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Quant Small Cap Fund vs Invesco India Smallcap Fund compare
Invesco India Smallcap Fund - Regular Plan - Growth
Quant Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Invesco India Smallcap Fund - Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹8055 Cr | ₹25183 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Oct 2018 | 30 Oct 1996 |
| Category | ELSS | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 47% | % |
| Expense Ratio | 1.78 | 1.6 |
| Manager | Aditya Khemani | Sanjeev Sharma |
| ISIN Code | INF205K011T7 | INF966L01AA0 |
| 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 | Quant Small Cap Fund - 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 | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 3.95% | 2.69% |
| 6 Month | 13.78% | 10.29% |
| 1 Year | 4.11% | -3.46% |
| 3 Year | 25.2% | 24.07% |
| 5 Year | 30.95% | 33.66% |
SIP Return Analysis
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -0.49% | 0.45% |
| 1 Year | 7.56% | 7.62% |
| 3 Year | 19.57% | 14.96% |
| 5 Year | 21.54% | 21.27% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 23.59% | 10.2% |
| 3 Year | 27.76% | 10.46% |
| 5 Year | 30.23% | 10.35% |
Risk Management
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.24% | 18.497% |
| Sharp | 1.08% | 0.792% |
| Beta | 0.79% | 0.929% |
| Alpha | 4.43% | 1.342% |
Fund Managers
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
|---|---|---|
| Name | Aditya Khemani | Sanjeev Sharma |
| Total AUM | ₹12070 Cr | ₹39731 Cr |
| Funds Managed | 3 | 22 |
| Invesco India Smallcap Fund - Regular Plan - Growth | Quant Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 10.46 | 16.55 |
| Large Cap | 9.14 | 19.83 |
| Small Cap | 65.34 | 63.1 |
| Mid Cap | 15.07 | 0.52 |
Sector Allocation
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Quant Small Cap Fund Regular Growth |
|---|---|---|
| Others | 1.69 | 9.04 |
| Consumer Cyclical | 18.55 | 12.69 |
| Healthcare | 19.18 | 14.71 |
| Financial Services | 24.63 | 17.06 |
| Real Estate | 3.18 | 2.61 |
| Basic Materials | 6.93 | 8.01 |
| Technology | 6.88 | 2.46 |
| Energy | 0.31 | 16.38 |
| Industrials | 17.39 | 6.74 |
| Consumer Defensive | 1.26 | 4.41 |
| Communication Services | - | 2.91 |
| Utilities | - | 2.98 |
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