Invesco India Smallcap Fund vs DSP Small Cap Fund compare

Invesco India Smallcap Fund vs DSP Small Cap Fund compare

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Invesco India Smallcap Fund - Regular Plan - Growth

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DSP Small Cap Fund - Regular - Growth

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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)	₹8720 Cr	₹16868 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	-2.24%	-1.71%
6 Month	1.94%	-1.29%
1 Year	-3.45%	-4.31%
3 Year	23.27%	18.57%
5 Year	27.02%	23.01%

SIP Return Analysis

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	DSP Small Cap Fund - Regular - Growth
6 Month	0.32%	-0.78%
1 Year	11.57%	9.84%
3 Year	19.24%	13.99%
5 Year	21.19%	17.08%

Rolling Lumpsum Returns

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	DSP Small Cap Fund - Regular - Growth
1 Year	22.02%	15.01%
3 Year	27.52%	21.65%
5 Year	30.16%	22.15%

Risk Management

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	DSP Small Cap Fund - Regular - Growth
Standard Deviation	16.30%	15.87%
Sharp	1.05%	0.77%
Beta	0.78%	0.89%
Alpha	5.67%	0.56%

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	15.17	8.2
Large Cap	9.96	-
Small Cap	61.39	88.13
Mid Cap	13.49	3.67

Sector Allocation

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	DSP Small Cap Fund - Regular - Growth
Others	2.64	7.22
Consumer Cyclical	18.6	31.76
Healthcare	17.83	9.56
Financial Services	27.01	7.03
Real Estate	7.82	-
Technology	4.29	3.62
Basic Materials	3.88	17.31
Energy	0.38	-
Industrials	16.3	15.33
Consumer Defensive	1.24	7.31
Utilities	-	0.15
Communication Services	-	0.71

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