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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Get Free Experts GuidanceScheme 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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