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.
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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.
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.
Invesco Asset Management (India) Private Ltd manages assets worth 38,459 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.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Equity Funds
Debt Funds
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About Invesco India Smallcap Fund of Income Dist cum Capital Wtdrl (RIDCW-A)
About Invesco India Smallcap Fund of Income Dist cum Capital Wtdrl (RIDCW-A)
Invesco India Smallcap Fund of Income Dist cum Capital Wtdrl (RIDCW-A) is a small cap equity fund and has delivered an annualised return of 20.2% over a period of 3 years .The fund was previously known as Invesco India Smallcap Reg DR.The fund is managed by Invesco Asset Management (India) Private Ltd.The fund managers are Pranav Gokhale, Taher Badshah
Invesco India Smallcap Fund of Income Dist cum Capital Wtdrl (RIDCW-A) 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. However, there is no assurance that the objective of the scheme will be realized.
Invesco India Smallcap Fund of Income Dist cum Capital Wtdrl (RIDCW-A) NAV,AUM,Risk
The Invesco India Smallcap Fund of Income Dist cum Capital Wtdrl (RIDCW-A) fund was launched on Oct 30, 2018. The NAV (Net Asset Value) of this small cap equity as of 2021-05-11 is ₹ 15.93. The total AUM (Asset Under Management) of the fund as of 2021-05-12 is ₹ 904.674. The category risk of the Invesco India Smallcap Fund of Income Dist cum Capital Wtdrl (RIDCW-A) fund is Very High Risk.
The fund charges 2.34 % as expense ratio.
Invesco India Smallcap Fund of Income Dist cum Capital Wtdrl (RIDCW-A) Holdings
The fund’s highest allocation is towards equity and has invested 97.5% in this asset class. The top three holdings of the fund are v-mart retail ltd,vinati organics ltd and gujarat narmada valley fertilizers & chemicals ltd
Invesco India Smallcap Fund of Income Dist cum Capital Wtdrl (RIDCW-A) SIP
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.
Invesco India Smallcap Fund of Income Dist cum Capital Wtdrl (RIDCW-A) Investment volatility and Horizon
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 S&P BSE 250 SmallCap Index TR INR
Invesco India Smallcap Fund of Income Dist cum Capital Wtdrl (RIDCW-A) Review
Invesco India Smallcap Fund of Income Dist cum Capital Wtdrl (RIDCW-A) has a score of 2 on a scale of 5. The fund scores 2 out of 5 based on historical performance. As compared to the other funds in its category, Invesco India Smallcap Fund of Income Dist cum Capital Wtdrl (RIDCW-A) 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.
