Which has the lower expense ratio, Invesco India Smallcap Fund - Direct Plan - Growth or JM Small Cap Fund (Regular) - Growth Option?

Invesco India Smallcap Fund - Direct Plan - Growth's expense ratio is 0.65% versus JM Small Cap Fund (Regular) - Growth Option's 0.96%. A lower expense ratio directly improves your net returns over the long term, all else being equal.

Can I invest in both Invesco India Smallcap Fund - Direct Plan - Growth and JM Small Cap Fund (Regular) - Growth Option?

Yes, but check for portfolio overlap first if both funds are in the same category — holding two funds with very similar underlying stocks reduces the diversification benefit of investing in more than one fund.

Invesco India Smallcap Fund - Direct Plan - Growth vs JM Small Cap Fund (Regular) - Growth Option

Q: Invesco India Smallcap Fund - Direct Plan - Growth vs JM Small Cap Fund (Regular) - Growth Option — which has given better returns?

Invesco India Smallcap Fund - Direct Plan - Growth has a 1-year return of 12.88% versus JM Small Cap Fund (Regular) - Growth Option's 13.74%. Compare NAV, expense ratio and star rating above before deciding, and check consistency over 3-5 years rather than a single year.

Side-by-side comparison of NAV, returns, expense ratio and star rating.

Invesco India Smallcap Fund - Direct Plan - Growth

Invesco Mutual Fund

★★★★★

Equity · Small Cap

JM Small Cap Fund (Regular) - Growth Option

JM Financial Mutual Fund

★★★★★

Equity · Small Cap

Metric	Invesco India Smallcap...	JM Small Cap Fund (Reg...
NAV	₹52.75	₹11.44
Star Rating	★★★★★	★★★★
Expense Ratio	0.65%	0.96%
AUM	₹13,420 Cr	₹729 Cr
1M Return	+10.24%	+9.91%
3M Return	+18.02%	+27.08%
6M Return	+17.06%	+23.44%
1Y Return	+12.88%	+13.74%
3Y CAGR	+25.83%	—
5Y CAGR	+21.53%	—
Risk Level	—	—
Fund Manager	Taher Badshah	Satish Ramanathan

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