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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 | Very High |
| Asset Size (Cr) | ₹7718 Cr | ₹11416 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 | 3.09% | 3.65% |
| 6 Month | 24.46% | 17.9% |
| 1 Year | -0.26% | -7.03% |
| 3 Year | 25.67% | 20.78% |
| 5 Year | 29.38% | 29.05% |
SIP Return Analysis
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 4.39% | 3.41% |
| 1 Year | 12.34% | 5.72% |
| 3 Year | 23.58% | 17.07% |
| 5 Year | 24.22% | 21.35% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 24.48% | 25.17% |
| 3 Year | 27.92% | 28.72% |
| 5 Year | 30.15% | 31.28% |
Risk Management
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.15% | 16.01% |
| Sharp | 1.02% | 0.86% |
| Beta | 0.78% | 0.77% |
| Alpha | 4.19% | 1.63% |
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 | 9.79 | 15.25 |
| Large Cap | 8.27 | - |
| Small Cap | 66.32 | 78.14 |
| Mid Cap | 15.62 | 6.61 |
Sector Allocation
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 2.17 | 12.45 |
| Consumer Cyclical | 15.45 | 18.03 |
| Healthcare | 20.68 | 8.98 |
| Financial Services | 24.94 | 4.73 |
| Real Estate | 3.33 | 4.17 |
| Basic Materials | 7.53 | 19.39 |
| Technology | 5.15 | 4.08 |
| Industrials | 19.31 | 24.88 |
| Consumer Defensive | 1.45 | 2.24 |
| Utilities | - | 1.05 |
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