- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Invesco India Smallcap Fund vs Nippon India Small Cap Fund compare
Nippon India Small Cap Fund - Growth Plan - Bonus Option
Invesco India Smallcap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Small Cap Fund - Growth Plan - Bonus Option | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Nippon India Small Cap Fund - Growth Plan - Bonus Option | Invesco India Smallcap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High Risk |
| Asset Size (Cr) | ₹56452 Cr | ₹5905 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 16 Sep 2010 | 30 Oct 2018 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | BSE 250 SmallCap TRI |
| Turn Over | 23% | 47% |
| Expense Ratio | 1.47 | 1.78 |
| Manager | Tejas Sheth | Aditya Khemani |
| ISIN Code | INF204K01HZ0 | INF205K011T7 |
| Exits Load | Exit load of 1% if redeemed within 1 year./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 | Nippon India Small Cap Fund - Growth Plan - Bonus Option | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.96% | -9.29% |
| 6 Month | 3.2% | -10.7% |
| 1 Year | 27.45% | 9.88% |
| 3 Year | 27.3% | 21.93% |
| 5 Year | 35.6% | 23.96% |
SIP Return Analysis
| Scheme Name | Nippon India Small Cap Fund - Growth Plan - Bonus Option | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 21.44% | -10.04% |
| 3 Year | 33.74% | 20.97% |
| 5 Year | 37.32% | 25.16% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Small Cap Fund - Growth Plan - Bonus Option | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 18.15% | 26.35% |
| 3 Year | 28.18% | 28.04% |
| 5 Year | 22.05% | 28.21% |
Risk Management
| Scheme Name | Nippon India Small Cap Fund - Growth Plan - Bonus Option | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.53% | 15.811% |
| Sharp | 1.36% | 0.958% |
| Beta | 0.79% | 0.78% |
| Alpha | 7.17% | 3.936% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | Nippon India Small Cap Fund - Growth Plan - Bonus Option | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Tejas Sheth | Aditya Khemani |
| Total AUM | ₹89953 Cr | ₹12070 Cr |
| Fund Manage | 3 | 3 |
| Nippon India Small Cap Fund - Growth Plan - Bonus Option | Invesco India Smallcap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Nippon India Small Cap Fund - Growth Plan - Bonus Option |
Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 5.23 | 2.12 |
| Small Cap | 70 | 66.39 |
| Large Cap | 11.94 | 3.59 |
| Mid Cap | 12.83 | 27.9 |
Sector Allocation
| Scheme Name |
Nippon India Small Cap Fund - Growth Plan - Bonus Option |
Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 5.23 | 2.12 |
| IT - Services | 2.62 | - |
| Telecom - Equipment & Accessories | 1.27 | - |
| Consumer Durables | 7.21 | 12.04 |
| Industrial Products | 9.04 | 5.8 |
| Textiles & Apparels | 2.62 | - |
| Electrical Equipment | 7.25 | 6.86 |
| Diversified FMCG | 0.41 | - |
| Pharmaceuticals & Biotechnology | 4.89 | 8.2 |
| Banks | 5.79 | 2.64 |
| Realty | 0.58 | 2 |
| Chemicals & Petrochemicals | 3.55 | 1.16 |
| IT - Software | 2.46 | 4.5 |
| Leisure Services | 1.54 | - |
| Paper, Forest & Jute Products | 1.08 | 3.66 |
| Industrial Manufacturing | 2.63 | 3.45 |
| Aerospace & Defense | 1.69 | 1.49 |
| Transport Services | 0.49 | 1.07 |
| Cement & Cement Products | 1.24 | 1.43 |
| Fertilizers & Agrochemicals | 1.79 | - |
| Capital Markets | 4.66 | 14.76 |
| Construction | 3.26 | 2.48 |
| Power | 1.84 | 0.97 |
| Media | 0.08 | - |
| IT - Hardware | 0.06 | 0.97 |
| Healthcare Services | 2.27 | 4.38 |
| Agricultural Food & other Products | 1.89 | - |
| Finance | 2.98 | 4.79 |
| Other Consumer Services | 1.15 | - |
| Petroleum Products | 0.27 | 1.21 |
| Entertainment | 0.51 | - |
| Diversified Metals | 0.86 | - |
| Retailing | 1.32 | 2.63 |
| Food Products | 1.4 | 2.29 |
| Auto Components | 6.15 | 3.26 |
| Commercial Services & Supplies | 0.94 | 0.79 |
| Household Products | 1.13 | - |
| Telecom - Services | 0.69 | 1.26 |
| Diversified | 0.11 | - |
| Consumable Fuels | 0.56 | - |
| Personal Products | 1.15 | - |
| Beverages | 1.23 | - |
| Automobiles | 0.15 | 0.87 |
| Other Utilities | 0.82 | - |
| Insurance | 0.58 | 1.2 |
| Agricultural, Commercial & Construction Vehicles | 0.4 | 1.72 |
| Ferrous Metals | 0.16 | - |
Top Comparisons
Invesco India Corporate Bond Fund - Growth
3Y Returns5.99%
Axis Corporate Bond Fund - Regular Plan Growth
3Y Returns6.32%
Nippon India Power & Infra Fund-Growth Plan -Growth Option
3Y Returns27.06%
Tata Infrastructure Fund-Regular Plan- Growth Option
3Y Returns18.62%
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
3Y Returns13.59%
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth
3Y Returns14.2%
INVESCO INDIA LOW DURATION FUND - Regular - Growth
3Y Returns5.62%
Tata Treasury Advantage Fund - Regular Plan - Growth Option
3Y Returns6.27%
