UTI Small Cap Fund vs Invesco India Smallcap Fund compare

Invesco India Smallcap Fund - Regular Plan - Growth

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UTI Small Cap Fund - Regular Plan - Growth Option

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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)	₹5353 Cr	₹4538 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 Index	NIFTY Smallcap 250 TRI
Turn Over	47%	12.69%
Expense Ratio	1.81	1.85
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

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	UTI Small Cap Fund - Regular Plan - Growth Option
1 Month	5.51%	4.36%
6 Month	12.88%	10.27%
1 Year	37.75%	27.57%
3 Year	26.47%	20.5%
5 Year	32.09%	-

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	UTI Small Cap Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	37.43%	30.01%
3 Year	37.38%	28.48%
5 Year	35.17%	-

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	UTI Small Cap Fund - Regular Plan - Growth Option
1 Year	25.82%	25.21%
3 Year	28.32%	23.3%
5 Year	27.73%	-

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	2.12	3.85
Small Cap	66.39	83.91
Large Cap	3.59	-
Mid Cap	27.9	12.18

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	UTI Small Cap Fund - Regular Plan - Growth Option
Others	2.12	2.58
Auto Components	3.26	-
Retailing	2.63	-
Finance	4.79	-
Industrial Products	5.8	-
Pharmaceuticals & Biotechnology	8.2	-
Banks	2.64	-
Electrical Equipment	6.86	-
IT - Software	4.5	-
Consumer Durables	12.04	-
Paper, Forest & Jute Products	3.66	-
Healthcare Services	4.38	-
Transport Services	1.07	-
Petroleum Products	1.21	-
Chemicals & Petrochemicals	1.16	-
IT - Hardware	0.97	-
Construction	2.48	5.69
Commercial Services & Supplies	0.79	-
Capital Markets	14.76	-
Aerospace & Defense	1.49	-
Realty	2	-
Agricultural, Commercial & Construction Vehicles	1.72	-
Cement & Cement Products	1.43	-
Telecom - Services	1.26	-
Insurance	1.2	-
Automobiles	0.87	-
Food Products	2.29	-
Industrial Manufacturing	3.45	-
Power	0.97	-
Financial	-	12.56
Consumer Staples	-	2.32
Healthcare	-	11.67
Technology	-	8.19
Energy	-	1.14
Chemicals	-	4.16
Materials	-	4.1
Capital Goods	-	11.39
Services	-	13.27
Metals & Mining	-	8.08
Automobile	-	3.71
Textiles	-	4.55
Consumer Discretionary	-	6.53