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UTI Small Cap Fund vs Invesco India Smallcap Fund compare

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tortoise-icon Invesco India Smallcap Fund - Regular Plan - Growth

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tortoise-icon UTI Small Cap Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹5905 Cr ₹4351 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 6.98% 8.04%
6 Month -5.57% -4.6%
1 Year 11.99% 10.2%
3 Year 30.65% 24.18%
5 Year 34.2% -

SIP Return Analysis

Scheme Name Invesco India Smallcap Fund - Regular Plan - Growth UTI Small Cap Fund - Regular Plan - Growth Option
6 Month 11.53% 11.43%
1 Year 11.34% 10.18%
3 Year 26.99% 20.81%
5 Year 26.94% -

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 16.892% 15.798%
Sharp 0.805% 0.643%
Beta 0.794% 0.797%
Alpha 3.629% -1.253%

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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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