LIC MF Small Cap Fund Regular vs Invesco India Smallcap Fund compare
Invesco India Smallcap Fund - Regular Plan - Growth
LIC MF Small Cap Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | LIC MF Small Cap Fund Regular - Growth |
---|---|---|
Fund | Invesco India Smallcap Fund - Regular Plan - Growth | LIC MF Small Cap Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5905 Cr | ₹491 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 30 Oct 2018 | 21 Jun 2017 |
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 | 2.42 |
Manager | Aditya Khemani | Yogesh Patil |
ISIN Code | INF205K011T7 | INF397L01JW3 |
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 | LIC MF 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 | LIC MF Small Cap Fund Regular - Growth |
---|---|---|
1 Month | 6.23% | 2.48% |
6 Month | -5.02% | -11.68% |
1 Year | 13.93% | 7.36% |
3 Year | 27.8% | 21.78% |
5 Year | 34.63% | 32.72% |
SIP Return Analysis
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | LIC MF Small Cap Fund Regular - Growth |
---|---|---|
6 Month | -4.44% | -9% |
1 Year | -12.01% | -24.44% |
3 Year | 19.71% | 12.02% |
5 Year | 23.2% | 19.24% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | LIC MF Small Cap Fund Regular - Growth |
---|---|---|
1 Year | 26.35% | 14.61% |
3 Year | 28.04% | 24.75% |
5 Year | 28.21% | 19.19% |
Risk Management
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | LIC MF Small Cap Fund Regular - Growth |
---|---|---|
Standard Deviation | 16.892% | 16.47% |
Sharp | 0.805% | 0.817% |
Beta | 0.794% | 0.823% |
Alpha | 3.629% | 1.666% |
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Fund Managers
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | LIC MF Small Cap Fund Regular - Growth |
---|---|---|
Name | Aditya Khemani | Yogesh Patil |
Total AUM | ₹12070 Cr | ₹5898 Cr |
Funds Managed | 3 | 7 |
Invesco India Smallcap Fund - Regular Plan - Growth | LIC MF Small Cap Fund Regular - Growth |
Market Cap
Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
LIC MF Small Cap Fund Regular - Growth |
---|---|---|
Others | 8.08 | 5.06 |
Large Cap | 2.77 | 2.81 |
Small Cap | 65.82 | 81.56 |
Mid Cap | 23.33 | 10.58 |
Sector Allocation
Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
LIC MF Small Cap Fund Regular - Growth |
---|---|---|
Others | 6.4 | 5.06 |
Consumer Cyclical | 10.82 | 16.45 |
Healthcare | 17.7 | 4.12 |
Financial Services | 20.58 | 6.05 |
Industrials | 23.62 | 32.99 |
Technology | 8.84 | 2.63 |
Basic Materials | 6.95 | 13.18 |
Energy | 0 | - |
Real Estate | 1.99 | 0.83 |
Communication Services | 1.11 | 2.92 |
Consumer Defensive | 2 | 7.73 |
Utilities | - | 8.02 |
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