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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) | ₹7718 Cr | ₹5268 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 | 2.22% | 3.95% |
| 6 Month | 24.14% | 19.44% |
| 1 Year | -1.51% | 2.77% |
| 3 Year | 25.34% | - |
| 5 Year | 29.01% | - |
SIP Return Analysis
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Motilal Oswal Small Cap Fund - Regular (G) |
|---|---|---|
| 6 Month | 4.39% | 3.92% |
| 1 Year | 12.34% | 8.18% |
| 3 Year | 23.58% | - |
| 5 Year | 24.22% | - |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Motilal Oswal Small Cap Fund - Regular (G) |
|---|---|---|
| 1 Year | 24.48% | 17.68% |
| 3 Year | 27.92% | - |
| 5 Year | 30.15% | - |
Risk Management
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Motilal Oswal Small Cap Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 16.15% | - |
| Sharp | 1.02% | - |
| Beta | 0.78% | - |
| Alpha | 4.19% | - |
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 | 8.64 | 14.13 |
| Large Cap | 7.78 | 3.19 |
| Small Cap | 67.29 | 69.61 |
| Mid Cap | 16.29 | 13.07 |
Sector Allocation
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Motilal Oswal Small Cap Fund - Regular (G) |
|---|---|---|
| Others | 2.45 | 7.04 |
| Consumer Cyclical | 14.83 | 19.35 |
| Healthcare | 21.23 | 12.52 |
| Financial Services | 26.86 | 14.02 |
| Basic Materials | 7.46 | 11 |
| Technology | 5.24 | 4.82 |
| Industrials | 17.65 | 21.4 |
| Real Estate | 2.67 | - |
| Communication Services | 0 | 1.99 |
| Consumer Defensive | 1.61 | 4.55 |
| Energy | - | 0.99 |
| Utilities | - | 2.33 |
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