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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) | ₹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 | 3.95% | 2.07% |
| 6 Month | 13.78% | 10.57% |
| 1 Year | 4.11% | -6.81% |
| 3 Year | 25.2% | 19.66% |
| 5 Year | 30.95% | 29.88% |
SIP Return Analysis
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | HSBC Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -0.32% | -1.53% |
| 1 Year | 7.74% | 2.16% |
| 3 Year | 19.49% | 11.77% |
| 5 Year | 21.57% | 17.93% |
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 | 16.15% | 18.17% |
| Sharp | 1.02% | 0.69% |
| Beta | 0.79% | 0.91% |
| Alpha | 3.63% | -2.37% |
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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