HDFC Small Cap Fund vs Invesco India Smallcap Fund compare

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tortoise-icon HDFC Small Cap Fund - Growth Option

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tortoise-icon Invesco India Smallcap Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Small Cap Fund - Growth Option Invesco India Smallcap Fund - Regular Plan - Growth
Fund HDFC Small Cap Fund - Growth Option Invesco India Smallcap Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹31526 Cr ₹4578 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 02 Apr 2008 05 Oct 2018
Category Small Cap Small Cap
Fund Type Open Ended Open Ended
Benchmark BSE 250 SmallCap Index BSE 250 SmallCap Index
Turn Over 10.02% 47%
Expense Ratio 1.58 1.83
Manager Dhruv Muchhal Aditya Khemani
ISIN Code INF179KA1RZ8 INF205K011T7
Exits Load Exit load of 1% if redeemed within 1 year/365 Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name HDFC Small Cap Fund - Growth Option Invesco India Smallcap Fund - Regular Plan - Growth
1 Month -4.79% -6.46%
6 Month 7.13% 14.27%
1 Year 23.93% 35.3%
3 Year 21.78% 23.08%
5 Year 28.45% 30.49%

SIP Return Analysis

Scheme Name HDFC Small Cap Fund - Growth Option Invesco India Smallcap Fund - Regular Plan - Growth
6 Month - -
1 Year 22.11% 33.1%
3 Year 30.16% 34.49%
5 Year 32.71% 33.63%

Rolling Lumpsum Returns

Scheme Name HDFC Small Cap Fund - Growth Option Invesco India Smallcap Fund - Regular Plan - Growth
1 Year 17.25% 25.82%
3 Year 19.58% 28.32%
5 Year 16.73% 27.73%

Risk Management

Scheme Name HDFC Small Cap Fund - Growth Option Invesco India Smallcap Fund - Regular Plan - Growth
Standard Deviation 15.17% 14.52%
Sharp 1.2% 1.23%
Beta 0.8% 0.74%
Alpha 4% 4.89%

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Fund Managers

Scheme Name HDFC Small Cap Fund - Growth Option Invesco India Smallcap Fund - Regular Plan - Growth
Name Dhruv Muchhal Aditya Khemani
Total AUM ₹520687 Cr ₹12070 Cr
Fund Manage 40 3
HDFC Small Cap Fund - Growth Option Invesco India Smallcap Fund - Regular Plan - Growth

Market Cap

Scheme Name

HDFC Small Cap Fund - Growth Option

Invesco India Smallcap Fund - Regular Plan - Growth

Others 7.71 14.31
Small Cap 79.7 61.2
Large Cap 4.04 3.8
Mid Cap 8.55 20.69

Sector Allocation

Scheme Name

HDFC Small Cap Fund - Growth Option

Invesco India Smallcap Fund - Regular Plan - Growth

Others 7.63 3.55
Auto Components 7.79 -
Transport Services 7.53 -
Banks 8.31 -
Entertainment 2.26 -
Finance 1.41 -
Consumer Durables 5.69 -
Healthcare Services 6.12 -
Fertilizers & Agrochemicals 2.88 -
Ferrous Metals 2.79 -
Power 0.49 -
Chemicals & Petrochemicals 1.61 -
Commercial Services & Supplies 8.7 -
Industrial Products 5.9 -
Leisure Services 1.61 -
IT - Services 0.66 -
Beverages 0.88 -
Construction 8.01 7.3
Media 0.62 -
Agricultural, Commercial & Construction Vehicles 0.31 -
IT - Software 4.02 -
Pharmaceuticals & Biotechnology 3.45 -
Electrical Equipment 3.38 -
Retailing 2.28 -
Transport Infrastructure 0.64 -
Industrial Manufacturing 0.29 -
Personal Products 1.53 -
Other Utilities 0.76 -
Capital Markets 0.65 -
Textiles & Apparels 1.8 -
Automobile - 6.05
Financial - 19.01
Metals & Mining - 2.6
Healthcare - 10.53
Technology - 4.9
Services - 10.07
Consumer Staples - 6.78
Energy - 3.58
Chemicals - 1.19
Capital Goods - 14.31
Materials - 3.39
Consumer Discretionary - 4.94
Communication - 0.94
Diversified - 0.86

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