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Invesco India Smallcap Fund vs HDFC Small Cap Fund compare
HDFC Small Cap Fund Regular Growth
Invesco India Smallcap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HDFC Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹35781 Cr | ₹7425 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 03 Apr 2008 | 30 Oct 2018 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | BSE 250 SmallCap TRI |
| Turn Over | 10.02% | 47% |
| Expense Ratio | 1.57 | 1.78 |
| Manager | Dhruv Muchhal | Aditya Khemani |
| ISIN Code | INF179KA1RZ8 | INF205K011T7 |
| Exits Load | HDFC Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Invesco India Smallcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -1.68% | -3.43% |
| 6 Month | 8.6% | 4.74% |
| 1 Year | 2.9% | 6.89% |
| 3 Year | 24.45% | 26.2% |
| 5 Year | 31.71% | 31.74% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 10.8% | 8.09% |
| 1 Year | 11.18% | 6.64% |
| 3 Year | 19.25% | 23.52% |
| 5 Year | 23.07% | 24.6% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.84% | 24.48% |
| 3 Year | 19.76% | 27.92% |
| 5 Year | 17.3% | 30.15% |
Risk Management
| Scheme Name | HDFC Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.41% | 16.01% |
| Sharp | 1.16% | 1.17% |
| Beta | 0.80% | 0.79% |
| Alpha | 2.79% | 4.97% |
Fund Managers
| Scheme Name | HDFC Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Aditya Khemani |
| Total AUM | ₹520687 Cr | ₹12070 Cr |
| Funds Managed | 40 | 3 |
| HDFC Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 7.22 | 8.83 |
| Small Cap | 80.6 | 62.33 |
| Mid Cap | 8.23 | 20.16 |
| Large Cap | 3.95 | 8.68 |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.62 | 2.63 |
| Industrials | 23.98 | 19.14 |
| Consumer Cyclical | 17.8 | 13.81 |
| Consumer Defensive | 1.93 | 1.49 |
| Financial Services | 14.12 | 29.16 |
| Communication Services | 1.81 | 1.31 |
| Healthcare | 12.19 | 19.36 |
| Basic Materials | 7.29 | 6.34 |
| Utilities | 0.37 | - |
| Technology | 13.89 | 4.27 |
| Real Estate | - | 2.5 |
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