Invesco India Smallcap Fund vs Tata Small Cap Fund compare

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Invesco India Smallcap Fund - Regular Plan - Growth

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Tata Small Cap Fund Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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	Very High
Asset Size (Cr)	₹6823 Cr	₹10529 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

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Tata Small Cap Fund Regular Growth
1 Month	4.34%	3.97%
6 Month	-2.07%	-3.74%
1 Year	8.96%	1.89%
3 Year	31.53%	27.52%
5 Year	33.54%	33.68%

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Tata Small Cap Fund Regular Growth
6 Month	14.74%	11.65%
1 Year	16.81%	6.11%
3 Year	28.52%	21.17%
5 Year	27.73%	24.82%

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Tata Small Cap Fund Regular Growth
1 Year	25.13%	26.47%
3 Year	27.76%	29.12%
5 Year	28.72%	29.64%

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Tata Small Cap Fund Regular Growth
Standard Deviation	16.67%	16.37%
Sharp	1.18%	1.05%
Beta	0.79%	0.76%
Alpha	4.38%	2.45%

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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

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Tata Small Cap Fund Regular Growth
Others	6.59	10.04
Large Cap	9.73	-
Small Cap	63.76	82.33
Mid Cap	19.91	7.63

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Tata Small Cap Fund Regular Growth
Others	1.87	9.96
Consumer Cyclical	15.27	16.26
Healthcare	16.73	9.5
Industrials	20.38	24.46
Financial Services	28.95	8.31
Technology	4.62	4.34
Basic Materials	6.43	19.19
Real Estate	2.68	3.44
Communication Services	1.33	-
Consumer Defensive	1.73	3.58
Utilities	-	0.96