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Invesco India Smallcap Fund vs Tata Small Cap Fund compare
Invesco India Smallcap Fund - Regular Plan - Growth
Tata Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Invesco India Smallcap Fund - Regular Plan - Growth | Tata Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹8720 Cr | ₹11792 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Oct 2018 | 12 Nov 2018 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 47% | 4.59% |
| Expense Ratio | 1.78 | 1.7 |
| Manager | Aditya Khemani | Chandraprakash Padiyar |
| ISIN Code | INF205K011T7 | INF277K015O2 |
| 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 | Tata Small Cap Fund - Regular Plan - 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 | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | -1.64% | -4.93% |
| 6 Month | -1.4% | -9.76% |
| 1 Year | -6.16% | -16.91% |
| 3 Year | 23.09% | 14.58% |
| 5 Year | 26.63% | 23.7% |
SIP Return Analysis
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 0.32% | -7.96% |
| 1 Year | 11.57% | -8.9% |
| 3 Year | 19.24% | 7% |
| 5 Year | 21.19% | 14.45% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 22.02% | 21.92% |
| 3 Year | 27.52% | 28.24% |
| 5 Year | 30.16% | 29.97% |
Risk Management
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.30% | 16.32% |
| Sharp | 1.05% | 0.59% |
| Beta | 0.78% | 0.77% |
| Alpha | 5.67% | -1.52% |
Fund Managers
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Name | Aditya Khemani | Chandraprakash Padiyar |
| Total AUM | ₹12070 Cr | ₹15627 Cr |
| Funds Managed | 3 | 3 |
| Invesco India Smallcap Fund - Regular Plan - Growth | Tata Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 15.17 | 18.19 |
| Large Cap | 9.96 | - |
| Small Cap | 61.39 | 74.45 |
| Mid Cap | 13.49 | 7.36 |
Sector Allocation
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 2.64 | 12.98 |
| Consumer Cyclical | 18.6 | 17.84 |
| Healthcare | 17.83 | 5.46 |
| Financial Services | 27.01 | 5.66 |
| Real Estate | 7.82 | 4.44 |
| Technology | 4.29 | 6.66 |
| Basic Materials | 3.88 | 18.09 |
| Energy | 0.38 | - |
| Industrials | 16.3 | 25.91 |
| Consumer Defensive | 1.24 | 1.77 |
| Utilities | - | 1.2 |
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