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Invesco India Smallcap Fund vs LIC MF Small Cap Fund Regular compare
Invesco India Smallcap Fund - Regular Plan - Growth
LIC MF Small Cap Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Fund | Invesco India Smallcap Fund - Regular Plan - Growth | LIC MF Small Cap Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹8720 Cr | ₹647 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹200 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 30 Oct 2018 | 21 Jun 2017 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 47% | % |
| Expense Ratio | 1.78 | 2.42 |
| Manager | Aditya Khemani | Yogesh Patil |
| ISIN Code | INF205K011T7 | INF397L01JW3 |
| 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 | LIC MF 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 | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Month | -1.47% | -2.01% |
| 6 Month | 6.89% | 1.63% |
| 1 Year | 5.1% | -5.98% |
| 3 Year | 24.93% | 17.05% |
| 5 Year | 28.68% | 25.19% |
SIP Return Analysis
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | -0.54% | -2.56% |
| 1 Year | 9.88% | -1.83% |
| 3 Year | 20.6% | 12.02% |
| 5 Year | 22.32% | 16.67% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Year | 22.47% | 10.53% |
| 3 Year | 27.6% | 23.55% |
| 5 Year | 30.35% | 22.33% |
Risk Management
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 16.24% | 18.26% |
| Sharp | 1.08% | 0.64% |
| Beta | 0.79% | 0.88% |
| Alpha | 4.43% | -2.83% |
Fund Managers
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Name | Aditya Khemani | Yogesh Patil |
| Total AUM | ₹12070 Cr | ₹5898 Cr |
| Funds Managed | 3 | 7 |
| Invesco India Smallcap Fund - Regular Plan - Growth | LIC MF Small Cap Fund Regular - Growth |
Market Cap
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 15.17 | 7.13 |
| Large Cap | 9.96 | 4.3 |
| Small Cap | 61.39 | 82.03 |
| Mid Cap | 13.49 | 6.54 |
Sector Allocation
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 2.64 | 3.11 |
| Consumer Cyclical | 18.6 | 14.55 |
| Healthcare | 17.83 | 7.15 |
| Financial Services | 27.01 | 7.05 |
| Real Estate | 5.57 | 0.02 |
| Basic Materials | 6.13 | 14.97 |
| Technology | 4.29 | 7.49 |
| Energy | 0.38 | - |
| Industrials | 16.3 | 30.11 |
| Consumer Defensive | 1.24 | 8.55 |
| Communication Services | - | 0.9 |
| Utilities | - | 6.09 |
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