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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) | ₹7718 Cr | ₹4681 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 | 3.09% | 3.6% |
| 6 Month | 24.46% | 20.78% |
| 1 Year | -0.26% | -1.8% |
| 3 Year | 25.67% | 18.53% |
| 5 Year | 29.38% | - |
SIP Return Analysis
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 4.39% | 4.57% |
| 1 Year | 12.34% | 10.51% |
| 3 Year | 23.58% | 17.85% |
| 5 Year | 24.22% | - |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 24.48% | 20.97% |
| 3 Year | 27.92% | 22.04% |
| 5 Year | 30.15% | - |
Risk Management
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 16.15% | 16.92% |
| Sharp | 1.02% | 0.68% |
| Beta | 0.78% | 0.84% |
| Alpha | 4.19% | -1.55% |
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 | 9.79 | 9.9 |
| Large Cap | 8.27 | - |
| Small Cap | 66.32 | 77.85 |
| Mid Cap | 15.62 | 12.25 |
Sector Allocation
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.17 | 5.65 |
| Consumer Cyclical | 15.45 | 10.15 |
| Healthcare | 20.68 | 11.85 |
| Financial Services | 24.94 | 15.01 |
| Real Estate | 3.33 | 1.31 |
| Basic Materials | 7.53 | 12.3 |
| Technology | 5.15 | 11.65 |
| Industrials | 19.31 | 23.05 |
| Consumer Defensive | 1.45 | 4.13 |
| Communication Services | - | 4.9 |
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