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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 | -2.24% | -5.36% |
| 6 Month | 1.94% | -2.73% |
| 1 Year | -3.45% | -15.3% |
| 3 Year | 23.27% | 14.64% |
| 5 Year | 27.02% | 23.41% |
SIP Return Analysis
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | 0.32% | -4.16% |
| 1 Year | 11.57% | -3.32% |
| 3 Year | 19.24% | 9.51% |
| 5 Year | 21.19% | 14.63% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Year | 22.02% | 10.25% |
| 3 Year | 27.52% | 23.45% |
| 5 Year | 30.16% | 22.65% |
Risk Management
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 16.30% | 18.47% |
| Sharp | 1.05% | 0.56% |
| Beta | 0.78% | 0.88% |
| Alpha | 5.67% | -2.38% |
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 | 6.13 |
| Large Cap | 9.96 | 4.76 |
| Small Cap | 61.39 | 83.09 |
| Mid Cap | 13.49 | 6.02 |
Sector Allocation
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 2.64 | 2.32 |
| Consumer Cyclical | 18.6 | 14.95 |
| Healthcare | 17.83 | 7.67 |
| Financial Services | 27.01 | 7.47 |
| Real Estate | 7.82 | 0.53 |
| Technology | 4.29 | 6.47 |
| Basic Materials | 3.88 | 14.5 |
| Energy | 0.38 | - |
| Industrials | 16.3 | 31.13 |
| Consumer Defensive | 1.24 | 8.52 |
| Communication Services | - | 1.06 |
| Utilities | - | 5.39 |
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