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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) | ₹7580 Cr | ₹4780 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 | -2.29% | -2.64% |
| 6 Month | 17.04% | 14.55% |
| 1 Year | 3.76% | -0.66% |
| 3 Year | 26.73% | 19.9% |
| 5 Year | 30.47% | - |
SIP Return Analysis
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 5.53% | 4.55% |
| 1 Year | 10.11% | 6.67% |
| 3 Year | 24.93% | 18.16% |
| 5 Year | 25.43% | - |
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 | 16.01% | 16.76% |
| Sharp | 1.17% | 0.81% |
| Beta | 0.78% | 0.83% |
| Alpha | 3.94% | -2.15% |
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 | 8.64 | 9.26 |
| Large Cap | 7.78 | - |
| Small Cap | 67.29 | 78.93 |
| Mid Cap | 16.29 | 11.81 |
Sector Allocation
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 2.45 | 5.32 |
| Consumer Cyclical | 14.83 | 10.12 |
| Healthcare | 21.23 | 12.16 |
| Financial Services | 26.86 | 15.22 |
| Basic Materials | 7.46 | 12.4 |
| Technology | 5.24 | 11.24 |
| Industrials | 17.65 | 23.12 |
| Real Estate | 2.67 | 1.26 |
| Communication Services | 0 | 4.88 |
| Consumer Defensive | 1.61 | 4.28 |
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