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Small Cap Fund comparison

DSP Small Cap Fund vs Invesco India Small Cap Fund

Over the last 3 years, DSP Small Cap Fund returned 14.8% a year versus 18.0% for Invesco India Small Cap Fund. The category average was 10.5%. In its deepest fall over the same period, DSP Small Cap Fund dropped 8.3% versus 8.6% for Invesco India Small Cap Fund. Qonfido rates DSP Small Cap Fund Premier and Invesco India Small Cap Fund Premier within the Small Cap Fund peer group.

Ratings and metrics as of

At a glance

  • Higher 3-year return

    Invesco India Small Cap Fund

  • Smaller worst fall

    About level

  • Smoother ride (higher Sharpe)

    Invesco India Small Cap Fund

Head-to-head

Swap either fund or add a third to see how they line up.

DSP Small Cap Fund - Regular Plan - Growth

DSP Small Cap

Small Cap Fund

1/4

rounds won

Premier
VS
Leads for you
Invesco India Small Cap Fund - Regular Plan - Growth

Invesco India Small Cap

Small Cap Fund

2/4

rounds won

Premier

Round by round

Three questions in one shape. A bigger triangle = stronger all round.

  • DSP Small Cap
  • Invesco India Small Cap
GrowthDip protectionSmooth ride
  1. Growth

    Who grew money faster?

    Average yearly return over the last 3 years.

    14.8%18.0%✓
  2. Dip protection

    Who fell less in the worst dip?

    Biggest fall from a peak in the period. Smaller hurts less.

    -8.3%✓-8.6%
  3. Smooth ride

    Who gave a smoother ride?

    Return earned for every unit of ups and downs. Higher is smoother.

    0.560.78✓

Qonfido rating

Quality vs peers in the same category. Premier is the top tier.

Same tier

DSP Small Cap
WatchStandardSelectPremier
Invesco India Small Cap
WatchStandardSelectPremier

What matters most to you?

Quick take for “Balanced”

Invesco India Small Cap comes out ahead — it grew money faster and gave a smoother ride for the return.

Based on the last 3 years of data. A starting point for research, not advice.

What could your money become?

If each fund repeated its last 3 years. Drag to try.

DSP Small Cap₹27.54 L
Invesco India Small Cap₹33.53 L

You’d put in ₹12.00 L. Invesco India Small Cap ends about ₹5.99 L ahead — that’s roughly 60 months of your SIP.

Illustration only. Past returns rarely repeat exactly.

Key numbers

MetricDSP Small Cap FundInvesco India Small Cap Fund
Qonfido ratingPremierPremier
3Y return (CAGR)14.8%18.0%
Worst fall (max drawdown)8.3%8.6%
Sharpe ratio (3Y)0.560.78
Beta (3Y)0.800.87
Fund size (AUM)₹13,377 Cr₹7,814 Cr
Category average 3Y return10.5%

Frequently asked questions

  • Which is better, DSP Small Cap Fund or Invesco India Small Cap Fund?

    Neither fund is better for every investor. Based on data as of 1 Nov 2026. Over the last 3 years, DSP Small Cap Fund returned 14.8% a year versus 18.0% for Invesco India Small Cap Fund. The category average was 10.5%. In its deepest fall over the same period, DSP Small Cap Fund dropped 8.3% versus 8.6% for Invesco India Small Cap Fund. Qonfido rates DSP Small Cap Fund Premier and Invesco India Small Cap Fund Premier within the Small Cap Fund peer group. Which fits depends on your goal, time horizon and comfort with falls. This comparison is educational research support, not personalised investment advice. Past performance does not indicate future returns.

  • Which has given higher returns, DSP Small Cap Fund or Invesco India Small Cap Fund?

    Based on data as of 1 Nov 2026. Over the last 3 years, DSP Small Cap Fund returned 14.8% a year versus 18.0% for Invesco India Small Cap Fund. The category average was 10.5%. This comparison is educational research support, not personalised investment advice. Past performance does not indicate future returns.

  • Which is less risky, DSP Small Cap Fund or Invesco India Small Cap Fund?

    Based on data as of 1 Nov 2026. In its deepest fall over the same period, DSP Small Cap Fund dropped 8.3% versus 8.6% for Invesco India Small Cap Fund. Sharpe ratio, a measure of return per unit of volatility, was 0.56 for DSP Small Cap Fund and 0.78 for Invesco India Small Cap Fund. Lower falls and a higher Sharpe ratio point to a smoother past ride, not a guarantee.

  • What is the Qonfido rating of DSP Small Cap Fund and Invesco India Small Cap Fund?

    Qonfido rates DSP Small Cap Fund Premier and Invesco India Small Cap Fund Premier within the Small Cap Fund peer group. Ratings compare funds with their category peers on risk-adjusted consistency and are explained on the Qonfido rating methodology page.

  • Should I invest in both DSP Small Cap Fund and Invesco India Small Cap Fund?

    Both funds sit in the Small Cap Fund category, so their portfolios can overlap and holding both may add limited diversification. Review holdings overlap, costs and your overall allocation before combining them. This comparison is educational research support, not personalised investment advice. Past performance does not indicate future returns.

Keep researching

Comparisons are educational research support only. They are not personalised investment advice, suitability assessments, or predictions of returns. Mutual fund investments are subject to market risks. Read scheme documents and consider your goals, horizon, and risk tolerance before investing.