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LIC MF Small Cap Fund Regular vs Invesco India Smallcap Fund compare
Invesco India Smallcap Fund - Regular Plan - Growth
LIC MF Small Cap Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Fund | Invesco India Smallcap Fund - Regular Plan - Growth | LIC MF Small Cap Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5905 Cr | ₹491 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 30 Oct 2018 | 21 Jun 2017 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 47% | % |
| Expense Ratio | 1.78 | 2.42 |
| Manager | Aditya Khemani | Yogesh Patil |
| ISIN Code | INF205K011T7 | INF397L01JW3 |
| Exits Load | Invesco India Smallcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | LIC MF Small Cap 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 | Invesco India Smallcap Fund - Regular Plan - Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Month | 7.93% | 8.54% |
| 6 Month | -13.86% | -18.23% |
| 1 Year | 13.26% | 11.6% |
| 3 Year | 21.74% | 17.46% |
| 5 Year | 34.77% | 33.89% |
SIP Return Analysis
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 6 Month | -6.47% | -8.73% |
| 1 Year | -8.37% | -15.32% |
| 3 Year | 22.78% | 17.46% |
| 5 Year | 25.85% | 23.56% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| 1 Year | 26.35% | 14.61% |
| 3 Year | 28.04% | 24.75% |
| 5 Year | 28.21% | 19.19% |
Risk Management
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 16.892% | 16.47% |
| Sharp | 0.805% | 0.817% |
| Beta | 0.794% | 0.823% |
| Alpha | 3.629% | 1.666% |
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Fund Managers
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Name | Aditya Khemani | Yogesh Patil |
| Total AUM | ₹12070 Cr | ₹5898 Cr |
| Funds Managed | 3 | 7 |
| Invesco India Smallcap Fund - Regular Plan - Growth | LIC MF Small Cap Fund Regular - Growth |
Market Cap
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 8.08 | 5.06 |
| Large Cap | 2.77 | 2.81 |
| Small Cap | 65.82 | 81.56 |
| Mid Cap | 23.33 | 10.58 |
Sector Allocation
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
LIC MF Small Cap Fund Regular - Growth |
|---|---|---|
| Others | 6.4 | 5.06 |
| Consumer Cyclical | 10.82 | 16.45 |
| Healthcare | 17.7 | 4.12 |
| Financial Services | 20.58 | 6.05 |
| Industrials | 23.62 | 32.99 |
| Technology | 8.84 | 2.63 |
| Basic Materials | 6.95 | 13.18 |
| Energy | 0 | - |
| Real Estate | 1.99 | 0.83 |
| Communication Services | 1.11 | 2.92 |
| Consumer Defensive | 2 | 7.73 |
| Utilities | - | 8.02 |
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