LIC MF Small Cap Fund Regular vs Invesco India Smallcap Fund 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) | ₹4578 Cr | ₹279 Cr | ₹279 Cr |
| Min Investment | ₹1000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹500 | ₹500 |
| Launch Date | 05 Oct 2018 | 15 Jun 2017 | 15 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 | 1.83 | 2.5 | 2.5 |
| Manager | Aditya Khemani | Yogesh Patil | Yogesh Patil |
| ISIN Code | INF205K011T7 | INF397L01JW3 | INF397L01JW3 |
| Exits Load | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365 | Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 12 months./365 | Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 12 months./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 | 4.93% | -3.16% | -3.16% |
| 6 Month | 25.67% | 20.98% | 20.98% |
| 1 Year | 57.27% | 51.96% | 51.96% |
| 3 Year | 27.65% | 25.48% | 25.48% |
| 5 Year | 34.19% | 28.97% | 28.97% |
| 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 | 21.28% | 22.75% | 22.75% |
| 3 Year | 55.36% | 51.91% | 51.91% |
| 5 Year | 121.95% | 117.91% | 117.91% |
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | IDBI Small Cap Fund Growth Regular | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|---|
| 1 Year | 25.67% | 12.64% | 12.64% |
| 3 Year | 28.43% | 24.96% | 24.96% |
| 5 Year | 27.3% | 15.85% | 15.85% |
| 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% | 1.28% | 1.28% |
| Beta | 0.74% | 0.75% | 0.75% |
| Alpha | 4.89% | 5.14% | 5.14% |
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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 | 14.31 | 7.86 | 8.48 |
| Small Cap | 61.2 | 86.61 | 88.52 |
| Large Cap | 3.8 | - | - |
| Mid Cap | 20.69 | 5.54 | 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 | 3.55 | 3.89 | 3.8 |
| Automobile | 6.05 | 1.1 | 0.89 |
| Financial | 19.01 | 2.86 | 2.51 |
| Metals & Mining | 2.6 | 3.31 | 1.96 |
| Healthcare | 10.53 | 6.1 | 5.94 |
| Technology | 4.9 | 3.42 | 3.07 |
| Services | 10.07 | 10.29 | 10.3 |
| Consumer Staples | 6.78 | 2.63 | 2.7 |
| Energy | 3.58 | 4.13 | 3.65 |
| Chemicals | 1.19 | 4.19 | 5.92 |
| Capital Goods | 14.31 | 32.95 | 36.32 |
| Construction | 7.3 | 5.49 | 5.28 |
| Materials | 3.39 | 10.99 | 10.42 |
| Consumer Discretionary | 4.94 | 6.06 | 4.03 |
| Communication | 0.94 | - | - |
| Diversified | 0.86 | - | - |
| Textiles | - | 2.6 | 3.24 |
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