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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) | ₹38020 Cr | ₹8999 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 | -3.71% | -1.6% |
| 6 Month | 0.29% | 0.87% |
| 1 Year | -5.05% | -4.94% |
| 3 Year | 19.38% | 23.53% |
| 5 Year | 25.35% | 26.83% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -2.75% | -0.98% |
| 1 Year | 9.22% | 11% |
| 3 Year | 13% | 18.89% |
| 5 Year | 17.94% | 20.91% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.92% | 22.02% |
| 3 Year | 20.01% | 27.52% |
| 5 Year | 17.67% | 30.16% |
Risk Management
| Scheme Name | HDFC Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.43% | 16.30% |
| Sharp | 0.88% | 1.05% |
| Beta | 0.76% | 0.78% |
| Alpha | 2.62% | 5.67% |
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 | 11.15 | 15.17 |
| Small Cap | 74.68 | 61.39 |
| Mid Cap | 9.02 | 13.49 |
| Large Cap | 5.15 | 9.96 |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 10.41 | 2.64 |
| Industrials | 21.41 | 16.3 |
| Consumer Cyclical | 18.78 | 18.6 |
| Consumer Defensive | 3.31 | 1.24 |
| Financial Services | 11.86 | 27.01 |
| Communication Services | 1.87 | - |
| Healthcare | 12.32 | 17.83 |
| Basic Materials | 6.64 | 3.88 |
| Technology | 13.39 | 4.29 |
| Real Estate | - | 7.82 |
| Energy | - | 0.38 |
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