Motilal Oswal Small Cap Fund vs Invesco India Smallcap Fund compare

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Invesco India Smallcap Fund - Regular Plan - Growth

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Motilal Oswal Small Cap Fund - Regular (G)

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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	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)	₹8055 Cr	₹5452 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

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Motilal Oswal Small Cap Fund - Regular (G)
1 Month	0.12%	0.54%
6 Month	14.08%	13.31%
1 Year	-0.12%	1.35%
3 Year	25.74%	-
5 Year	30.93%	-

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Motilal Oswal Small Cap Fund - Regular (G)
6 Month	2.32%	2.74%
1 Year	14.41%	12.36%
3 Year	22.84%	-
5 Year	23.74%	-

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Motilal Oswal Small Cap Fund - Regular (G)
1 Year	23.59%	15.71%
3 Year	27.76%	-
5 Year	30.23%	-

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Motilal Oswal Small Cap Fund - Regular (G)
Standard Deviation	16.15%	-
Sharp	1.02%	-
Beta	0.79%	-
Alpha	3.63%	-

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)

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Motilal Oswal Small Cap Fund - Regular (G)
Others	10.46	16.34
Large Cap	9.14	1.31
Small Cap	65.34	67.72
Mid Cap	15.07	14.63

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Motilal Oswal Small Cap Fund - Regular (G)
Others	1.69	7.74
Consumer Cyclical	18.55	23.22
Healthcare	19.18	12.67
Financial Services	24.63	14.44
Real Estate	3.18	-
Basic Materials	6.93	10.72
Technology	6.88	7.23
Energy	0.31	1.57
Industrials	17.39	16.64
Consumer Defensive	1.26	3.49
Communication Services	-	0
Utilities	-	2.29