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Invesco India Smallcap Fund vs HDFC Small Cap Fund compare
HDFC Small Cap Fund Regular Growth
Invesco India Smallcap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HDFC Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹31230 Cr | ₹5905 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 03 Apr 2008 | 30 Oct 2018 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | BSE 250 SmallCap TRI |
| Turn Over | 10.02% | 47% |
| Expense Ratio | 1.57 | 1.78 |
| Manager | Dhruv Muchhal | Aditya Khemani |
| ISIN Code | INF179KA1RZ8 | INF205K011T7 |
| Exits Load | HDFC Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Invesco India Smallcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 7.03% | 7.99% |
| 6 Month | -14.62% | -14.03% |
| 1 Year | 0.91% | 11.12% |
| 3 Year | 19.02% | 20.42% |
| 5 Year | 36.32% | 35.08% |
SIP Return Analysis
| Scheme Name | HDFC Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -9.97% | -9.79% |
| 1 Year | -17.05% | -11.49% |
| 3 Year | 15.36% | 21.89% |
| 5 Year | 22.96% | 25.23% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.52% | 26.35% |
| 3 Year | 19.66% | 28.04% |
| 5 Year | 16.96% | 28.21% |
Risk Management
| Scheme Name | HDFC Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.223% | 16.892% |
| Sharp | 0.719% | 0.805% |
| Beta | 0.784% | 0.794% |
| Alpha | 1.828% | 3.629% |
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Fund Managers
| Scheme Name | HDFC Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Aditya Khemani |
| Total AUM | ₹520687 Cr | ₹12070 Cr |
| Funds Managed | 40 | 3 |
| HDFC Small Cap Fund Regular Growth | Invesco India Smallcap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.66 | 8.08 |
| Small Cap | 80.87 | 65.82 |
| Mid Cap | 8.61 | 23.33 |
| Large Cap | 3.87 | 2.77 |
Sector Allocation
| Scheme Name |
HDFC Small Cap Fund Regular Growth |
Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.66 | 6.4 |
| Industrials | 23.81 | 23.62 |
| Consumer Cyclical | 18.74 | 10.82 |
| Consumer Defensive | 2.16 | 2 |
| Financial Services | 12.19 | 20.58 |
| Communication Services | 2.25 | 1.11 |
| Healthcare | 12.18 | 17.7 |
| Basic Materials | 6.7 | 6.95 |
| Utilities | 0.43 | - |
| Technology | 14.88 | 8.84 |
| Energy | - | 0 |
| Real Estate | - | 1.99 |
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