Invesco India Smallcap Fund vs Tata Small Cap Fund compare
Invesco India Smallcap Fund - Regular Plan - Growth
Invest NowTata Small Cap Fund-Regular Plan-Growth
Invest NowChart Comparison
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Tata Small Cap Fund-Regular Plan-Growth |
---|---|---|
Fund | Invesco India Smallcap Fund - Regular Plan - Growth | Tata Small Cap Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4578 Cr | ₹7868 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 05 Oct 2018 | 02 Nov 2018 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Close Ended |
Benchmark | BSE 250 SmallCap Index | NIFTY Smallcap 250 TRI |
Turn Over | 47% | 4.59% |
Expense Ratio | 1.83 | 1.72 |
Manager | Aditya Khemani | Chandraprakash Padiyar |
ISIN Code | INF205K011T7 | INF277K015O2 |
Exits Load | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365 | For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months./365 |
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Tata Small Cap Fund-Regular Plan-Growth |
---|---|---|
1 Month | -6.46% | -6.59% |
6 Month | 14.27% | 12.83% |
1 Year | 35.3% | 36.31% |
3 Year | 23.08% | 23.11% |
5 Year | 30.49% | 31.38% |
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Tata Small Cap Fund-Regular Plan-Growth |
---|---|---|
6 Month | - | - |
1 Year | 33.1% | 41.12% |
3 Year | 34.49% | 34.95% |
5 Year | 33.63% | 35.8% |
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Tata Small Cap Fund-Regular Plan-Growth |
---|---|---|
1 Year | 25.82% | 27.86% |
3 Year | 28.32% | 30.27% |
5 Year | 27.73% | 27.96% |
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Tata Small Cap Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 14.52% | 13.28% |
Sharp | 1.23% | 1.35% |
Beta | 0.74% | 0.67% |
Alpha | 4.89% | 5.5% |
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Get Free Experts GuidanceScheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Tata Small Cap Fund-Regular Plan-Growth |
---|---|---|
Name | Aditya Khemani | Chandraprakash Padiyar |
Total AUM | ₹12070 Cr | ₹15627 Cr |
Fund Manage | 3 | 3 |
Invesco India Smallcap Fund - Regular Plan - Growth | Tata Small Cap Fund-Regular Plan-Growth |
Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Tata Small Cap Fund-Regular Plan-Growth |
---|---|---|
Others | 14.31 | 6.71 |
Small Cap | 61.2 | 91.58 |
Large Cap | 3.8 | - |
Mid Cap | 20.69 | 1.71 |
Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Tata Small Cap Fund-Regular Plan-Growth |
---|---|---|
Others | 3.55 | 6.57 |
Automobile | 6.05 | 1.54 |
Financial | 19.01 | 13.46 |
Metals & Mining | 2.6 | 8.28 |
Healthcare | 10.53 | 7.97 |
Technology | 4.9 | 5.24 |
Services | 10.07 | 13.52 |
Consumer Staples | 6.78 | 7.52 |
Energy | 3.58 | - |
Chemicals | 1.19 | 9.78 |
Capital Goods | 14.31 | 11.25 |
Construction | 7.3 | 4.58 |
Materials | 3.39 | 6.51 |
Consumer Discretionary | 4.94 | 1.31 |
Communication | 0.94 | - |
Diversified | 0.86 | - |
Textiles | - | 2.47 |
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