Neutral
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.
Track Record
3 Years. The fund has an Extended history for analysis and the track record is excellent.
Relative Size
856 Cr. Medium within the category
Category View
Relatively Poor. The category has a relatively poor investment outlook
Consistency Of Performance
Relatively moderate. The historical performance of the fund has been OK
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Scheme Information
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.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Very High Risk
2.33 %
Expense Ratio
Oct 30, 2018
Launched (3y ago)
₹ 856
AUM in Crores
INF205K011T7
ISIN
No Lock-in
Lock-in
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 93,338 | 5.00% |
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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with Equity Funds
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Track Record
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Age
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Diversified
Recommended
Top Ranked
14 Years
Age
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Tax Saving
Recommended
Top Ranked
6 Years
Age
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Index Funds
Recommended
Top Ranked
21 Years
Age
Track Record
About the AMC
Invesco Asset Management (India) Private Ltd
Invesco Asset Management (India) Private Ltd manages assets worth 36,896 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.
Diversified
Recommended
Top Ranked
₹ 3,659 Cr
Fund Size
7.9%
3Y returns
Diversified
Top Ranked
₹ 3,659 Cr
Fund Size
7.9%
3Y returns
Diversified
Top Ranked
₹ 3,659 Cr
Fund Size
7.9%
3Y returns
Liquid
Top Ranked
₹ 5,932 Cr
Fund Size
5%
3Y returns
Large Cap
Top Ranked
₹ 290 Cr
Fund Size
7.8%
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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Invesco India Smallcap Fund (G) is a small cap equity fund and has delivered an annualised return of 18.2% 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
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. However, there is no assurance that the objective of the scheme will be realized.
The Invesco India Smallcap Fund (G) fund was launched on Oct 30, 2018. The NAV (Net Asset Value) of this small cap equity as of 2021-04-20 is ₹ 15.12. The total AUM (Asset Under Management) of the fund as of 2021-04-21 is ₹ 855.680. The category risk of the Invesco India Smallcap Fund (G) fund is Very High Risk. The fund charges 2.33 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 98.0% in this asset class. The top three holdings of the fund are v-mart retail ltd,graphite india ltd shs dematerialised and kec international ltd
The minimum SIP (Systematic Investment Plan) amount for this 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.
This fund 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
Invesco India Smallcap Fund (G) has a score of 2 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, Invesco India Smallcap Fund (G) has a score of 3 out of 5. Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.