- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | 6.98% | 11.23% |
| 6 Month | -5.57% | -3.8% |
| 1 Year | 11.99% | 10.14% |
| 3 Year | 30.65% | 25.29% |
| 5 Year | 34.2% | 33.56% |
SIP Return Analysis
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| 6 Month | 11.53% | 14.41% |
| 1 Year | 11.34% | 13.23% |
| 3 Year | 26.99% | 22.22% |
| 5 Year | 26.94% | 23.57% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| 1 Year | 25.13% | 17.28% |
| 3 Year | 27.76% | 22.43% |
| 5 Year | 28.72% | 22.15% |
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
Aditya Birla Sun Life Multi-Index Fund Of Fund-Regular Growth
3Y Returns0%
Axis Equity ETFs FOF - Regular Plan - Growth Option
3Y Returns17.14%
Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option
3Y Returns16.89%
Axis NASDAQ 100 Fund of Fund - Regular Plan - Growth
3Y Returns0%
HDFC Money Market Fund - Growth Option
3Y Returns7.38%
BANDHAN Money Manager Fund - Regular Plan - Growth
3Y Returns6.86%
Aditya Birla Sun Life MidCap Fund-Growth
3Y Returns23.45%
Tata Mid Cap Growth Fund Regular Plan- Growth Option
3Y Returns25.05%
