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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) | ₹8055 Cr | ₹11637 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 | 5.79% | 0.01% |
| 6 Month | 14.95% | 9.94% |
| 1 Year | 6.42% | -7.47% |
| 3 Year | 26% | 20.04% |
| 5 Year | 31.24% | 29.27% |
SIP Return Analysis
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 3.17% | -1.98% |
| 1 Year | 16.29% | 2.23% |
| 3 Year | 23.53% | 13.87% |
| 5 Year | 24.02% | 19.21% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 23.59% | 23.4% |
| 3 Year | 27.76% | 28.5% |
| 5 Year | 30.23% | 30.65% |
Risk Management
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 16.15% | 16.04% |
| Sharp | 1.02% | 0.82% |
| Beta | 0.79% | 0.78% |
| Alpha | 3.63% | 0.42% |
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 | 10.46 | 17.27 |
| Large Cap | 9.14 | - |
| Small Cap | 65.34 | 76.22 |
| Mid Cap | 15.07 | 6.51 |
Sector Allocation
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 1.69 | 11.94 |
| Consumer Cyclical | 18.55 | 17.32 |
| Healthcare | 19.18 | 7.47 |
| Financial Services | 24.63 | 4.77 |
| Real Estate | 3.18 | 4.7 |
| Basic Materials | 6.93 | 19.12 |
| Technology | 6.88 | 6.74 |
| Energy | 0.31 | - |
| Industrials | 17.39 | 24.95 |
| Consumer Defensive | 1.26 | 1.79 |
| Utilities | - | 1.19 |
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