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Tata Small Cap Fund vs Invesco India Smallcap Fund compare
Invesco India Smallcap Fund - Regular Plan - Growth
Tata Small Cap Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Fund | Invesco India Smallcap Fund - Regular Plan - Growth | Tata Small Cap Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5905 Cr | ₹8883 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Oct 2018 | 12 Nov 2018 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 47% | 4.59% |
| Expense Ratio | 1.78 | 1.7 |
| Manager | Aditya Khemani | Chandraprakash Padiyar |
| ISIN Code | INF205K011T7 | INF277K015O2 |
| 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 | Tata 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 | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Month | 6.98% | 6.96% |
| 6 Month | -5.57% | -7.87% |
| 1 Year | 11.99% | 5.05% |
| 3 Year | 30.65% | 26.95% |
| 5 Year | 34.2% | 34.5% |
SIP Return Analysis
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 11.53% | 9.63% |
| 1 Year | 11.34% | 3.38% |
| 3 Year | 26.99% | 20.71% |
| 5 Year | 26.94% | 24.62% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 25.13% | 26.47% |
| 3 Year | 27.76% | 29.12% |
| 5 Year | 28.72% | 29.64% |
Risk Management
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.892% | 15.861% |
| Sharp | 0.805% | 0.793% |
| Beta | 0.794% | 0.736% |
| Alpha | 3.629% | 3.356% |
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Fund Managers
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Name | Aditya Khemani | Chandraprakash Padiyar |
| Total AUM | ₹12070 Cr | ₹15627 Cr |
| Funds Managed | 3 | 3 |
| Invesco India Smallcap Fund - Regular Plan - Growth | Tata Small Cap Fund Regular Growth |
Market Cap
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 8.08 | 7.03 |
| Large Cap | 2.77 | - |
| Small Cap | 65.82 | 84.22 |
| Mid Cap | 23.33 | 8.75 |
Sector Allocation
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 6.4 | 8.25 |
| Consumer Cyclical | 10.82 | 15.97 |
| Healthcare | 17.7 | 10.59 |
| Financial Services | 20.58 | 8.32 |
| Industrials | 23.62 | 24.35 |
| Technology | 8.84 | 5.85 |
| Basic Materials | 6.95 | 18.16 |
| Energy | 0 | - |
| Real Estate | 1.99 | 3.86 |
| Communication Services | 1.11 | - |
| Consumer Defensive | 2 | 3.84 |
| Utilities | - | 0.82 |
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