Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Nippon India Small Cap Fund vs Invesco India Smallcap Fund compare

Link copied to clipboard!

tortoise-icon Nippon India Small Cap Fund - Growth Plan - Bonus Option

Invest Now

tortoise-icon Invesco India Smallcap Fund - Regular Plan - Growth

Invest Now

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

Trailing Lumpsum Returns

Scheme Name Nippon India Small Cap Fund - Growth Plan - Bonus Option Invesco India Smallcap Fund - Regular Plan - Growth
1 Month 2.96% 2.78%
6 Month 3.2% -4.85%
1 Year 27.45% 9.92%
3 Year 27.3% 22.33%
5 Year 35.6% 33.87%

SIP Return Analysis

Scheme Name Nippon India Small Cap Fund - Growth Plan - Bonus Option Invesco India Smallcap Fund - Regular Plan - Growth
6 Month - -1.56%
1 Year 21.44% -5.82%
3 Year 33.74% 23.08%
5 Year 37.32% 25.28%

Rolling Lumpsum Returns

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%

Risk Management

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

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

Market Cap

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

Sector Allocation

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

Top Comparisons

ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

3Y Returns11.96%

VS

Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option Motilal Oswal ELSS Tax Saver Fund (MOFLTE) - Regular Plan - Growth Option

3Y Returns22.61%

Compare Now

360 ONE Dynamic Bond Fund Regular-Growth 360 ONE Dynamic Bond Fund Regular-Growth

3Y Returns7.6%

VS

Canara Robeco Dynamic Bond Fund - Regular Plan - Growth Option Canara Robeco Dynamic Bond Fund - Regular Plan - Growth Option

3Y Returns6.9%

Compare Now

Tata ELSS Tax Saver Fund-Growth-Regular Plan Tata ELSS Tax Saver Fund-Growth-Regular Plan

3Y Returns14.96%

VS

DSP ELSS Tax Saver Fund - Regular Plan - Growth DSP ELSS Tax Saver Fund - Regular Plan - Growth

3Y Returns19.28%

Compare Now

Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth

3Y Returns5.47%

VS

UTI Ultra Short Duration Fund- Regular Plan - Growth Option UTI Ultra Short Duration Fund- Regular Plan - Growth Option

3Y Returns6.51%

Compare Now
Add to Cart Successfully