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
| 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 | Very High | Very High |
| Asset Size (Cr) | ₹56452 Cr | ₹4578 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 16 Sep 2010 | 05 Oct 2018 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Smallcap 250 TRI | BSE 250 SmallCap Index |
| Turn Over | 23% | 47% |
| Expense Ratio | 1.47 | 1.83 |
| Manager | Tejas Sheth | Aditya Khemani |
| ISIN Code | INF204K01HZ0 | INF205K011T7 |
| Exits Load | Exit load of 1% if redeemed within 1 year./365 | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365 |
| Scheme Name | Nippon India Small Cap Fund - Growth Plan - Bonus Option | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -7.24% | -4.58% |
| 6 Month | 10.68% | 21.29% |
| 1 Year | 33.44% | 41.61% |
| 3 Year | 25.31% | 22.92% |
| 5 Year | 34.46% | 30.99% |
| Scheme Name | Nippon India Small Cap Fund - Growth Plan - Bonus Option | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 27.3% | 33.1% |
| 3 Year | 34.66% | 34.49% |
| 5 Year | 37.76% | 33.63% |
| Scheme Name | Nippon India Small Cap Fund - Growth Plan - Bonus Option | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 18.15% | 25.82% |
| 3 Year | 28.18% | 28.32% |
| 5 Year | 22.05% | 27.73% |
| Scheme Name | Nippon India Small Cap Fund - Growth Plan - Bonus Option | Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.53% | 14.52% |
| Sharp | 1.42% | 1.23% |
| Beta | 0.78% | 0.74% |
| Alpha | 8.09% | 4.89% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| 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 |
| Scheme Name |
Nippon India Small Cap Fund - Growth Plan - Bonus Option |
Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.71 | 14.31 |
| Small Cap | 55.11 | 61.2 |
| Large Cap | 11.02 | 3.8 |
| Mid Cap | 11.64 | 20.69 |
| Scheme Name |
Nippon India Small Cap Fund - Growth Plan - Bonus Option |
Invesco India Smallcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 4.38 | 3.55 |
| Communication | 2.38 | 0.94 |
| Construction | 2.38 | 7.3 |
| Financial | 9.5 | 19.01 |
| Healthcare | 5.49 | 10.53 |
| Chemicals | 5.31 | 1.19 |
| Services | 6.49 | 10.07 |
| Consumer Discretionary | 3.29 | 4.94 |
| Consumer Staples | 6.62 | 6.78 |
| Automobile | 3.73 | 6.05 |
| Capital Goods | 18.16 | 14.31 |
| Materials | 3.25 | 3.39 |
| Metals & Mining | 3.1 | 2.6 |
| Technology | 2.34 | 4.9 |
| Textiles | 2.69 | - |
| Diversified | 1.6 | 0.86 |
| Energy | 1.25 | 3.58 |
| Insurance | 0.52 | - |
Top Comparisons
HSBC Conservative Hybrid Fund - Regular Growth
3Y Returns8.2%
LIC MF CONSERVATIVE HYBRID FUND-Growth
3Y Returns4.97%
ICICI Prudential Short Term Fund - Growth Option
3Y Returns6.4%
Aditya Birla Sun Life Short Term Fund - Growth - Regular Plan
3Y Returns6.11%
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
3Y Returns5.88%
UTI Ultra Short Duration Fund- Regular Plan - Growth Option
3Y Returns5.88%
HDFC Nifty 50 Index Fund - Growth Plan
3Y Returns10.89%
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
3Y Returns16.23%