Invesco India Smallcap Fund vs HSBC Small Cap Fund compare

Invesco India Smallcap Fund vs HSBC Small Cap Fund compare

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Invesco India Smallcap Fund - Regular Plan - Growth

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HSBC Small Cap Fund Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹8055 Cr	₹16041 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	1.48%	-0.64%
6 Month	13.45%	8.43%
1 Year	1.85%	-9%
3 Year	24.88%	18.67%
5 Year	30.52%	28.8%

SIP Return Analysis

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	HSBC Small Cap Fund Regular Growth
6 Month	1.71%	-1.51%
1 Year	13.55%	2.9%
3 Year	21.29%	11.89%
5 Year	22.45%	17.64%

Rolling Lumpsum Returns

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	HSBC Small Cap Fund Regular Growth
1 Year	23.59%	15.99%
3 Year	27.76%	22.74%
5 Year	30.23%	16.77%

Risk Management

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	HSBC Small Cap Fund Regular Growth
Standard Deviation	16.24%	18.19%
Sharp	1.08%	0.73%
Beta	0.79%	0.90%
Alpha	4.43%	-1.74%

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	10.46	4.62
Large Cap	9.14	2.09
Small Cap	65.34	72.7
Mid Cap	15.07	20.58

Sector Allocation

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	HSBC Small Cap Fund Regular Growth
Others	1.69	3.9
Consumer Cyclical	18.55	16.07
Healthcare	19.18	8.27
Financial Services	24.63	15.29
Real Estate	3.18	3.67
Basic Materials	6.93	10.54
Technology	6.88	9.37
Energy	0.31	0.87
Industrials	17.39	27.42
Consumer Defensive	1.26	4.6

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