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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) | ₹7718 Cr | ₹604 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| 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 | 3.09% | 7.92% |
| 6 Month | 24.46% | 19.59% |
| 1 Year | -0.26% | -7.54% |
| 3 Year | 25.67% | 17.97% |
| 5 Year | 29.38% | 27.44% |
SIP Return Analysis
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | 4.39% | 5.1% |
| 1 Year | 12.34% | 5.49% |
| 3 Year | 23.58% | 17.19% |
| 5 Year | 24.22% | 20.19% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Year | 24.48% | 12.25% |
| 3 Year | 27.92% | 23.93% |
| 5 Year | 30.15% | 21.05% |
Risk Management
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 16.15% | 18.31% |
| Sharp | 1.02% | 0.56% |
| Beta | 0.78% | 0.90% |
| Alpha | 4.19% | -3.83% |
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 | 9.79 | 8.75 |
| Large Cap | 8.27 | 4.69 |
| Small Cap | 66.32 | 77.08 |
| Mid Cap | 15.62 | 9.48 |
Sector Allocation
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 2.17 | 7.72 |
| Consumer Cyclical | 15.45 | 12.58 |
| Healthcare | 20.68 | 5.53 |
| Financial Services | 24.94 | 6.62 |
| Real Estate | 3.33 | 0 |
| Basic Materials | 7.53 | 13.71 |
| Technology | 5.15 | 6.3 |
| Industrials | 19.31 | 32.4 |
| Consumer Defensive | 1.45 | 7.42 |
| Communication Services | - | 1.75 |
| Utilities | - | 5.99 |
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