cap | 59.78 | 74.91 |
| Mid Cap | 14.33 | 18.14 |
Sector Allocation
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 2.3 | 2.15 |
| Consumer Cyclical | 20.98 | 17.14 |
| Financial Services | 27.45 | 20.3 |
| Real Estate | 7.05 | 4.6 |
| Healthcare | 17.04 | 9.46 |
| Technology | 4.09 | 10.63 |
| Basic Materials | 3.35 | 7.05 |
| Energy | 0.37 | 0.86 |
| Industrials | 16.19 | 23.58 |
| Consumer Defensive | 1.17 | 4.24 |
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