Small cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
These funds invest in the smallest companies listed on the exchanges.
Early in their growth cycle, these companies have the potential for very high growth but this comes with very high uncertainty as the business is not yet proven.
Price fluctuations are highest in the stocks of these companies translating to high NAV fluctuations for the funds.Smaller companies also tend to have low trade volumes - exposing the fund to the risk of not being able to exit in a down market.While showing periodic spikes in performance,these funds have not done better than diversified equity funds over the long term.Investors are therefore better off investing in diversified funds rather than this category.
The performance of the fund on a Fund Size metric has been Poor
The performance of the fund on a Outperformance Consistency metric has been Good
NAV (Dec 7)
6 Month CAGR
To generate capital appreciation by investing predominantly in stocks of Smallcap companies. However,there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
Launched (5y ago)
Oct 30, 2018
AUM in Crores
S&P BSE 250 SmallCap TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Invesco India Smallcap Fund (Growth)||13,92,969||6,60,357||24.9%|
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
creditaccess grameen ltd ordinary shares3.6%
equitas small finance bank ltd ordinary shares3.1%
global health ltd2.7%
mrs bectors food specialities ltd ordinary shares2.4%
|Fund Name||Fund Size||Outperformance Consistency|
₹ 11,693 cr
₹ 11,883 cr
₹ 17,531 cr
₹ 10,816 cr
₹ 9,101 cr
Invesco Asset Management (India) Private Ltd
|Fund Name||Scripbox Opinion||Till Date CAGR|
Invesco India Smallcap Fund (G) is a Small Cap Equity fund and has delivered an annualised return of 24.4% over a period of 5 years. The fund is managed by Invesco Asset Management (India) Private Ltd. The fund managers are Aditya Khemani, Taher Badshah.
Nav of Invesco India Smallcap Fund (G) as of 12/7/2023 is ₹30.53 with the total AUM as of 12/8/2023 is ₹2869.238. With Scripbox you can compare and check the latest nav for all mutual funds in India. Invesco India Smallcap Fund (G) was launched on Oct 30, 2018. The category risk of the fund is Very High Risk.
The minimum SIP amount for Invesco India Smallcap Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Invesco India Smallcap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 250 SmallCap TR INR.
Invesco India Smallcap Fund (G) is rated as a 1 fund in Equity and delivered 37.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Invesco India Smallcap Fund (G).
What is Invesco India Smallcap Fund (G)?
How to invest in Invesco India Smallcap Fund (G)?
You can invest in Invesco India Smallcap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Invesco India Smallcap Fund (G)?
The minimum sip amount for Invesco India Smallcap Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Invesco India Smallcap Fund (G) good to invest in?
As per Scripbox experts, Invesco India Smallcap Fund (G) is a Not Recommended fund. You can investInvesco India Smallcap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Invesco India Smallcap Fund (G)?
The expense ratio of the Invesco India Smallcap Fund (G) is 1.9% for regular plan.