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Baroda BNP Paribas Small Cap Fund vs Invesco India Smallcap Fund compare
Invesco India Smallcap Fund - Regular Plan - Growth
Baroda BNP Paribas Small Cap Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Baroda BNP Paribas Small Cap Fund - Regular (G) |
|---|---|---|
| Fund | Invesco India Smallcap Fund - Regular Plan - Growth | Baroda BNP Paribas Small Cap Fund - Regular (G) |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5905 Cr | ₹1255 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Oct 2018 | 27 Oct 2023 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 47% | % |
| Expense Ratio | 1.78 | 2.19 |
| Manager | Aditya Khemani | Miten Vora |
| ISIN Code | INF205K011T7 | INF251K01SO2 |
| 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 | Baroda BNP Paribas 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 | Baroda BNP Paribas Small Cap Fund - Regular (G) |
|---|---|---|
| 1 Month | 3.39% | 2.11% |
| 6 Month | -9.57% | -13.55% |
| 1 Year | 14.66% | 2.17% |
| 3 Year | 22.02% | - |
| 5 Year | 33.96% | - |
SIP Return Analysis
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Baroda BNP Paribas Small Cap Fund - Regular (G) |
|---|---|---|
| 6 Month | -3.57% | -4.29% |
| 1 Year | -7.39% | -15.83% |
| 3 Year | 22.86% | - |
| 5 Year | 25.41% | - |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Baroda BNP Paribas Small Cap Fund - Regular (G) |
|---|---|---|
| 1 Year | 26.35% | 25.27% |
| 3 Year | 28.04% | - |
| 5 Year | 28.21% | - |
Risk Management
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Baroda BNP Paribas Small Cap Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 16.892% | - |
| Sharp | 0.805% | - |
| Beta | 0.794% | - |
| Alpha | 3.629% | - |
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Fund Managers
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Baroda BNP Paribas Small Cap Fund - Regular (G) |
|---|---|---|
| Name | Aditya Khemani | Miten Vora |
| Total AUM | ₹12070 Cr | ₹6478 Cr |
| Funds Managed | 3 | 6 |
| Invesco India Smallcap Fund - Regular Plan - Growth | Baroda BNP Paribas Small Cap Fund - Regular (G) |
Market Cap
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Baroda BNP Paribas Small Cap Fund - Regular (G) |
|---|---|---|
| Others | 8.08 | 6.4 |
| Large Cap | 2.77 | 0 |
| Small Cap | 65.82 | 76.66 |
| Mid Cap | 23.33 | 16.94 |
Sector Allocation
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Baroda BNP Paribas Small Cap Fund - Regular (G) |
|---|---|---|
| Others | 6.4 | 6.4 |
| Consumer Cyclical | 10.82 | 11.71 |
| Healthcare | 17.7 | 8.95 |
| Financial Services | 20.58 | 11.91 |
| Industrials | 23.62 | 28.73 |
| Technology | 8.84 | 5.62 |
| Basic Materials | 6.95 | 9.59 |
| Energy | 0 | - |
| Real Estate | 1.99 | 1.37 |
| Communication Services | 1.11 | 1.64 |
| Consumer Defensive | 2 | 7.26 |
| Utilities | - | 6.82 |
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