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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) | ₹7580 Cr | ₹11576 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 | -2.29% | -3.85% |
| 6 Month | 17.04% | 12.97% |
| 1 Year | 3.76% | -4.77% |
| 3 Year | 26.73% | 22.97% |
| 5 Year | 30.47% | 29.76% |
SIP Return Analysis
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | 5.53% | 3.06% |
| 1 Year | 10.11% | 1.95% |
| 3 Year | 24.93% | 17.74% |
| 5 Year | 25.43% | 22.41% |
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 | 0.78% | 0.77% |
| Alpha | 3.94% | 2.78% |
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 | 8.64 | 12.11 |
| Large Cap | 7.78 | - |
| Small Cap | 67.29 | 81.63 |
| Mid Cap | 16.29 | 6.26 |
Sector Allocation
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 2.45 | 9.62 |
| Consumer Cyclical | 14.83 | 18.21 |
| Healthcare | 21.23 | 9.72 |
| Financial Services | 26.86 | 4.82 |
| Basic Materials | 7.46 | 19.78 |
| Technology | 5.24 | 4.63 |
| Industrials | 17.65 | 25.55 |
| Real Estate | 2.67 | 4.11 |
| Communication Services | 0 | - |
| Consumer Defensive | 1.61 | 2.62 |
| Utilities | - | 0.92 |
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