Invesco India Small Cap vs Motilal Oswal Small Cap
Data updated · direct-growth plans · not investment advice
Invesco India Small Cap currently edges it with a Smart Score of 80/100 vs 76/100. Invesco India Small Cap has the weaker risk-adjusted profile (Sortino 1.10 vs 1.20), 3-year returns of 21.0% vs —, and an expense ratio of 0.63% vs 0.85%. Scores are relative to all Small Cap peers and refresh with every data update.
Portfolio overlap
lower = better diversificationOverlap = combined weight of stocks both funds hold (sum of the smaller weight per shared stock), from each fund's latest disclosed top-25 holdings.
| Returns (CAGR) | ||||
1Y return | 12.0% | 19.4%BEST | ||
3Y return | 21.0%BEST | — | ||
5Y return | 17.9%BEST | — | ||
Since launch | 23.1%BEST | 21.5% | ||
| Vs category benchmark | ||||
1Y vs index | +7.3% | +14.8%BEST | ||
3Y vs index | +7.9%BEST | — | ||
5Y vs index | +5.1%BEST | — | ||
Benchmark used | Nifty Smallcap 250 | Nifty Smallcap 250 | ||
| Risk | ||||
Sharpe ratio | 0.84 | 0.87BEST | ||
Sortino ratio | 1.10 | 1.20BEST | ||
Std deviation | 19.87 | 17.31BEST | ||
Alpha | 7.75 | 10.85BEST | ||
Beta | 0.85 | 0.84 | ||
| Cost & size | ||||
Expense ratio | 0.63%BEST | 0.85% | ||
Fund size | ₹16.1k CrBEST | ₹8.3k Cr | ||
Portfolio P/E | 41.04 | 32.27BEST | ||
| Ratings | ||||
Value Research | ★★★★★BEST | — | ||
Morningstar | ★★★★★BEST | — | ||
| Details | ||||
Fund manager | Taher Badshah, Aditya Khemani | — | ||
Benchmark | BSE 250 SmallCap TRI | Nifty Smallcap 250 TRI | ||
Riskometer | Very High | Very High | ||
Start date | 30 Oct 2018 | 26 Dec 2023 | ||
| Top 5 holdings | ||||
Biggest positions |
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Quick answers
Is Invesco India Small Cap better than Motilal Oswal Small Cap?
Invesco India Small Cap currently edges it with a Smart Score of 80/100 vs 76/100. Invesco India Small Cap has the weaker risk-adjusted profile (Sortino 1.10 vs 1.20), 3-year returns of 21.0% vs —, and an expense ratio of 0.63% vs 0.85%. Scores are relative to all Small Cap peers and refresh with every data update.
Which is cheaper — Invesco India Small Cap or Motilal Oswal Small Cap?
Invesco India Small Cap has the lower expense ratio: 0.63% vs 0.85% (direct plans). Lower fees compound in your favour over long holding periods.
Which has better risk-adjusted returns?
On the Sortino ratio (return per unit of downside risk), Motilal Oswal Small Cap leads with 1.20 vs 1.10. Sharpe ratios: Invesco India Small Cap 0.84, Motilal Oswal Small Cap 0.87.