• Mutual Funds
  • Invesco Mutual Funds
  • Invesco India Smallcap Fund (Growth)
Invesco Mutual Funds

Invesco India Smallcap Fund (Growth)

EquitySmall Cap

21.02

NAV (Jan 24)

25.8%
Till Date CAGR
Scripbox Opinion

Neutral

Click here for top ranked funds in small cap mutual funds.

However, Scripbox does not recommend investing in small cap mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Track Record

4 Years. The Fund has a Short history for analysis. We recommend funds with longer history.

Relative Size

1,292 Cr. Medium within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

Invest in this fund
Explore a scientifically created Scripbox plan within this asset class.
Build Long Term Wealth

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • graph-icon-gray
    Historical growth rate of 12% per annum
  • graph-icon-gray
    Recommended Duration > 5 years
  • graph-icon-gray
    No Lock-in
  • graph-icon-gray
    Grow Wealth , Retirement , Kid's Education

No single fund can achieve what a plan can. Learn why

Historical NAV

21.02

NAV (Jan 24)

Fund Returns

Last 1Y

52.7%

Last 3Y

28.1%

Last 5Y

NA

Last 10Y

NA

Since Inception

25.8%

6 Month CAGR

4.9%

info-icon-blue

Scheme Information

Investment Objective

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.

Expense Ratio

2.16

Launched (4y ago)

Oct 30, 2018

AUM in Crores

1291.170

ISIN

INF205K011T7

Lock-in

No Lock-in

Benchmark

S&P BSE 250 SmallCap Index TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Pranav Gokhale

Fund Manager

user-avatar

Taher Badshah

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

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.

comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

₹ 23,716 cr

5

₹ 5,282 cr

5

₹ 5,841 cr

5

₹ 4,433 cr

5

₹ 3,651 cr

5

amc-icon

About the AMC

Invesco Asset Management (India) Private Ltd

Invesco Asset Management (India) Private Ltd manages assets worth 45,868 crores and was set up on 20 May 2005. It's current offering of mutual fund schemes includes 36 equity,111 debt and 14 hybrid funds.

amc-img

  • tel-amc-about
    022-67310000
  • mail-amc-about
    mfservices@invesco.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    17%

    12%

    17%

    12%

    17%

    12%

    22.6%

    15.7%

    3.9%

    6.5%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    Invesco India Smallcap Fund (G) Review

    Invesco India Smallcap Fund (G) is a Small Cap Equity fund and has delivered an annualised return of 25.8% over a period of 3 years. The fund is managed by Invesco Asset Management (India) Private Ltd. The fund managers are Pranav Gokhale, Taher Badshah.

    Nav of Invesco India Smallcap Fund (G) as of 24/01/2022 is ₹21.02 with the total AUM as of 25/01/2022 is ₹1291.17. 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 Index TR INR.

    Invesco India Smallcap Fund (G) is rated as a 2 fund in Equity and delivered 52.7% 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).

    Frequently Asked Questions

    What is Invesco India Smallcap Fund (G)?

    How to invest in Invesco India Smallcap Fund (G)?

    What is the minimum sip amount of Invesco India Smallcap Fund (G)?

    Is Invesco India Smallcap Fund (G) good to invest in?

    What is the expense ratio of the Invesco India Smallcap Fund (G)?