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) ₹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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Sundaram ELSS Tax Saver Fund Regular Growth Sundaram ELSS Tax Saver Fund Regular Growth

3Y Returns14.76%

VS

Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth

3Y Returns14.76%

Compare Now

WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH WOC LARGE AND MID CAP FUND REGULAR PLAN GROWTH

3Y Returns0%

VS

INVESCO INDIA LARGE & MID CAP FUND - Growth INVESCO INDIA LARGE & MID CAP FUND - Growth

3Y Returns21.74%

Compare Now

Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth

3Y Returns12.68%

VS

Quant Absolute Fund-Growth Quant Absolute Fund-Growth

3Y Returns11.97%

Compare Now

Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns6.66%

VS

Axis Ultra Short Duration Fund - Regular Plan Growth Axis Ultra Short Duration Fund - Regular Plan Growth

3Y Returns6.36%

Compare Now
Add to Cart Successfully