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UTI Small Cap Fund vs Invesco India Smallcap Fund compare
Invesco India Smallcap Fund - Regular Plan - Growth
UTI Small Cap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Invesco India Smallcap Fund - Regular Plan - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5905 Cr | ₹4351 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 30 Oct 2018 | 22 Dec 2020 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap TRI | NIFTY Smallcap 250 TRI |
| Turn Over | 47% | 12.69% |
| Expense Ratio | 1.78 | 1.9 |
| Manager | Aditya Khemani | Deepesh Agarwal |
| ISIN Code | INF205K011T7 | INF789F1AUO6 |
| 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 | UTI Small Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 5.27% | 4.7% |
| 6 Month | -14.3% | -14.19% |
| 1 Year | 13.69% | 13.13% |
| 3 Year | 21.51% | 15.39% |
| 5 Year | 34.65% | - |
SIP Return Analysis
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -6.47% | -6.8% |
| 1 Year | -8.37% | -9.91% |
| 3 Year | 22.78% | 15.74% |
| 5 Year | 25.85% | - |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 26.35% | 25.55% |
| 3 Year | 28.04% | 22.88% |
| 5 Year | 28.21% | - |
Risk Management
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 16.892% | 15.798% |
| Sharp | 0.805% | 0.643% |
| Beta | 0.794% | 0.797% |
| Alpha | 3.629% | -1.253% |
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Fund Managers
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Aditya Khemani | Deepesh Agarwal |
| Total AUM | ₹12070 Cr | ₹35015 Cr |
| Funds Managed | 3 | 9 |
| Invesco India Smallcap Fund - Regular Plan - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 8.08 | 4.22 |
| Large Cap | 2.77 | - |
| Small Cap | 65.82 | 80.51 |
| Mid Cap | 23.33 | 15.27 |
Sector Allocation
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.4 | 4.06 |
| Consumer Cyclical | 10.82 | 10.66 |
| Healthcare | 17.7 | 13.9 |
| Financial Services | 20.58 | 11.96 |
| Industrials | 23.62 | 23.36 |
| Technology | 8.84 | 11.08 |
| Basic Materials | 6.95 | 13.07 |
| Energy | 0 | - |
| Real Estate | 1.99 | 1.48 |
| Communication Services | 1.11 | 4.69 |
| Consumer Defensive | 2 | 5.74 |
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