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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) | ₹36294 Cr | ₹7718 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 | 2.68% | 1.92% |
| 6 Month | 24.65% | 22.61% |
| 1 Year | -0.04% | -1.18% |
| 3 Year | 22.26% | 24% |
| 5 Year | 30.97% | 30.41% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 7.65% | 4.39% |
| 1 Year | 18.5% | 12.34% |
| 3 Year | 19.59% | 23.58% |
| 5 Year | 22.66% | 24.22% |
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 | 15.29% | 16.15% |
| Sharp | 0.99% | 1.02% |
| Beta | 0.76% | 0.78% |
| Alpha | 3.13% | 4.19% |
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 | 9.49 | 8.64 |
| Small Cap | 78.55 | 67.29 |
| Mid Cap | 8.23 | 16.29 |
| Large Cap | 3.74 | 7.78 |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 8.93 | 2.45 |
| Industrials | 23.59 | 17.65 |
| Consumer Cyclical | 18.21 | 14.83 |
| Consumer Defensive | 2.24 | 1.61 |
| Financial Services | 11.31 | 26.86 |
| Communication Services | 1.75 | 0 |
| Healthcare | 12.61 | 21.23 |
| Basic Materials | 7.92 | 7.46 |
| Utilities | 0.36 | - |
| Technology | 13.07 | 5.24 |
| Real Estate | - | 2.67 |
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