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) | ₹5353 Cr | ₹2832 Cr |
| Min Investment | ₹1000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 30 Oct 2018 | 26 Dec 2023 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap Index | NIFTY Smallcap 250 TRI |
| Turn Over | 47% | % |
| Expense Ratio | 1.81 | 1.92 |
| Manager | Aditya Khemani | Rakesh Shetty |
| ISIN Code | INF205K011T7 | INF247L01BV9 |
| 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 | Motilal Oswal Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Motilal Oswal Small Cap Fund - Regular (G) |
|---|---|---|
| 1 Month | 8.48% | 9.83% |
| 6 Month | 14.42% | 23.74% |
| 1 Year | 38.35% | - |
| 3 Year | 26.56% | - |
| 5 Year | 32.33% | - |
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Motilal Oswal Small Cap Fund - Regular (G) |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 37.43% | - |
| 3 Year | 37.38% | - |
| 5 Year | 35.17% | - |
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Motilal Oswal Small Cap Fund - Regular (G) |
|---|---|---|
| 1 Year | 25.82% | - |
| 3 Year | 28.32% | - |
| 5 Year | 27.73% | - |
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | Motilal Oswal Small Cap Fund - Regular (G) |
|---|---|---|
| Standard Deviation | 14.52% | - |
| Sharp | 1.23% | - |
| Beta | 0.74% | - |
| Alpha | 4.89% | - |
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| Scheme 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 | 2.12 | 2.75 |
| Small Cap | 66.39 | 79.21 |
| Large Cap | 3.59 | 5.76 |
| Mid Cap | 27.9 | 12.3 |
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
Motilal Oswal Small Cap Fund - Regular (G) |
|---|---|---|
| Others | 2.12 | 2.75 |
| Auto Components | 3.26 | 5.15 |
| Retailing | 2.63 | 7.91 |
| Finance | 4.79 | 3.9 |
| Industrial Products | 5.8 | 5.82 |
| Pharmaceuticals & Biotechnology | 8.2 | 1.58 |
| Banks | 2.64 | 3.34 |
| Electrical Equipment | 6.86 | 12.86 |
| IT - Software | 4.5 | 4.04 |
| Consumer Durables | 12.04 | 12.2 |
| Paper, Forest & Jute Products | 3.66 | - |
| Healthcare Services | 4.38 | 6.18 |
| Transport Services | 1.07 | - |
| Petroleum Products | 1.21 | - |
| Chemicals & Petrochemicals | 1.16 | 6.01 |
| IT - Hardware | 0.97 | - |
| Construction | 2.48 | 2.53 |
| Commercial Services & Supplies | 0.79 | 1.95 |
| Capital Markets | 14.76 | 2.22 |
| Aerospace & Defense | 1.49 | 2.77 |
| Realty | 2 | 1.01 |
| Agricultural, Commercial & Construction Vehicles | 1.72 | - |
| Cement & Cement Products | 1.43 | - |
| Telecom - Services | 1.26 | - |
| Insurance | 1.2 | - |
| Automobiles | 0.87 | - |
| Food Products | 2.29 | 2.3 |
| Industrial Manufacturing | 3.45 | 6.24 |
| Power | 0.97 | - |
| Agricultural Food & other Products | - | 3.23 |
| Leisure Services | - | 1.84 |
| Other Utilities | - | 4.19 |
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