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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) | ₹36828 Cr | ₹8055 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 03 Apr 2008 | 30 Oct 2018 |
| Category | ELSS | ELSS |
| 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 | 2.61% | 3.95% |
| 6 Month | 17.02% | 13.78% |
| 1 Year | 2.98% | 4.11% |
| 3 Year | 23.07% | 25.2% |
| 5 Year | 30.67% | 30.95% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.79% | -0.49% |
| 1 Year | 13.28% | 7.56% |
| 3 Year | 15.93% | 19.57% |
| 5 Year | 20.1% | 21.54% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.38% | 23.59% |
| 3 Year | 19.84% | 27.76% |
| 5 Year | 17.49% | 30.23% |
Risk Management
| Scheme Name | HDFC Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.31% | 16.24% |
| Sharp | 1.02% | 1.08% |
| Beta | 0.76% | 0.79% |
| Alpha | 2.98% | 4.43% |
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 | 10.74 | 10.46 |
| Small Cap | 75.89 | 65.34 |
| Mid Cap | 8.72 | 15.07 |
| Large Cap | 4.65 | 9.14 |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 10.19 | 1.69 |
| Industrials | 22.54 | 17.39 |
| Consumer Cyclical | 19.02 | 18.55 |
| Consumer Defensive | 2.9 | 1.26 |
| Financial Services | 11.35 | 24.63 |
| Communication Services | 1.79 | - |
| Healthcare | 12.29 | 19.18 |
| Basic Materials | 7.07 | 6.93 |
| Utilities | 0 | - |
| Technology | 12.85 | 6.88 |
| Real Estate | - | 3.18 |
| Energy | - | 0.31 |
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