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Invesco India Smallcap Fund vs DSP Small Cap Fund compare
Invesco India Smallcap Fund - Regular Plan - Growth
DSP Small Cap Fund - Regular - Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| Fund | Invesco India Smallcap Fund - Regular Plan - Growth | DSP Small Cap Fund - Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5905 Cr | ₹14996 Cr |
| Min Investment | ₹1000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 30 Oct 2018 | 14 Jun 2007 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | BSE 250 SmallCap TRI |
| Turn Over | 47% | 18% |
| Expense Ratio | 1.78 | 1.71 |
| Manager | Aditya Khemani | Vinit Sambre |
| ISIN Code | INF205K011T7 | INF740K01797 |
| 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 | DSP Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| 1 Month | 9.38% | 6.95% |
| 6 Month | -12.32% | -15.6% |
| 1 Year | 12.69% | 4.85% |
| 3 Year | 21.18% | 13.79% |
| 5 Year | 32.73% | 32.04% |
SIP Return Analysis
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| 6 Month | -6.77% | -8.44% |
| 1 Year | -13.28% | -19.17% |
| 3 Year | 19.91% | 12.46% |
| 5 Year | 23.6% | 19.18% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| 1 Year | 26.35% | 18.05% |
| 3 Year | 28.04% | 22.85% |
| 5 Year | 28.21% | 21.75% |
Risk Management
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 16.892% | 18.367% |
| Sharp | 0.805% | 0.526% |
| Beta | 0.794% | 0.891% |
| Alpha | 3.629% | -1.492% |
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Fund Managers
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| Name | Aditya Khemani | Vinit Sambre |
| Total AUM | ₹12070 Cr | ₹31142 Cr |
| Funds Managed | 3 | 3 |
| Invesco India Smallcap Fund - Regular Plan - Growth | DSP Small Cap Fund - Regular - Growth |
Market Cap
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| Others | 8.08 | 6.01 |
| Large Cap | 2.77 | - |
| Small Cap | 65.82 | 90.88 |
| Mid Cap | 23.33 | 3.1 |
Sector Allocation
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
DSP Small Cap Fund - Regular - Growth |
|---|---|---|
| Others | 6.4 | 6.01 |
| Consumer Cyclical | 10.82 | 32 |
| Healthcare | 17.7 | 8.42 |
| Financial Services | 20.58 | 4.12 |
| Industrials | 23.62 | 16.34 |
| Technology | 8.84 | 3.82 |
| Basic Materials | 6.95 | 20.51 |
| Energy | 0 | - |
| Real Estate | 1.99 | - |
| Communication Services | 1.11 | 0.92 |
| Consumer Defensive | 2 | 7.68 |
| Utilities | - | 0.17 |
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