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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 | 2.78% | 1.52% |
| 6 Month | -4.85% | -10.31% |
| 1 Year | 9.92% | 1.29% |
| 3 Year | 22.33% | 13.41% |
| 5 Year | 33.87% | 34.2% |
SIP Return Analysis
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Canara Robeco Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -1.56% | -2.62% |
| 1 Year | -5.82% | -13.69% |
| 3 Year | 23.08% | 12.94% |
| 5 Year | 25.28% | 20.7% |
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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