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
| 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) | ₹4578 Cr | ₹3608 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 05 Oct 2018 | 05 Dec 2020 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap Index | NIFTY Smallcap 250 TRI |
| Turn Over | 47% | 12.69% |
| Expense Ratio | 1.83 | 1.85 |
| Manager | Aditya Khemani | Deepesh Agarwal |
| ISIN Code | INF205K011T7 | INF789F1AUO6 |
| Exits Load | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365 | Exit load of 1% if redeemed within one year./365 |
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 4.93% | 2.62% |
| 6 Month | 25.67% | 24.5% |
| 1 Year | 57.27% | 41.94% |
| 3 Year | 27.65% | 24.37% |
| 5 Year | 34.19% | - |
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 21.28% | 14.6% |
| 3 Year | 55.36% | 39.61% |
| 5 Year | 121.95% | 50.96% |
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 33.58% | 21.52% |
| 3 Year | 88.33% | 54.93% |
| 5 Year | 135.53% | 58.81% |
| Scheme Name | Invesco India Smallcap Fund - Regular Plan - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.52% | 13.53% |
| Sharp | 1.23% | 1.09% |
| Beta | 0.74% | 0.72% |
| Alpha | 4.89% | 2.51% |
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| 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 |
| Fund Manage | 3 | 9 |
| Invesco India Smallcap Fund - Regular Plan - Growth | UTI Small Cap Fund - Regular Plan - Growth Option |
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 14.31 | 3.85 |
| Small Cap | 61.2 | 83.91 |
| Mid Cap | 20.69 | 12.18 |
| Large Cap | 3.8 | - |
| Scheme Name |
Invesco India Smallcap Fund - Regular Plan - Growth |
UTI Small Cap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.55 | 2.58 |
| Consumer Staples | 6.78 | 2.32 |
| Capital Goods | 14.31 | 11.39 |
| Financial | 19.01 | 12.56 |
| Healthcare | 10.53 | 11.67 |
| Construction | 7.3 | 5.69 |
| Services | 10.07 | 13.27 |
| Energy | 3.58 | 1.14 |
| Technology | 4.9 | 8.19 |
| Consumer Discretionary | 4.94 | 6.53 |
| Materials | 3.39 | 4.1 |
| Metals & Mining | 2.6 | 8.08 |
| Automobile | 6.05 | 3.71 |
| Communication | 0.94 | - |
| Diversified | 0.86 | - |
| Chemicals | 1.19 | 4.16 |
| Textiles | - | 4.55 |
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