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) | ₹5905 Cr | ₹4062 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 | 2.5% | 0.11% |
6 Month | -7.42% | -7.99% |
1 Year | 9% | 11.01% |
3 Year | 22.55% | - |
5 Year | 32.63% | - |
SIP Return Analysis
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
6 Month | -1.56% | -3.23% |
1 Year | -5.82% | -3.89% |
3 Year | 23.08% | - |
5 Year | 25.28% | - |
Rolling Lumpsum Returns
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
1 Year | 26.35% | 37.28% |
3 Year | 28.04% | - |
5 Year | 28.21% | - |
Risk Management
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
Standard Deviation | 16.892% | - |
Sharp | 0.805% | - |
Beta | 0.794% | - |
Alpha | 3.629% | - |
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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 | 8.08 | 9.06 |
Large Cap | 2.77 | 6.88 |
Small Cap | 65.82 | 74.55 |
Mid Cap | 23.33 | 9.51 |
Sector Allocation
Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
Others | 6.4 | 4.92 |
Consumer Cyclical | 10.82 | 25.38 |
Healthcare | 17.7 | 13.21 |
Financial Services | 20.58 | 11.69 |
Industrials | 23.62 | 22.27 |
Technology | 8.84 | 5.32 |
Basic Materials | 6.95 | 10.54 |
Energy | 0 | - |
Real Estate | 1.99 | - |
Communication Services | 1.11 | 2.43 |
Consumer Defensive | 2 | 4.25 |
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