HSBC Small Cap Fund vs Invesco India Smallcap Fund compare

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Invesco India Smallcap Fund - Regular Plan - Growth

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HSBC Small Cap Fund - Regular Growth

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Chart Comparison

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

Overview

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 Risk	Very High Risk
Asset Size (Cr)	₹5905 Cr	₹15453 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 TRI	BSE 250 SmallCap TRI
Turn Over	47%	15%
Expense Ratio	1.78	1.67
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	-9.29%	-11.48%
6 Month	-10.7%	-17.18%
1 Year	9.88%	-0.27%
3 Year	21.93%	18.37%
5 Year	23.96%	25.13%

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	HSBC Small Cap Fund - Regular Growth
6 Month	-	-
1 Year	-7.42%	-19.55%
3 Year	22.07%	15.03%
5 Year	26.08%	24.87%

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	HSBC Small Cap Fund - Regular Growth
1 Year	26.35%	19.2%
3 Year	28.04%	23.02%
5 Year	28.21%	15.83%

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	HSBC Small Cap Fund - Regular Growth
Standard Deviation	15.811%	16.675%
Sharp	0.958%	0.756%
Beta	0.78%	0.854%
Alpha	3.936%	0.383%

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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	1.17
Small Cap	66.39	73.18
Large Cap	3.59	3.08
Mid Cap	27.9	22.57

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	HSBC Small Cap Fund - Regular Growth
Others	2.12	1.17
Auto Components	3.26	5.47
Retailing	2.63	2.24
Finance	4.79	4.13
Industrial Products	5.8	15.58
Pharmaceuticals & Biotechnology	8.2	6.21
Banks	2.64	3.02
Electrical Equipment	6.86	4.47
IT - Software	4.5	3.85
Consumer Durables	12.04	7.83
Paper, Forest & Jute Products	3.66	2.38
Healthcare Services	4.38	0.36
Transport Services	1.07	-
Petroleum Products	1.21	-
Chemicals & Petrochemicals	1.16	1.75
IT - Hardware	0.97	-
Construction	2.48	8.11
Commercial Services & Supplies	0.79	1.67
Capital Markets	14.76	9.27
Aerospace & Defense	1.49	-
Realty	2	5.29
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	3.01
Power	0.97	-
Agricultural Food & other Products	-	1.58
Fertilizers & Agrochemicals	-	2.59
Textiles & Apparels	-	4.99
Gas	-	1.5
Leisure Services	-	1.9
Other Consumer Services	-	0.23
Household Products	-	0.32
Beverages	-	1.08