Invesco India Smallcap Fund vs Canara Robeco Small Cap Fund compare
Invesco India Smallcap Fund - Regular Plan - Growth
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Invesco India Smallcap Fund - Regular Plan - Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹8720 Cr | ₹13285 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Oct 2018 | 15 Feb 2019 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 47% | 3% |
| Expense Ratio | 1.78 | 1.7 |
| Manager | Aditya Khemani | Shridatta Bhandwaldar |
| ISIN Code | INF205K011T7 | INF760K01JF9 |
| 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 | Canara Robeco 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 | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -2.24% | -3.13% |
| 6 Month | 1.94% | -0.78% |
| 1 Year | -3.45% | -8.33% |
| 3 Year | 23.27% | 14.56% |
| 5 Year | 27.02% | 24.12% |
SIP Return Analysis
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.32% | -1.62% |
| 1 Year | 11.57% | 5.31% |
| 3 Year | 19.24% | 10.42% |
| 5 Year | 21.19% | 14.98% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 22.02% | 23.8% |
| 3 Year | 27.52% | 30.4% |
| 5 Year | 30.16% | 31.59% |
Risk Management
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 16.30% | 15.59% |
| Sharp | 1.05% | 0.57% |
| Beta | 0.78% | 0.77% |
| Alpha | 5.67% | -2.16% |
Fund Managers
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Aditya Khemani | Shridatta Bhandwaldar |
| Total AUM | ₹12070 Cr | ₹69491 Cr |
| Funds Managed | 3 | 12 |
| Invesco India Smallcap Fund - Regular Plan - Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 15.17 | 4.72 |
| Large Cap | 9.96 | 6.84 |
| Small Cap | 61.39 | 73.36 |
| Mid Cap | 13.49 | 15.08 |
Sector Allocation
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.64 | 3.15 |
| Consumer Cyclical | 18.6 | 15.27 |
| Healthcare | 17.83 | 12.78 |
| Financial Services | 27.01 | 23.57 |
| Real Estate | 5.57 | 2.23 |
| Basic Materials | 6.13 | 9.5 |
| Technology | 4.29 | 3.17 |
| Energy | 0.38 | - |
| Industrials | 16.3 | 21.77 |
| Consumer Defensive | 1.24 | 5.19 |
| Utilities | - | 1.9 |
| Communication Services | - | 1.47 |
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