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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) | ₹7580 Cr | ₹618 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 | -2.65% | -5.71% |
| 6 Month | 11.76% | 3.16% |
| 1 Year | 5.22% | -8.63% |
| 3 Year | 25.87% | 17.24% |
| 5 Year | 31.47% | 28.33% |
SIP Return Analysis
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | 7.65% | 3.97% |
| 1 Year | 5.66% | -7.65% |
| 3 Year | 22.73% | 14.02% |
| 5 Year | 24.1% | 18.92% |
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 | 16.01% | 18.55% |
| Sharp | 1.17% | 0.78% |
| Beta | 0.78% | 0.91% |
| Alpha | 3.94% | -2.82% |
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 | 8.83 | 8.77 |
| Large Cap | 8.68 | 3.82 |
| Small Cap | 62.33 | 77.84 |
| Mid Cap | 20.16 | 9.57 |
Sector Allocation
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 2.63 | 8.77 |
| Consumer Cyclical | 13.81 | 14.94 |
| Healthcare | 19.36 | 4.1 |
| Industrials | 19.14 | 31.47 |
| Financial Services | 29.16 | 6.74 |
| Basic Materials | 6.34 | 11.99 |
| Technology | 4.27 | 6.07 |
| Real Estate | 2.5 | 0.07 |
| Communication Services | 1.31 | 1.54 |
| Consumer Defensive | 1.49 | 7.79 |
| Utilities | - | 6.52 |
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