Motilal Oswal Small Cap Fund vs Invesco India Smallcap Fund compare
Invesco India Smallcap Fund - Regular Plan - Growth
Motilal Oswal Small Cap Fund - Regular (G)
Chart Comparison
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
Fund | Invesco India Smallcap Fund - Regular Plan - Growth | Motilal Oswal Small Cap Fund - Regular (G) |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3461 Cr | ₹0 Cr |
Min Investment | ₹1000 | ₹500 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹500 |
Launch Date | 05 Oct 2018 | 26 Dec 2023 |
Category | Small Cap | Small Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | S&P BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
Turn Over | 47% | % |
Expense Ratio | 1.87 | 2.13 |
Manager | Aditya Khemani | Rakesh Shetty |
ISIN Code | INF205K011T7 | INF247L01BV9 |
Exits Load | For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365 | /365 |
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
1 Month | 16.69% | 17.89% |
6 Month | 23.59% | 23.06% |
1 Year | 58.22% | - |
3 Year | 27.43% | - |
5 Year | 29.94% | - |
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
6 Month | - | - |
1 Year | 21.28% | 9.26% |
3 Year | 55.36% | 9.26% |
5 Year | 121.95% | 9.26% |
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
1 Year | 33.58% | 13.76% |
3 Year | 88.33% | 13.76% |
5 Year | 135.53% | 13.76% |
Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
Standard Deviation | 14.52% | - |
Sharp | 1.32% | - |
Beta | 0.76% | - |
Alpha | 4.77% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts GuidanceScheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
Name | Aditya Khemani | Rakesh Shetty |
Total AUM | ₹12070 Cr | ₹33886 Cr |
Fund Manage | 3 | 19 |
Invesco India Smallcap Fund - Regular Plan - Growth | Motilal Oswal Small Cap Fund - Regular (G) |
Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
Others | 14.31 | 10.78 |
Small Cap | 61.2 | 66.88 |
Mid Cap | 20.69 | 12.17 |
Large Cap | 3.8 | 10.18 |
Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Motilal Oswal Small Cap Fund - Regular (G) |
---|---|---|
Others | 3.55 | 10.65 |
Consumer Staples | 6.78 | 2.98 |
Capital Goods | 14.31 | 15.74 |
Financial | 19.01 | 10.1 |
Healthcare | 10.53 | 8.99 |
Construction | 7.3 | 7.16 |
Services | 10.07 | 10.89 |
Energy | 3.58 | 2.05 |
Technology | 4.9 | 2.26 |
Consumer Discretionary | 4.94 | 10.06 |
Materials | 3.39 | - |
Metals & Mining | 2.6 | 3.19 |
Automobile | 6.05 | 5.78 |
Communication | 0.94 | 2.49 |
Diversified | 0.86 | 3.04 |
Chemicals | 1.19 | 2.3 |
Insurance | - | 2.33 |
Top Comparisons
ICICI Prudential Ultra Short Term Fund - Growth
3Y Returns5.75%
LIC MF Ultra Short Term Fund Regular - Growth
3Y Returns5.47%
Sundaram Large and Midcap Fund Regular Plan - Growth
3Y Returns22.4%
Quant Large and Mid Cap Fund-Growth
3Y Returns29.92%
Aditya Birla Sun Life Pure Value Fund - Growth Option
3Y Returns23.31%
Quant Value Fund Regular - Growth
3Y Returns0%
Kotak Corporate Bond Fund- Regular Plan-Growth Option
3Y Returns5.6%
Invesco India Corporate Bond Fund - Growth
3Y Returns5.19%