Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Invesco India Smallcap Fund vs DSP Small Cap Fund compare

Link copied to clipboard!

tortoise-icon Invesco India Smallcap Fund - Regular Plan - Growth

Invest Now

tortoise-icon DSP Small Cap Fund - Regular - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹7580 Cr ₹17005 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 -3.02% -5.51%
6 Month 16.56% 14.39%
1 Year 7.1% -0.51%
3 Year 25.91% 19.9%
5 Year 31.51% 28.2%

SIP Return Analysis

Scheme Name Invesco India Smallcap Fund - Regular Plan - Growth DSP Small Cap Fund - Regular - Growth
6 Month 6.21% 4.71%
1 Year 7.59% 3.5%
3 Year 23.67% 16.94%
5 Year 24.56% 19.75%

Rolling Lumpsum Returns

Scheme Name Invesco India Smallcap Fund - Regular Plan - Growth DSP Small Cap Fund - Regular - Growth
1 Year 24.48% 16.77%
3 Year 27.92% 22.64%
5 Year 30.15% 22.41%

Risk Management

Scheme Name Invesco India Smallcap Fund - Regular Plan - Growth DSP Small Cap Fund - Regular - Growth
Standard Deviation 16.01% 18.52%
Sharp 1.17% 0.83%
Beta 0.78% 0.92%
Alpha 3.94% -2.09%

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 8.64 8.57
Large Cap 7.78 -
Small Cap 67.29 87.96
Mid Cap 16.29 3.47

Sector Allocation

Scheme Name

Invesco India Smallcap Fund - Regular Plan - Growth

DSP Small Cap Fund - Regular - Growth

Others 2.45 8.57
Consumer Cyclical 14.83 30.18
Healthcare 21.23 8.88
Financial Services 26.86 6.65
Basic Materials 7.46 18.46
Technology 5.24 3.39
Industrials 17.65 15.44
Real Estate 2.67 -
Communication Services 0 0.76
Consumer Defensive 1.61 7.53
Utilities - 0.14

Top Comparisons

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

3Y Returns12.28%

VS

Invesco India Dynamic Equity Fund - Growth Invesco India Dynamic Equity Fund - Growth

3Y Returns13.07%

Compare Now

BANDHAN Low Duration Fund - Regular Plan - Growth BANDHAN Low Duration Fund - Regular Plan - Growth

3Y Returns7.09%

VS

Mirae Asset Low Duration Fund- Growth Mirae Asset Low Duration Fund- Growth

3Y Returns6.95%

Compare Now

Kotak Money Market Fund - (Growth) Kotak Money Market Fund - (Growth)

3Y Returns7.45%

VS

Kotak Money Market Fund - (Growth) Kotak Money Market Fund - (Growth)

3Y Returns7.45%

Compare Now

Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option

3Y Returns15.1%

VS

Nippon India Multi Asset Active FOF - Regular Plan - Growth Nippon India Multi Asset Active FOF - Regular Plan - Growth

3Y Returns18.95%

Compare Now
Add to Cart Successfully