HDFC Small Cap Fund vs Invesco India Smallcap Fund compare

HDFC Small Cap Fund - Growth Option

Invesco India Smallcap Fund - Regular Plan - Growth

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

Scheme Name	HDFC Small Cap Fund - Growth Option	Invesco India Smallcap Fund - Regular Plan - Growth
1 Month	2.23%	4.93%
6 Month	16.9%	25.67%
1 Year	37.8%	57.27%
3 Year	27.36%	27.65%
5 Year	30.29%	34.19%

Scheme Name	HDFC Small Cap Fund - Growth Option	Invesco India Smallcap Fund - Regular Plan - Growth
6 Month	-	-
1 Year	15.03%	21.28%
3 Year	52.08%	55.36%
5 Year	122.38%	121.95%

Scheme Name	HDFC Small Cap Fund - Growth Option	Invesco India Smallcap Fund - Regular Plan - Growth
1 Year	33.72%	33.58%
3 Year	90.05%	88.33%
5 Year	129.98%	135.53%

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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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

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

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