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Invesco India Smallcap Fund vs DSP Small Cap Fund compare
Invesco India Smallcap Fund - Regular Plan - Growth
DSP Small Cap Fund - Regular - Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| Fund | Invesco India Smallcap Fund - Regular Plan - Growth | DSP Small Cap Fund - Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹8999 Cr | ₹17010 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 30 Oct 2018 | 14 Jun 2007 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | BSE 250 SmallCap TRI |
| Turn Over | 47% | 18% |
| Expense Ratio | 1.78 | 1.71 |
| Manager | Aditya Khemani | Vinit Sambre |
| ISIN Code | INF205K011T7 | INF740K01797 |
| 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 | DSP 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 | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| 1 Month | 0.44% | 2.27% |
| 6 Month | -2.52% | -2.73% |
| 1 Year | -2.34% | -1.73% |
| 3 Year | 23.93% | 19.86% |
| 5 Year | 24.31% | 21.35% |
SIP Return Analysis
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| 6 Month | 0.59% | 0.76% |
| 1 Year | 12.15% | 13% |
| 3 Year | 18.21% | 14.07% |
| 5 Year | 20.54% | 17.07% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| 1 Year | 21.53% | 14.72% |
| 3 Year | 27.42% | 21.52% |
| 5 Year | 29.94% | 22.23% |
Risk Management
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 14.52% | 15.87% |
| Sharp | 1.08% | 0.76% |
| Beta | 0.78% | 0.89% |
| Alpha | 5.22% | 0.14% |
Fund Managers
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| Name | Aditya Khemani | Vinit Sambre |
| Total AUM | ₹12070 Cr | ₹31142 Cr |
| Funds Managed | 3 | 3 |
| Invesco India Smallcap Fund - Regular Plan - Growth | DSP Small Cap Fund - Regular - Growth |
Market Cap
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| Others | 14.7 | 8.24 |
| Large Cap | 11.19 | - |
| Small Cap | 59.78 | 87.72 |
| Mid Cap | 14.33 | 4.04 |
Sector Allocation
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| Others | 2.3 | 7.31 |
| Consumer Cyclical | 20.98 | 33.75 |
| Financial Services | 27.45 | 7.11 |
| Real Estate | 7.05 | - |
| Healthcare | 17.04 | 9.76 |
| Technology | 4.09 | 3.44 |
| Basic Materials | 3.35 | 15.78 |
| Energy | 0.37 | - |
| Industrials | 16.19 | 14.9 |
| Consumer Defensive | 1.17 | 7.15 |
| Utilities | - | 0.14 |
| Communication Services | - | 0.67 |
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