-
Mutual Funds
-
Insurance
-
Calculators
Great! You have sucessfully subscribed for newsletters for investments
Subscribed email:
Compare Mutual Funds
Comparing Invesco India Smallcap Fund vs Nippon India Small Cap FundComparing 2/4 funds
- Add Fund
- Add Fund
- Category,
Sub-category - equity, small cap
- equity, small cap
- Fund Age
- 6 yrs 9 m
- 12 yrs 6 m
- Fund Size
- ₹6,823 Cr
- ₹58,029 Cr
- 3 months
- 12.78%
- 11.6%
- 6 months
- 6.03%
- 5.04%
- 1 year
- 13.32%
- 2.25%
- 3 year
- 29.88%
- 29.11%
- 5 year
- 33.45%
- 38.31%
- Standard Deviation
- 16.34
- 16.63
- Sharpe
- 1.41
- 1.37
- Beta
- 0.81
- 0.85
- Sortino
- 1.65
- 1.82
- Alpha
- 5.3
- 3.91
- Top 3 sectors
- Services (21.42%)
- Financial (19.75%)
- Healthcare (16.740000000000002%)
- Capital Goods (18.150000000000006%)
- Financial (11.480000000000004%)
- Services (10.960000000000003%)
- Top 5 holdings
- Interglobe Aviation Ltd. (4.44%)
- Multi Commodity Exchange Of India Ltd. (4.12%)
- BSE Ltd. (3.59%)
- Krishna Institute of Medical Sciences Ltd (3.41%)
- Aditya Birla Real Estate Ltd. (3.33%)
- HDFC Bank Ltd. (2.05%)
- Multi Commodity Exchange Of India Ltd. (1.94%)
- Kirloskar Brothers Ltd. (1.29%)
- Tube Investments Of India Ltd. (1.21%)
- State Bank of India (1.17%)
- Equity%
- 98.11%
- 94.63022506%
- Debt%
- 0.0%
- 0.03%
- Turnover Ratio
- NA
- NA
- Yield To Maturity
- NA
- NA
- Modified Duration
- NA
- NA
- Avg. Maturity
- NA
- NA
- Avg. Credit Quality
- NA
- NA
- Expense Ratio
- 1.76%
- 0.65%
- Exit Load
- 1.0% know more
- 1.0% know more
- Lock-in
- No Lockin
- No Lockin
- Benchmark Index
- BSE 250 SmallCap TRI
- NIFTY Smallcap 250 TRI
- Min. Investment
- NA
- SIP ₹500 & Lumpsum ₹5000
- Investment Horizon
- Good for Long Term
- Good for Long Term
- Managed By
- Taher Badshah
- Aditya Khemani
- Samir Rachh
