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) | ₹6823 Cr | ₹4529 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 | 5.97% | 6.36% |
6 Month | -1.33% | -1.26% |
1 Year | 11.63% | 8.86% |
3 Year | 31.7% | 24.07% |
5 Year | 33.66% | - |
SIP Return Analysis
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 14.74% | 13.45% |
1 Year | 16.81% | 13.24% |
3 Year | 28.52% | 21.74% |
5 Year | 27.73% | - |
Rolling Lumpsum Returns
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 25.13% | 22.14% |
3 Year | 27.76% | 21.69% |
5 Year | 28.72% | - |
Risk Management
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 16.67% | 17.13% |
Sharp | 1.18% | 0.81% |
Beta | 0.79% | 0.82% |
Alpha | 4.38% | -1.95% |
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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 | 8.08 | 4.22 |
Large Cap | 2.77 | - |
Small Cap | 65.82 | 80.51 |
Mid Cap | 23.33 | 15.27 |
Sector Allocation
Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
UTI Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 6.4 | 4.06 |
Consumer Cyclical | 10.82 | 10.66 |
Healthcare | 17.7 | 13.9 |
Financial Services | 20.58 | 11.96 |
Industrials | 23.62 | 23.36 |
Technology | 8.84 | 11.08 |
Basic Materials | 6.95 | 13.07 |
Energy | 0 | - |
Real Estate | 1.99 | 1.48 |
Communication Services | 1.11 | 4.69 |
Consumer Defensive | 2 | 5.74 |
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