Invesco India Smallcap Fund vs Tata Small Cap Fund compare
Invesco India Smallcap Fund - Regular Plan - Growth
Tata Small Cap Fund-Regular Plan-Growth
Chart 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 | 4.93% | 3.8% |
| 6 Month | 25.67% | 27.62% |
| 1 Year | 57.27% | 48.69% |
| 3 Year | 27.65% | 28.4% |
| 5 Year | 34.19% | 34.43% |
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 21.28% | 17.89% |
| 3 Year | 55.36% | 50.59% |
| 5 Year | 121.95% | 124.15% |
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Tata Small Cap Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 33.58% | 34.72% |
| 3 Year | 88.33% | 93.09% |
| 5 Year | 135.53% | 137.56% |
| 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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| Scheme 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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