Invesco India Smallcap Fund vs HDFC Small Cap Fund compare
HDFC Small Cap Fund - Growth Option
Invesco India Smallcap Fund - Regular Plan - Growth
Chart Comparison
| Scheme Name | HDFC Small Cap Fund - Growth Option | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HDFC Small Cap Fund - Growth Option | Invesco India Smallcap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹33504 Cr | ₹5353 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 Index | BSE 250 SmallCap Index |
| Turn Over | 10.02% | 47% |
| Expense Ratio | 1.57 | 1.81 |
| 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 |
| Scheme Name | HDFC Small Cap Fund - Growth Option | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -5.85% | -7.3% |
| 6 Month | -2.17% | 4.58% |
| 1 Year | 10.12% | 24.08% |
| 3 Year | 19.43% | 21.79% |
| 5 Year | 26.3% | 28.19% |
| Scheme Name | HDFC Small Cap Fund - Growth Option | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 4.03% | 16.03% |
| 3 Year | 24.36% | 30.86% |
| 5 Year | 29.12% | 31.12% |
| Scheme Name | HDFC Small Cap Fund - Growth Option | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.25% | 25.82% |
| 3 Year | 19.58% | 28.32% |
| 5 Year | 16.73% | 27.73% |
| Scheme Name | HDFC Small Cap Fund - Growth Option | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.17% | 14.52% |
| Sharp | 1.2% | 1.23% |
| Beta | 0.8% | 0.74% |
| Alpha | 4% | 4.89% |
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| Scheme Name | HDFC Small Cap Fund - Growth Option | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Aditya Khemani |
| Total AUM | ₹520687 Cr | ₹12070 Cr |
| Fund Manage | 40 | 3 |
| HDFC Small Cap Fund - Growth Option | Invesco India Smallcap Fund - Regular Plan - Growth |
| Scheme Name |
HDFC Small Cap Fund - Growth Option |
Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.79 | 2.12 |
| Small Cap | 81.19 | 66.39 |
| Large Cap | 3.89 | 3.59 |
| Mid Cap | 8.13 | 27.9 |
| Scheme Name |
HDFC Small Cap Fund - Growth Option |
Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 6.79 | 2.12 |
| Commercial Services & Supplies | 10.2 | 0.79 |
| Transport Services | 7.22 | 1.07 |
| Banks | 8.48 | 2.64 |
| Entertainment | 2.23 | - |
| Consumer Durables | 6.43 | 12.04 |
| Healthcare Services | 7.32 | 4.38 |
| Fertilizers & Agrochemicals | 3.13 | - |
| Ferrous Metals | 2.16 | - |
| Construction | 7.06 | 2.48 |
| Power | 0.43 | 0.97 |
| Chemicals & Petrochemicals | 1.8 | 1.16 |
| Industrial Products | 4.99 | 5.8 |
| Leisure Services | 1.56 | - |
| IT - Services | 0.19 | - |
| Beverages | 0.73 | - |
| Auto Components | 7.57 | 3.26 |
| Media | 0.57 | - |
| Agricultural, Commercial & Construction Vehicles | 0.27 | 1.72 |
| IT - Software | 4 | 4.5 |
| Industrial Manufacturing | 1.49 | 3.45 |
| Pharmaceuticals & Biotechnology | 4.06 | 8.2 |
| Electrical Equipment | 3 | 6.86 |
| Retailing | 2.02 | 2.63 |
| Transport Infrastructure | 0.52 | - |
| Personal Products | 1.31 | - |
| Other Utilities | 0.79 | - |
| Finance | 0.72 | 4.79 |
| Capital Markets | 1.21 | 14.76 |
| Textiles & Apparels | 1.75 | - |
| Paper, Forest & Jute Products | - | 3.66 |
| Petroleum Products | - | 1.21 |
| IT - Hardware | - | 0.97 |
| Aerospace & Defense | - | 1.49 |
| Realty | - | 2 |
| Cement & Cement Products | - | 1.43 |
| Telecom - Services | - | 1.26 |
| Insurance | - | 1.2 |
| Automobiles | - | 0.87 |
| Food Products | - | 2.29 |
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