- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹7425 Cr | ₹11164 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 | -3.64% | -2.8% |
| 6 Month | 4.22% | 4.22% |
| 1 Year | 9.04% | 1.75% |
| 3 Year | 26.15% | 23.17% |
| 5 Year | 31.87% | 31.59% |
SIP Return Analysis
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 8.09% | 9.11% |
| 1 Year | 6.64% | 4.67% |
| 3 Year | 23.52% | 18.84% |
| 5 Year | 24.6% | 23.07% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 24.48% | 25.17% |
| 3 Year | 27.92% | 28.72% |
| 5 Year | 30.15% | 31.28% |
Risk Management
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.01% | 15.98% |
| Sharp | 1.17% | 1.09% |
| Beta | 0.79% | 0.77% |
| Alpha | 4.97% | 1.64% |
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 | 8.83 | 9.64 |
| Large Cap | 8.68 | - |
| Small Cap | 62.33 | 82.11 |
| Mid Cap | 20.16 | 8.25 |
Sector Allocation
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 2.63 | 8.38 |
| Consumer Cyclical | 13.81 | 16.97 |
| Healthcare | 19.36 | 9.58 |
| Industrials | 19.14 | 26.07 |
| Financial Services | 29.16 | 6.63 |
| Basic Materials | 6.34 | 19.81 |
| Technology | 4.27 | 5.13 |
| Real Estate | 2.5 | 3.45 |
| Communication Services | 1.31 | - |
| Consumer Defensive | 1.49 | 3.13 |
| Utilities | - | 0.87 |
Top Comparisons
DSP Savings Fund - Regular Plan - Growth
3Y Returns7.17%
UTI MMF - Regular Plan - Growth Option
3Y Returns7.55%
INVESCO INDIA LARGE & MID CAP FUND - Growth
3Y Returns25.07%
Tata Large & Mid Cap Fund- Regular Plan - Growth Option
3Y Returns15.27%
DSP Small Cap Fund - Regular - Growth
3Y Returns20.63%
HSBC Small Cap Fund Regular Growth
3Y Returns20.94%
DSP Large Cap Fund - Regular Plan - Growth
3Y Returns17.52%
UTI - Master Share-Growth Option
3Y Returns12.04%
