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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 | Average |
| Asset Size (Cr) | ₹8999 Cr | ₹11410 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 | -3.55% | -5.28% |
| 6 Month | -0.24% | -8.58% |
| 1 Year | -6.6% | -16.17% |
| 3 Year | 23.3% | 14.46% |
| 5 Year | 25.77% | 23.52% |
SIP Return Analysis
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -0.98% | -7.64% |
| 1 Year | 11% | -7.56% |
| 3 Year | 18.89% | 7.43% |
| 5 Year | 20.91% | 14.5% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 22.02% | 21.92% |
| 3 Year | 27.52% | 28.24% |
| 5 Year | 30.16% | 29.97% |
Risk Management
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.30% | 16.32% |
| Sharp | 1.05% | 0.59% |
| Beta | 0.78% | 0.77% |
| Alpha | 5.67% | -1.52% |
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 | 14.7 | 14.24 |
| Large Cap | 11.19 | - |
| Small Cap | 59.78 | 78.23 |
| Mid Cap | 14.33 | 7.53 |
Sector Allocation
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 2.3 | 9.49 |
| Consumer Cyclical | 20.98 | 18.1 |
| Financial Services | 27.45 | 6.02 |
| Real Estate | 7.05 | 4.12 |
| Healthcare | 17.04 | 5.62 |
| Technology | 4.09 | 6.53 |
| Basic Materials | 3.35 | 17.36 |
| Energy | 0.37 | - |
| Industrials | 16.19 | 29.57 |
| Consumer Defensive | 1.17 | 1.96 |
| Utilities | - | 1.24 |
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