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) | ₹5905 Cr | ₹14996 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 | 2.5% | -0.52% |
6 Month | -7.42% | -12.52% |
1 Year | 9% | 0.02% |
3 Year | 22.55% | 14.64% |
5 Year | 32.63% | 31% |
SIP Return Analysis
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | DSP Small Cap Fund - Regular - Growth |
---|---|---|
6 Month | -1.56% | -3.9% |
1 Year | -5.82% | -13.25% |
3 Year | 23.08% | 14.76% |
5 Year | 25.28% | 20.27% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | DSP Small Cap Fund - Regular - Growth |
---|---|---|
1 Year | 26.35% | 18.05% |
3 Year | 28.04% | 22.85% |
5 Year | 28.21% | 21.75% |
Risk Management
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | DSP Small Cap Fund - Regular - Growth |
---|---|---|
Standard Deviation | 16.892% | 18.367% |
Sharp | 0.805% | 0.526% |
Beta | 0.794% | 0.891% |
Alpha | 3.629% | -1.492% |
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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 | 8.08 | 6.01 |
Large Cap | 2.77 | - |
Small Cap | 65.82 | 90.88 |
Mid Cap | 23.33 | 3.1 |
Sector Allocation
Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
DSP Small Cap Fund - Regular - Growth |
---|---|---|
Others | 6.4 | 6.01 |
Consumer Cyclical | 10.82 | 32 |
Healthcare | 17.7 | 8.42 |
Financial Services | 20.58 | 4.12 |
Industrials | 23.62 | 16.34 |
Technology | 8.84 | 3.82 |
Basic Materials | 6.95 | 20.51 |
Energy | 0 | - |
Real Estate | 1.99 | - |
Communication Services | 1.11 | 0.92 |
Consumer Defensive | 2 | 7.68 |
Utilities | - | 0.17 |
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