UTI Small Cap Fund vs Invesco India Smallcap Fund compare

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Invesco India Smallcap Fund - Regular Plan - Growth

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UTI Small Cap Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Risk	Very High Risk
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

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	UTI Small Cap Fund - Regular Plan - Growth Option
1 Month	-9.29%	-9.58%
6 Month	-10.7%	-12.93%
1 Year	9.88%	6.96%
3 Year	21.93%	15.41%
5 Year	23.96%	-

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	UTI Small Cap Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	-7.42%	-9.33%
3 Year	22.07%	14.88%
5 Year	26.08%	-

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%	-

Scheme Name	Invesco India Smallcap Fund - Regular Plan - Growth	UTI Small Cap Fund - Regular Plan - Growth Option
Standard Deviation	15.811%	15.798%
Sharp	0.958%	0.643%
Beta	0.78%	0.797%
Alpha	3.936%	-1.253%

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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