- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
MF Portfolio OverlapCheck Common Stocks Before You Invest
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Motilal Oswal Small Cap Fund vs Invesco India Smallcap Fund compare
Invesco India Smallcap Fund - Regular Plan - Growth
Motilal Oswal Small Cap Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Motilal Oswal Small Cap Fund - Regular (G) |
|---|---|---|
| Fund | Invesco India Smallcap Fund - Regular Plan - Growth | Motilal Oswal Small Cap Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹9225 Cr | ₹5837 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 30 Oct 2018 | 26 Dec 2023 |
| 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 | 1.84 |
| Manager | Aditya Khemani | Rakesh Shetty |
| ISIN Code | INF205K011T7 | INF247L01BV9 |
| 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 | Motilal Oswal 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 | Motilal Oswal Small Cap Fund - Regular (G) |
|---|---|---|
| 1 Month | -1.97% | -3.22% |
| 6 Month | -5.58% | -6.31% |
| 1 Year | 0.84% | -4.88% |
| 3 Year | 23.15% | - |
| 5 Year | 24.13% | - |
SIP Return Analysis
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Motilal Oswal Small Cap Fund - Regular (G) |
|---|---|---|
| 6 Month | -3.59% | -5.58% |
| 1 Year | 3.57% | -2% |
| 3 Year | 15.04% | - |
| 5 Year | 18.84% | - |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Motilal Oswal Small Cap Fund - Regular (G) |
|---|---|---|
| 1 Year | 21.44% | 11.81% |
| 3 Year | 27.4% | - |
| 5 Year | 29.9% | - |
Risk Management
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Motilal Oswal Small Cap Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 14.52% | - |
| Sharp | 1.08% | - |
| Beta | 0.78% | - |
| Alpha | 5.22% | - |
Fund Managers
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Motilal Oswal Small Cap Fund - Regular (G) |
|---|---|---|
| Name | Aditya Khemani | Rakesh Shetty |
| Total AUM | ₹12070 Cr | ₹33886 Cr |
| Funds Managed | 3 | 19 |
| Invesco India Smallcap Fund - Regular Plan - Growth | Motilal Oswal Small Cap Fund - Regular (G) |
Market Cap
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Motilal Oswal Small Cap Fund - Regular (G) |
|---|---|---|
| Others | 20.47 | 18.68 |
| Large Cap | 12.97 | 1.38 |
| Small Cap | 53.79 | 71.54 |
| Mid Cap | 12.77 | 8.41 |
Sector Allocation
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Motilal Oswal Small Cap Fund - Regular (G) |
|---|---|---|
| Others | 2.23 | 6.08 |
| Consumer Cyclical | 22.08 | 24.6 |
| Healthcare | 17.66 | 11.42 |
| Financial Services | 25.75 | 18.26 |
| Real Estate | 6.79 | 2.35 |
| Technology | 3.93 | 8.55 |
| Basic Materials | 3.32 | 8.64 |
| Energy | 0.33 | 1.74 |
| Industrials | 16.89 | 14.29 |
| Consumer Defensive | 1.01 | 4.08 |
| Utilities | - | 0 |
Top Comparisons
Nippon India Low Duration Fund- Growth Plan - Growth Option
3Y Returns7.02%
LIC MF LOW DURATION FUND-Growth
3Y Returns6.76%
Kotak Small Cap Fund Regular Growth
3Y Returns14.19%
Tata Small Cap Fund Regular Growth
3Y Returns14.19%
DSP Aggressive Hybrid Fund- Regular Plan - Growth
3Y Returns16.08%
HSBC Aggressive Hybrid Fund - Regular Growth
3Y Returns15.36%
Kotak Flexicap Fund - Growth
3Y Returns16.67%
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
3Y Returns19.48%
