Motilal Oswal Small Cap Fund vs Invesco India Smallcap Fund compare

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Invesco India Smallcap Fund - Regular Plan - Growth

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Motilal Oswal Small Cap Fund - Regular (G)

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

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 Risk	Very High Risk
Asset Size (Cr)	₹5905 Cr	₹4062 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 TRI	NIFTY Smallcap 250 TRI
Turn Over	47%	%
Expense Ratio	1.78	1.84
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	-9.29%	-9.98%
6 Month	-10.7%	-8.11%
1 Year	9.88%	17.7%
3 Year	21.93%	-
5 Year	23.96%	-

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Motilal Oswal Small Cap Fund - Regular (G)
6 Month	-	-
1 Year	-7.42%	-0.86%
3 Year	22.07%	-
5 Year	26.08%	-

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Motilal Oswal Small Cap Fund - Regular (G)
1 Year	26.35%	37.28%
3 Year	28.04%	-
5 Year	28.21%	-

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	Motilal Oswal Small Cap Fund - Regular (G)
Standard Deviation	15.811%	-
Sharp	0.958%	-
Beta	0.78%	-
Alpha	3.936%	-

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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