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.
No single fund can achieve what a plan can. Learn why
Historical NAV
₹ 21.31
NAV (Oct 21)
Fund Returns
Last 1Y
91.3%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
28.9%
6 Month CAGR
40.9%
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 46,890 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.
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
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Sub-asset Class View
We check if the sub-category of the fund is recommended by us.
Fund 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.
Fund 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 Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
How to invest in best mutual funds?
Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.
01
Choose a plan
Choose a plan to invest to start investing
02
Create an Account
Create an account with Scripbox through a paperless process, to invest in this fund.
03
Invest online & transfer
Invest via netbanking, UPI or through an SIP (eNACH mandate).
04
Track your investments
Track, invest more and withdraw your investments through the Scripbox dashboard
TRUST
4100+Crores
2500+Cities
7200+Customers
We manage to deliver better strategies to people who trust us.
We thrive on trust. You don’t need to just take our word for it! Get started with your wealth creation without worry.
Investing has helped me dream bigger for my lifeDr. Shraddha BahirwaniSr. Dental Consultant
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 28.9% over a period of 2 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 fund as of 2021-10-21 is ₹21.31. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹1205.238. 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 2.26 % 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 98.3% in this asset class. The top three holdings of the fund are , v-mart retail ltd , birla corp ltd , tci express ltd , kec international ltd , pnc infratech ltd , j.b. chemicals & pharmaceuticals ltd , craftsman automation ltd , mtar technologies ltd , krishna institute of medical sciences ltd , knr constructions ltd , uti asset management co ltd , persistent systems ltd , kei industries ltd , kajaria ceramics ltd , jamna auto industries ltd , orient electric ltd ordinary shares , vip industries ltd , indigo paints ltd ordinary shares , balrampur chini mills ltd , teamlease services ltd , radico khaitan ltd , equitas holding ltd , birlasoft ltd , minda industries ltd , accelya solutions india ltd , iifl wealth management ltd ordinary shares , indian bank , prince pipes and fittings ltd ordinary shares , dfm foods ltd , tata elxsi ltd , vinati organics ltd , jk lakshmi cement ltd , l&t technology services ltd , indiamart intermesh ltd , ahluwalia contracts (india) ltd , atul ltd , jk paper ltd , aarti drugs ltd , bharat electronics ltd , rolex rings ltd , apex frozen foods ltd , windlas biotech ltd , repco home finance ltd , ratnamani metals & tubes ltd , timken india ltd , ptc india ltd , angel one ltd ordinary shares , krsnaa diagnostics ltd , triparty repo , net receivables / (payables)
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 2 out of 5 based on consistency of performance over various years / tenures.
