Nippon India Small Cap Fund vs Invesco India Smallcap Fund compare

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Nippon India Small Cap Fund - Growth Plan - Bonus Option

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Invesco India Smallcap Fund - Regular Plan - Growth

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Chart Comparison

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

Overview

Scheme Name	Nippon India Small Cap Fund - Growth Plan - Bonus Option	Invesco India Smallcap Fund - Regular Plan - Growth
Fund	Nippon India Small Cap Fund - Growth Plan - Bonus Option	Invesco India Smallcap Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹56452 Cr	₹5905 Cr
Min Investment	₹5000	₹1000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	16 Sep 2010	30 Oct 2018
Category	Small Cap	Small Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Smallcap 250 TRI	BSE 250 SmallCap TRI
Turn Over	23%	47%
Expense Ratio	1.47	1.78
Manager	Tejas Sheth	Aditya Khemani
ISIN Code	INF204K01HZ0	INF205K011T7
Exits Load	Exit load of 1% if redeemed within 1 year./365	Invesco India Smallcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Nippon India Small Cap Fund - Growth Plan - Bonus Option	Invesco India Smallcap Fund - Regular Plan - Growth
1 Month	2.96%	6.79%
6 Month	3.2%	-14.99%
1 Year	27.45%	10.12%
3 Year	27.3%	19.99%
5 Year	35.6%	34.8%

Scheme Name	Nippon India Small Cap Fund - Growth Plan - Bonus Option	Invesco India Smallcap Fund - Regular Plan - Growth
6 Month	-	-9.79%
1 Year	21.44%	-11.49%
3 Year	33.74%	21.89%
5 Year	37.32%	25.23%

Scheme Name	Nippon India Small Cap Fund - Growth Plan - Bonus Option	Invesco India Smallcap Fund - Regular Plan - Growth
1 Year	18.15%	26.35%
3 Year	28.18%	28.04%
5 Year	22.05%	28.21%

Scheme Name	Nippon India Small Cap Fund - Growth Plan - Bonus Option	Invesco India Smallcap Fund - Regular Plan - Growth
Standard Deviation	14.53%	16.892%
Sharp	1.36%	0.805%
Beta	0.79%	0.794%
Alpha	7.17%	3.629%

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Scheme Name	Nippon India Small Cap Fund - Growth Plan - Bonus Option	Invesco India Smallcap Fund - Regular Plan - Growth
Name	Tejas Sheth	Aditya Khemani
Total AUM	₹89953 Cr	₹12070 Cr
Funds Managed	3	3
	Nippon India Small Cap Fund - Growth Plan - Bonus Option	Invesco India Smallcap Fund - Regular Plan - Growth

Scheme Name	Nippon India Small Cap Fund - Growth Plan - Bonus Option	Invesco India Smallcap Fund - Regular Plan - Growth
Others	5.23	8.08
Small Cap	70	65.82
Large Cap	11.94	2.77
Mid Cap	12.83	23.33

Scheme Name	Nippon India Small Cap Fund - Growth Plan - Bonus Option	Invesco India Smallcap Fund - Regular Plan - Growth
Others	5.23	6.4
IT - Services	2.62	-
Telecom - Equipment & Accessories	1.27	-
Consumer Durables	7.21	-
Industrial Products	9.04	-
Textiles & Apparels	2.62	-
Electrical Equipment	7.25	-
Diversified FMCG	0.41	-
Pharmaceuticals & Biotechnology	4.89	-
Banks	5.79	-
Realty	0.58	-
Chemicals & Petrochemicals	3.55	-
IT - Software	2.46	-
Leisure Services	1.54	-
Paper, Forest & Jute Products	1.08	-
Industrial Manufacturing	2.63	-
Aerospace & Defense	1.69	-
Transport Services	0.49	-
Cement & Cement Products	1.24	-
Fertilizers & Agrochemicals	1.79	-
Capital Markets	4.66	-
Construction	3.26	-
Power	1.84	-
Media	0.08	-
IT - Hardware	0.06	-
Healthcare Services	2.27	-
Agricultural Food & other Products	1.89	-
Finance	2.98	-
Other Consumer Services	1.15	-
Petroleum Products	0.27	-
Entertainment	0.51	-
Diversified Metals	0.86	-
Retailing	1.32	-
Food Products	1.4	-
Auto Components	6.15	-
Commercial Services & Supplies	0.94	-
Household Products	1.13	-
Telecom - Services	0.69	-
Diversified	0.11	-
Consumable Fuels	0.56	-
Personal Products	1.15	-
Beverages	1.23	-
Automobiles	0.15	-
Other Utilities	0.82	-
Insurance	0.58	-
Agricultural, Commercial & Construction Vehicles	0.4	-
Ferrous Metals	0.16	-
Consumer Cyclical	-	10.82
Healthcare	-	17.7
Financial Services	-	20.58
Industrials	-	23.62
Technology	-	8.84
Basic Materials	-	6.95
Energy	-	0
Real Estate	-	1.99
Communication Services	-	1.11
Consumer Defensive	-	2