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 | 0.16% | -2.69% |
6 Month | 11.13% | 6.76% |
1 Year | 1.4% | 3.83% |
3 Year | 25.73% | 26.72% |
5 Year | 33.12% | 32.43% |
SIP Return Analysis
Scheme Name | HDFC Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 12.45% | 11.21% |
1 Year | 16.33% | 14.52% |
3 Year | 21.52% | 26.8% |
5 Year | 24.41% | 26.52% |
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 | 15.99% | 16.34% |
Sharp | 1.30% | 1.40% |
Beta | 0.80% | 0.79% |
Alpha | 2.79% | 4.97% |
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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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