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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 | 6.98% | 6.33% |
| 6 Month | -5.57% | -7.61% |
| 1 Year | 11.99% | 16.64% |
| 3 Year | 30.65% | - |
| 5 Year | 34.2% | - |
SIP Return Analysis
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Motilal Oswal Small Cap Fund - Regular (G) |
|---|---|---|
| 6 Month | 11.53% | 8.65% |
| 1 Year | 11.34% | 9.7% |
| 3 Year | 26.99% | - |
| 5 Year | 26.94% | - |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Motilal Oswal Small Cap Fund - Regular (G) |
|---|---|---|
| 1 Year | 25.13% | 19.04% |
| 3 Year | 27.76% | - |
| 5 Year | 28.72% | - |
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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