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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) | ₹7718 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 | 3.09% | 3.91% |
| 6 Month | 24.46% | 17.67% |
| 1 Year | -0.26% | -8.4% |
| 3 Year | 25.67% | 23.98% |
| 5 Year | 29.38% | 33.65% |
SIP Return Analysis
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 4.39% | 2.89% |
| 1 Year | 12.34% | 5.97% |
| 3 Year | 23.58% | 17.33% |
| 5 Year | 24.22% | 23.26% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 24.48% | 10.28% |
| 3 Year | 27.92% | 10.43% |
| 5 Year | 30.15% | 10.27% |
Risk Management
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.15% | 18.497% |
| Sharp | 1.02% | 0.792% |
| Beta | 0.78% | 0.929% |
| Alpha | 4.19% | 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 | 9.79 | 10.25 |
| Large Cap | 8.27 | 22.52 |
| Small Cap | 66.32 | 66.74 |
| Mid Cap | 15.62 | 0.49 |
Sector Allocation
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 2.17 | 6.47 |
| Consumer Cyclical | 15.45 | 12.49 |
| Healthcare | 20.68 | 15.38 |
| Financial Services | 24.94 | 19.17 |
| Real Estate | 3.33 | 2.84 |
| Basic Materials | 7.53 | 8.55 |
| Technology | 5.15 | 2.27 |
| Industrials | 19.31 | 6.72 |
| Consumer Defensive | 1.45 | 4.8 |
| Energy | - | 15.94 |
| Utilities | - | 2.36 |
| Communication Services | - | 3.01 |
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