Compare Mutual Funds

Insights from Fund Comparison

• Both Nippon India Small Cap Fund - Direct (G) and Invesco India Smallcap Fund - Direct (G) are Small Cap Fund, Equity schemes. Nippon India Small Cap Fund - Direct (G) is 13 yrs 3 m old and manages ₹61,808.85 Crs, whereas Invesco India Smallcap Fund - Direct (G) is 7 yrs 6 m old with ₹9,207.58 Crs.
• Nippon India Small Cap Fund - Direct (G) is therefore older and larger, which may indicate more experience and investor confidence.
• Nippon India Small Cap Fund - Direct (G) has its top 3 sectors in Banks (6.86%), Capital Goods - Electrical Equipment (6.05%), and Pharmaceuticals (5.93%), while Invesco India Smallcap Fund - Direct (G) focuses on Healthcare (12.93%), Banks (10.83%), and Pharmaceuticals (6.66%).
• The funds share exposure to Banks and Pharmaceuticals, but differ in the rest, which means they will partially move together but may diverge depending on how the unique sectors perform.
• Nippon India Small Cap Fund - Direct (G) holds Triparty Repo (2.81%), Multi Commodity Exchange of India Limited (2.07%), HDFC Bank Limited (1.81%), Karur Vysya Bank Limited (1.49%), and Apar Industries Limited (1.41%), whereas Invesco India Smallcap Fund - Direct (G) holds Sai Life Sciences Limited (5.22%), Amber Enterprises India Limited (4.77%), Max Healthcare Institute Limited (4.39%), Krishna Institute Of Medical Sciences Limited (4.29%), and InterGlobe Aviation Limited (4.27%).
• The funds have completely different top holdings, which means their performance could diverge significantly depending on which stocks or sectors lead the market.
• In terms of risk profile, Nippon India Small Cap Fund - Direct (G) has 96.01% equity and 0.24% debt, while Invesco India Smallcap Fund - Direct (G) has 99.01% equity and 0.00% debt.
• Nippon India Small Cap Fund - Direct (G) has some debt allocation, which makes it slightly more defensive.
• Nippon India Small Cap Fund - Direct (G) outperformed Invesco India Smallcap Fund - Direct (G) in 1 Year (returns: 7.96% ) but underperformed in 3 Months, 6 Months, 3 Years, 5 Years (returns: 10.04%, -0.34%, 22.73%, 24.15%). This mixed performance indicates strength in certain market cycles while highlighting periods of relative weakness, suggesting selective timing or careful monitoring may be needed.