HDFC Small Cap Fund vs Invesco India Smallcap Fund compare
HDFC Small Cap Fund Regular Growth
Invesco India Smallcap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | HDFC Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
---|---|---|
Fund | HDFC Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹31230 Cr | ₹5905 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 03 Apr 2008 | 30 Oct 2018 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 250 SmallCap TRI | BSE 250 SmallCap TRI |
Turn Over | 10.02% | 47% |
Expense Ratio | 1.57 | 1.78 |
Manager | Dhruv Muchhal | Aditya Khemani |
ISIN Code | INF179KA1RZ8 | INF205K011T7 |
Exits Load | HDFC Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Invesco India Smallcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | HDFC Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
---|---|---|
1 Month | 6.63% | 6.79% |
6 Month | -14.95% | -14.99% |
1 Year | 1.17% | 10.12% |
3 Year | 18.89% | 19.99% |
5 Year | 36.24% | 34.8% |
SIP Return Analysis
Scheme Name | HDFC Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | -9.97% | -9.79% |
1 Year | -17.05% | -11.49% |
3 Year | 15.36% | 21.89% |
5 Year | 22.96% | 25.23% |
Rolling Lumpsum Returns
Scheme Name | HDFC Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 17.52% | 26.35% |
3 Year | 19.66% | 28.04% |
5 Year | 16.96% | 28.21% |
Risk Management
Scheme Name | HDFC Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 16.223% | 16.892% |
Sharp | 0.719% | 0.805% |
Beta | 0.784% | 0.794% |
Alpha | 1.828% | 3.629% |
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Fund Managers
Scheme Name | HDFC Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
---|---|---|
Name | Dhruv Muchhal | Aditya Khemani |
Total AUM | ₹520687 Cr | ₹12070 Cr |
Funds Managed | 40 | 3 |
HDFC Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
HDFC Small Cap Fund Regular Growth |
Invesco India Smallcap Fund - Regular Plan - Growth |
---|---|---|
Others | 6.66 | 8.08 |
Small Cap | 80.87 | 65.82 |
Mid Cap | 8.61 | 23.33 |
Large Cap | 3.87 | 2.77 |
Sector Allocation
Scheme Name |
HDFC Small Cap Fund Regular Growth |
Invesco India Smallcap Fund - Regular Plan - Growth |
---|---|---|
Others | 6.66 | 6.4 |
Industrials | 23.81 | 23.62 |
Consumer Cyclical | 18.74 | 10.82 |
Consumer Defensive | 2.16 | 2 |
Financial Services | 12.19 | 20.58 |
Communication Services | 2.25 | 1.11 |
Healthcare | 12.18 | 17.7 |
Basic Materials | 6.7 | 6.95 |
Utilities | 0.43 | - |
Technology | 14.88 | 8.84 |
Energy | - | 0 |
Real Estate | - | 1.99 |
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