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 | -7.3% | -9.3% |
| 6 Month | 4.58% | -3.09% |
| 1 Year | 24.08% | 14.99% |
| 3 Year | 21.79% | 19.18% |
| 5 Year | 28.19% | 27.35% |
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 16.03% | 7.22% |
| 3 Year | 30.86% | 26.19% |
| 5 Year | 31.12% | 31.44% |
| 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 | 2 |
| Small Cap | 66.39 | 74.77 |
| Large Cap | 3.59 | 1.97 |
| Mid Cap | 27.9 | 21.26 |
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| Others | 2.12 | 2 |
| Auto Components | 3.26 | 5.4 |
| Retailing | 2.63 | 2.29 |
| Finance | 4.79 | 4.37 |
| Industrial Products | 5.8 | 16.52 |
| Pharmaceuticals & Biotechnology | 8.2 | 6.94 |
| Banks | 2.64 | 3.25 |
| Electrical Equipment | 6.86 | 4.25 |
| IT - Software | 4.5 | 3.76 |
| Consumer Durables | 12.04 | 6.72 |
| Paper, Forest & Jute Products | 3.66 | 2.66 |
| Healthcare Services | 4.38 | 0.18 |
| Transport Services | 1.07 | - |
| Petroleum Products | 1.21 | - |
| Chemicals & Petrochemicals | 1.16 | 1.92 |
| IT - Hardware | 0.97 | - |
| Construction | 2.48 | 7.87 |
| Commercial Services & Supplies | 0.79 | 1.67 |
| Capital Markets | 14.76 | 8.11 |
| Aerospace & Defense | 1.49 | - |
| Realty | 2 | 5.3 |
| 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 | 2.67 |
| Power | 0.97 | - |
| Agricultural Food & other Products | - | 1.74 |
| Fertilizers & Agrochemicals | - | 2.62 |
| Textiles & Apparels | - | 4.75 |
| Gas | - | 1.68 |
| Leisure Services | - | 1.68 |
| Other Consumer Services | - | 0.24 |
| Household Products | - | 0.53 |
| Beverages | - | 0.88 |
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