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UTI Small Cap Fund vs Invesco India Smallcap Fund compare
Invesco India Smallcap Fund - Regular Plan - Growth
UTI Small Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Invesco India Smallcap Fund - Regular Plan - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹8999 Cr | ₹4833 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Oct 2018 | 22 Dec 2020 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 47% | 12.69% |
| Expense Ratio | 1.78 | 1.9 |
| Manager | Aditya Khemani | Deepesh Agarwal |
| ISIN Code | INF205K011T7 | INF789F1AUO6 |
| 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 | UTI 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 | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -2.82% | -3.3% |
| 6 Month | -3.19% | -5.9% |
| 1 Year | -3.59% | -6.05% |
| 3 Year | 23.94% | 17.09% |
| 5 Year | 25.24% | 19.96% |
SIP Return Analysis
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.06% | -1.89% |
| 1 Year | 10.96% | 4.81% |
| 3 Year | 18.32% | 12.04% |
| 5 Year | 20.84% | 15.29% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 21.93% | 19.9% |
| 3 Year | 27.46% | 21.57% |
| 5 Year | 30.07% | - |
Risk Management
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 16.30% | 17.19% |
| Sharp | 1.05% | 0.65% |
| Beta | 0.78% | 0.83% |
| Alpha | 5.67% | -0.87% |
Fund Managers
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Aditya Khemani | Deepesh Agarwal |
| Total AUM | ₹12070 Cr | ₹35015 Cr |
| Funds Managed | 3 | 9 |
| Invesco India Smallcap Fund - Regular Plan - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 14.7 | 10.83 |
| Large Cap | 11.19 | - |
| Small Cap | 59.78 | 76.99 |
| Mid Cap | 14.33 | 12.18 |
Sector Allocation
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.3 | 5.2 |
| Consumer Cyclical | 20.98 | 9.11 |
| Financial Services | 27.45 | 15.06 |
| Real Estate | 7.05 | 1.23 |
| Healthcare | 17.04 | 11.67 |
| Technology | 4.09 | 13.39 |
| Basic Materials | 3.35 | 11.36 |
| Energy | 0.37 | - |
| Industrials | 16.19 | 24.26 |
| Consumer Defensive | 1.17 | 4.44 |
| Communication Services | - | 4.29 |
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