Canara Robeco Small Cap Fund vs Invesco India Smallcap Fund compare
Invesco India Smallcap Fund - Regular Plan - Growth
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Invesco India Smallcap Fund - Regular Plan - Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5905 Cr | ₹11528 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 30 Oct 2018 | 15 Feb 2019 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
Turn Over | 47% | 3% |
Expense Ratio | 1.78 | 1.7 |
Manager | Aditya Khemani | Shridatta Bhandwaldar |
ISIN Code | INF205K011T7 | INF760K01JF9 |
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 | Canara Robeco 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 | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 6.79% | 5.98% |
6 Month | -14.99% | -18.94% |
1 Year | 10.12% | 2.15% |
3 Year | 19.99% | 11.84% |
5 Year | 34.8% | 36.08% |
SIP Return Analysis
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -9.79% | -11.66% |
1 Year | -11.49% | -20.23% |
3 Year | 21.89% | 11.36% |
5 Year | 25.23% | 20.78% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 26.35% | 29.71% |
3 Year | 28.04% | 32.87% |
5 Year | 28.21% | 32.51% |
Risk Management
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 16.892% | 16.598% |
Sharp | 0.805% | 0.432% |
Beta | 0.794% | 0.801% |
Alpha | 3.629% | -2.868% |
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Fund Managers
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Aditya Khemani | Shridatta Bhandwaldar |
Total AUM | ₹12070 Cr | ₹69491 Cr |
Funds Managed | 3 | 12 |
Invesco India Smallcap Fund - Regular Plan - Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 8.08 | 3.84 |
Large Cap | 2.77 | 12 |
Small Cap | 65.82 | 67.33 |
Mid Cap | 23.33 | 16.84 |
Sector Allocation
Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 6.4 | 3.8 |
Consumer Cyclical | 10.82 | 15.83 |
Healthcare | 17.7 | 11.13 |
Financial Services | 20.58 | 20.36 |
Industrials | 23.62 | 24.96 |
Technology | 8.84 | 2.01 |
Basic Materials | 6.95 | 10.13 |
Energy | 0 | 2.02 |
Real Estate | 1.99 | 2.13 |
Communication Services | 1.11 | 0.82 |
Consumer Defensive | 2 | 4.7 |
Utilities | - | 2.11 |
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