Invesco India Smallcap Fund vs LIC MF Small Cap Fund Regular compare
Invesco India Smallcap Fund - Regular Plan - Growth
IDBI Small Cap Fund Growth Regular
LIC MF Small Cap Fund Regular - Growth
Chart Comparison
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|---|
| Fund | Invesco India Smallcap Fund - Regular Plan - Growth | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹5353 Cr | ₹386 Cr | ₹386 Cr |
| Min Investment | ₹1000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹500 | ₹500 |
| Launch Date | 30 Oct 2018 | 21 Jun 2017 | 21 Jun 2017 |
| Category | Small Cap | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap Index | NIFTY Smallcap 250 TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 47% | 12% | % |
| Expense Ratio | 1.81 | 2.49 | 2.49 |
| Manager | Aditya Khemani | Yogesh Patil | Yogesh Patil |
| ISIN Code | INF205K011T7 | INF397L01JW3 | INF397L01JW3 |
| 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 | LIC MF Small Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | LIC MF 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 | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|---|
| 1 Month | 8.48% | 7.18% | 7.18% |
| 6 Month | 14.42% | 9.69% | 9.69% |
| 1 Year | 38.35% | 40.74% | 40.74% |
| 3 Year | 26.56% | 25.05% | 25.05% |
| 5 Year | 32.33% | 30.47% | 30.47% |
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|---|
| 6 Month | - | - | - |
| 1 Year | 37.43% | 34.84% | 34.84% |
| 3 Year | 37.38% | 33.36% | 33.36% |
| 5 Year | 35.17% | 33.92% | 33.92% |
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|---|
| 1 Year | 25.82% | 13.13% | 13.13% |
| 3 Year | 28.32% | 25% | 25% |
| 5 Year | 27.73% | 15.83% | 15.83% |
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|---|
| Standard Deviation | 14.52% | 13.95% | 13.95% |
| Sharp | 1.23% | 1.14% | 1.14% |
| Beta | 0.74% | 0.75% | 0.75% |
| Alpha | 4.89% | 4.57% | 4.57% |
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| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|---|
| Name | Aditya Khemani | Yogesh Patil | Yogesh Patil |
| Total AUM | ₹12070 Cr | ₹5898 Cr | ₹5898 Cr |
| Fund Manage | 3 | 7 | 7 |
| Invesco India Smallcap Fund - Regular Plan - Growth | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth |
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
IDBI Small Cap Fund Growth Regular |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|---|
| Others | 2.12 | 2.06 | 8.48 |
| Small Cap | 66.39 | 84.11 | 88.52 |
| Large Cap | 3.59 | 3.06 | - |
| Mid Cap | 27.9 | 10.8 | 3.03 |
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
IDBI Small Cap Fund Growth Regular |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|---|
| Others | 2.12 | 2.06 | 3.8 |
| Auto Components | 3.26 | 3.59 | - |
| Retailing | 2.63 | 3.69 | - |
| Finance | 4.79 | 2.83 | - |
| Industrial Products | 5.8 | 21.79 | - |
| Pharmaceuticals & Biotechnology | 8.2 | 4 | - |
| Banks | 2.64 | - | - |
| Electrical Equipment | 6.86 | 7.8 | - |
| IT - Software | 4.5 | 1.61 | - |
| Consumer Durables | 12.04 | 3.29 | - |
| Paper, Forest & Jute Products | 3.66 | - | - |
| Healthcare Services | 4.38 | 3.31 | - |
| Transport Services | 1.07 | 3.71 | - |
| Petroleum Products | 1.21 | - | - |
| Chemicals & Petrochemicals | 1.16 | 4.35 | - |
| IT - Hardware | 0.97 | - | - |
| Construction | 2.48 | 2.43 | 5.28 |
| Commercial Services & Supplies | 0.79 | - | - |
| Capital Markets | 14.76 | 1.72 | - |
| Aerospace & Defense | 1.49 | - | - |
| Realty | 2 | 3.11 | - |
| Agricultural, Commercial & Construction Vehicles | 1.72 | - | - |
| Cement & Cement Products | 1.43 | - | - |
| Telecom - Services | 1.26 | - | - |
| Insurance | 1.2 | 0.54 | - |
| Automobiles | 0.87 | - | - |
| Food Products | 2.29 | 1.05 | - |
| Industrial Manufacturing | 3.45 | 3.95 | - |
| Power | 0.97 | 3.24 | - |
| Textiles & Apparels | - | 4.62 | - |
| IT - Services | - | 2.2 | - |
| Media | - | 0.41 | - |
| Fertilizers & Agrochemicals | - | 1.12 | - |
| Gas | - | 1.71 | - |
| Diversified FMCG | - | 0.91 | - |
| Agricultural Food & other Products | - | 1.49 | - |
| Beverages | - | 2.06 | - |
| Other Utilities | - | 3.96 | - |
| Leisure Services | - | 1.5 | - |
| Entertainment | - | 1.98 | - |
| Energy | - | - | 3.65 |
| Consumer Staples | - | - | 2.7 |
| Technology | - | - | 3.07 |
| Healthcare | - | - | 5.94 |
| Capital Goods | - | - | 36.32 |
| Textiles | - | - | 3.24 |
| Chemicals | - | - | 5.92 |
| Materials | - | - | 10.42 |
| Financial | - | - | 2.51 |
| Services | - | - | 10.3 |
| Consumer Discretionary | - | - | 4.03 |
| Metals & Mining | - | - | 1.96 |
| Automobile | - | - | 0.89 |
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