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Invesco Mutual Funds

Invesco India Smallcap Fund (Growth)

EquitySmall Cap


NAV (Mar 31)

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

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.

Our analysis of this fundLearn how we rate funds ->

Fund Size


The performance of the fund on a Fund Size metric has been Poor

Outperformance Consistency


The performance of the fund on a Outperformance Consistency metric has been Satisfactory

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Investment Calculator

Investment Duration5 years


Total Investment


Wealth Gained


Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV


NAV (Mar 31)

Fund Returns

Last 1Y


Last 3Y


Last 5Y


Last 10Y


Since Inception


6 Month CAGR


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


Launched (5y ago)

Oct 30, 2018

AUM in Crores





No Lock-in


S&P BSE 250 SmallCap TR INR

SIP Minimum


Lumpsum Min.


Standard Deviation (3yr)


Standard Deviation (5yr)


Beta (3yr)


Beta (5yr)


Sharpe Ratio (3yr)


Sharpe Ratio (5yr)




Fund Managers

Fund Manager

Returns Calculator Comparison



with step up of

AssetReturnsTotal CorpusGainsCAGR
Invesco India Smallcap Fund (Growth)70%NaN NaN%
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.

Asset allocation and Holdings

Last updated on 2023-03-31

Top Stock Holdings

See all holdings

Compare Invesco India Smallcap Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,641 cr

₹ 10,129 cr

₹ 15,261 cr

₹ 10,129 cr

₹ 15,261 cr

About the AMC

Invesco Asset Management (India) Private Ltd

Invesco Asset Management (India) Private Ltd manages assets worth 47,678 crores and was set up on 20 May 2005. It's current offering of mutual fund schemes includes 36 equity,116 debt and 9 hybrid funds.


  • 022-67310000
  • mfservices@invesco.com
  • Fund NameScripbox Opinion
    Till Date CAGR











    Invesco India Smallcap Fund (G) Review

    Invesco India Smallcap Fund (G) is a Small Cap Equity fund and has delivered an annualised return of 18.2% over a period of 4 years. The fund is managed by Invesco Asset Management (India) Private Ltd. The fund manager’s name is null.

    Nav of Invesco India Smallcap Fund (G) as of 3/31/2023 is ₹21.17 with the total AUM as of 4/1/2023 is ₹1400.876. 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 2 fund in Equity and delivered 1.7% 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)?

    Invesco India Smallcap Fund (G) is a Small Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

    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 Neutral 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 2.2% for regular plan.