HSBC Small Cap Fund vs Invesco India Smallcap Fund compare
Invesco India Smallcap Fund - Regular Plan - Growth
HSBC Small Cap Fund - Regular Growth
Chart Comparison
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| Fund | Invesco India Smallcap Fund - Regular Plan - Growth | HSBC Small Cap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5353 Cr | ₹16920 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Oct 2018 | 12 May 2014 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap Index | BSE 250 SmallCap Index |
| Turn Over | 47% | 15% |
| Expense Ratio | 1.81 | 1.68 |
| Manager | Aditya Khemani | Venugopal Manghat |
| ISIN Code | INF205K011T7 | INF917K01QC7 |
| 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 | HSBC Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | 8.48% | 7.2% |
| 6 Month | 14.42% | 6.97% |
| 1 Year | 38.35% | 29.52% |
| 3 Year | 26.56% | 25.89% |
| 5 Year | 32.33% | 31.68% |
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 37.43% | 28.16% |
| 3 Year | 37.38% | 33.21% |
| 5 Year | 35.17% | 35.83% |
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 25.82% | 18.47% |
| 3 Year | 28.32% | 22.98% |
| 5 Year | 27.73% | 14.99% |
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 14.52% | 14.69% |
| Sharp | 1.23% | 1.4% |
| Beta | 0.74% | 0.8% |
| Alpha | 4.89% | 7.09% |
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| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| Name | Aditya Khemani | Venugopal Manghat |
| Total AUM | ₹12070 Cr | ₹41442 Cr |
| Fund Manage | 3 | 7 |
| Invesco India Smallcap Fund - Regular Plan - Growth | HSBC Small Cap Fund - Regular Growth |
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| Others | 2.12 | 3.91 |
| Small Cap | 66.39 | 72.94 |
| Large Cap | 3.59 | 3.03 |
| Mid Cap | 27.9 | 20.12 |
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| Others | 2.12 | 2.51 |
| Auto Components | 3.26 | - |
| Retailing | 2.63 | - |
| Finance | 4.79 | - |
| Industrial Products | 5.8 | - |
| Pharmaceuticals & Biotechnology | 8.2 | - |
| Banks | 2.64 | - |
| Electrical Equipment | 6.86 | - |
| IT - Software | 4.5 | - |
| Consumer Durables | 12.04 | - |
| Paper, Forest & Jute Products | 3.66 | - |
| Healthcare Services | 4.38 | - |
| Transport Services | 1.07 | - |
| Petroleum Products | 1.21 | - |
| Chemicals & Petrochemicals | 1.16 | - |
| IT - Hardware | 0.97 | - |
| Construction | 2.48 | 12.47 |
| Commercial Services & Supplies | 0.79 | - |
| Capital Markets | 14.76 | - |
| Aerospace & Defense | 1.49 | - |
| Realty | 2 | - |
| Agricultural, Commercial & Construction Vehicles | 1.72 | - |
| Cement & Cement Products | 1.43 | - |
| Telecom - Services | 1.26 | - |
| Insurance | 1.2 | - |
| Automobiles | 0.87 | - |
| Food Products | 2.29 | - |
| Industrial Manufacturing | 3.45 | - |
| Power | 0.97 | - |
| Financial | - | 7.98 |
| Materials | - | 9.17 |
| Services | - | 10.12 |
| Automobile | - | 3.89 |
| Healthcare | - | 5.3 |
| Technology | - | 5.93 |
| Consumer Staples | - | 5.57 |
| Chemicals | - | 1.41 |
| Metals & Mining | - | 8.71 |
| Consumer Discretionary | - | 2.17 |
| Textiles | - | 3.7 |
| Capital Goods | - | 17.67 |
| Diversified | - | 3.4 |
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