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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) | ₹9225 Cr | ₹11324 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹100 | ₹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 | -6.37% | -5.89% |
| 6 Month | -8.76% | -16.75% |
| 1 Year | 1.18% | -10.33% |
| 3 Year | 22.05% | 13.27% |
| 5 Year | 23.38% | 21.43% |
SIP Return Analysis
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 6 Month | -3.59% | -8.23% |
| 1 Year | 3.57% | -12.69% |
| 3 Year | 15.04% | 3.91% |
| 5 Year | 18.84% | 12.21% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| 1 Year | 21.44% | 20.4% |
| 3 Year | 27.4% | 28.09% |
| 5 Year | 29.9% | 29.52% |
Risk Management
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Tata Small Cap Fund Regular Growth |
|---|---|---|
| Standard Deviation | 14.52% | 13.28% |
| Sharp | 1.08% | 0.61% |
| Beta | 0.78% | 0.76% |
| Alpha | 5.22% | -2.01% |
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 | 20.47 | 14.16 |
| Large Cap | 12.97 | - |
| Small Cap | 53.79 | 77.85 |
| Mid Cap | 12.77 | 8 |
Sector Allocation
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Tata Small Cap Fund Regular Growth |
|---|---|---|
| Others | 2.23 | 9.79 |
| Consumer Cyclical | 22.08 | 17.09 |
| Healthcare | 17.66 | 5.97 |
| Financial Services | 25.75 | 6.24 |
| Real Estate | 6.79 | 4.06 |
| Technology | 3.93 | 6.27 |
| Basic Materials | 3.32 | 17.18 |
| Energy | 0.33 | - |
| Industrials | 16.89 | 30.21 |
| Consumer Defensive | 1.01 | 1.87 |
| Utilities | - | 1.32 |
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