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Invesco India Smallcap Fund vs HSBC Small Cap Fund compare
Invesco India Smallcap Fund - Regular Plan - Growth
HSBC Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Invesco India Smallcap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹7425 Cr | ₹16909 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Oct 2018 | 12 May 2014 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | BSE 250 SmallCap TRI |
| Turn Over | 47% | 15% |
| Expense Ratio | 1.78 | 1.67 |
| Manager | Aditya Khemani | Venugopal Manghat |
| ISIN Code | INF205K011T7 | INF917K01QC7 |
| Exits Load | Invesco India Smallcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | HSBC Small Cap 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 | Invesco India Smallcap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | -3.75% | -6.1% |
| 6 Month | 3.98% | -0.09% |
| 1 Year | 5.67% | -5.61% |
| 3 Year | 25.76% | 20.27% |
| 5 Year | 31.53% | 31.53% |
SIP Return Analysis
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 7.65% | 5.01% |
| 1 Year | 5.66% | -4.29% |
| 3 Year | 22.73% | 14.22% |
| 5 Year | 24.1% | 20.47% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 24.48% | 16.64% |
| 3 Year | 27.92% | 22.95% |
| 5 Year | 30.15% | 16.64% |
Risk Management
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.01% | 17.95% |
| Sharp | 1.17% | 0.87% |
| Beta | 0.79% | 0.90% |
| Alpha | 4.97% | -1.28% |
Fund Managers
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Name | Aditya Khemani | Venugopal Manghat |
| Total AUM | ₹12070 Cr | ₹41442 Cr |
| Funds Managed | 3 | 7 |
| Invesco India Smallcap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 8.83 | 3.42 |
| Large Cap | 8.68 | 2.16 |
| Small Cap | 62.33 | 72.11 |
| Mid Cap | 20.16 | 22.31 |
Sector Allocation
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
HSBC Small Cap Fund Regular Growth |
|---|---|---|
| Others | 2.63 | 3.42 |
| Consumer Cyclical | 13.81 | 15.6 |
| Healthcare | 19.36 | 7.18 |
| Industrials | 19.14 | 28.92 |
| Financial Services | 29.16 | 16.18 |
| Basic Materials | 6.34 | 11.06 |
| Technology | 4.27 | 8.65 |
| Real Estate | 2.5 | 3.79 |
| Communication Services | 1.31 | - |
| Consumer Defensive | 1.49 | 4.31 |
| Energy | - | 0.9 |
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