HSBC Small Cap Fund vs Invesco India Smallcap Fund compare

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

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tortoise-icon 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 Very High
Asset Size (Cr) ₹4578 Cr ₹16396 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 05 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 1.83 1.7
Manager Aditya Khemani Venugopal Manghat
ISIN Code INF205K011T7 INF917K01QC7
Exits Load Exit load for units in excess of 10% of the investment, 1% will be charged for redemption 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 Invesco India Smallcap Fund - Regular Plan - Growth HSBC Small Cap Fund - Regular Growth
1 Month 4.93% 1.86%
6 Month 25.67% 22.79%
1 Year 57.27% 46%
3 Year 27.65% 30.37%
5 Year 34.19% 32.48%

SIP Return Analysis

Scheme Name Invesco India Smallcap Fund - Regular Plan - Growth HSBC Small Cap Fund - Regular Growth
6 Month - -
1 Year 21.28% 21.58%
3 Year 55.36% 58.86%
5 Year 121.95% 137.96%

Rolling Lumpsum Returns

Scheme Name Invesco India Smallcap Fund - Regular Plan - Growth HSBC Small Cap Fund - Regular Growth
1 Year 33.58% 36.36%
3 Year 88.33% 99.84%
5 Year 135.53% 151.38%

Risk Management

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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Fund Managers

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

Market Cap

Scheme Name

Invesco India Smallcap Fund - Regular Plan - Growth

HSBC Small Cap Fund - Regular Growth

Others 14.31 3.91
Small Cap 61.2 72.94
Large Cap 3.8 3.03
Mid Cap 20.69 20.12

Sector Allocation

Scheme Name

Invesco India Smallcap Fund - Regular Plan - Growth

HSBC Small Cap Fund - Regular Growth

Others 3.55 2.51
Automobile 6.05 3.89
Financial 19.01 7.98
Metals & Mining 2.6 8.71
Healthcare 10.53 5.3
Technology 4.9 5.93
Services 10.07 10.12
Consumer Staples 6.78 5.57
Energy 3.58 -
Chemicals 1.19 1.41
Capital Goods 14.31 17.67
Construction 7.3 12.47
Materials 3.39 9.17
Consumer Discretionary 4.94 2.17
Communication 0.94 -
Diversified 0.86 3.4
Textiles - 3.7

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