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Invesco India Smallcap Fund vs Quant Small Cap Fund compare
Invesco India Smallcap Fund - Regular Plan - Growth
Quant Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Invesco India Smallcap Fund - Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹8999 Cr | ₹25183 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Oct 2018 | 30 Oct 1996 |
| 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 | 1.6 |
| Manager | Aditya Khemani | Sanjeev Sharma |
| ISIN Code | INF205K011T7 | INF966L01AA0 |
| 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 | Quant 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 | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | -2.54% | -2.66% |
| 6 Month | -2.29% | -3.77% |
| 1 Year | -3.58% | -3.23% |
| 3 Year | 24.44% | 20.32% |
| 5 Year | 25.33% | 28.81% |
SIP Return Analysis
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -0.06% | -1.33% |
| 1 Year | 10.96% | 4.69% |
| 3 Year | 18.32% | 11.77% |
| 5 Year | 20.84% | 18.86% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 21.93% | 9.79% |
| 3 Year | 27.46% | 10.56% |
| 5 Year | 30.07% | 10.66% |
Risk Management
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.30% | 18.497% |
| Sharp | 1.05% | 0.792% |
| Beta | 0.78% | 0.929% |
| Alpha | 5.67% | 1.342% |
Fund Managers
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Name | Aditya Khemani | Sanjeev Sharma |
| Total AUM | ₹12070 Cr | ₹39731 Cr |
| Funds Managed | 3 | 22 |
| Invesco India Smallcap Fund - Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 14.7 | 16.88 |
| Large Cap | 11.19 | 20.74 |
| Small Cap | 59.78 | 61.43 |
| Mid Cap | 14.33 | 0.95 |
Sector Allocation
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 2.3 | 7.68 |
| Consumer Cyclical | 20.98 | 12.63 |
| Financial Services | 27.45 | 19.33 |
| Real Estate | 7.05 | 2.48 |
| Healthcare | 17.04 | 13.85 |
| Technology | 4.09 | 2.78 |
| Basic Materials | 3.35 | 7.4 |
| Energy | 0.37 | 17.04 |
| Industrials | 16.19 | 6.74 |
| Consumer Defensive | 1.17 | 4.08 |
| Communication Services | - | 3.03 |
| Utilities | - | 2.95 |
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