Invesco India Small Cap Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹1,000

Invesco India Small Cap Growth Direct Plan

NAV
₹44.1800
-0.72%
(17 Jan)
AUM
6,298 Cr
TER
0.41%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+33.0%
+31.3%
+27.9%
+24.4%
+18.7%
+15.1%
3Y
+25.1%
+21.3%
+23.0%
+23.8%
+18.0%
+21.9%
5Y
NA
+28.9%
+30.8%
NA
+28.5%
+43.8%
ALL
+37.8%
+18.4%
+27.1%
+25.4%
+15.9%
+18.8%
VOL
17.2%
17.0%
18.1%
20.4%
-
15.2%
TER
0.4%
1.0%
0.4%
0.5%
-
0.7%
AUM
₹9,692 Cr
₹465 Cr
₹6,298 Cr
₹2,474 Cr
-
₹26,670 Cr
INFO
2.20
1.08
1.50
1.25
-
1.24
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Invesco India Small Cap (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Dec
Top holdings
Triparty Repo
6.7%
Aditya Birla Real Estate Ltd
3.4%
Kalyan Jewellers India Ltd
3.2%
360 One Wam Ltd Ordinary Shares
2.9%
PG Electroplast Ltd
2.7%
Multi Commodity Exchange of India Ltd
2.5%
Jyoti CNC Automation Ltd
2.5%
Krishna Institute of Medical Sciences Ltd
2.4%
BSE Ltd
2.3%
Central Depository Services (India) Ltd
2.1%
Top industry exposure
Industrials
21.3%
Financial Services
19.1%
Healthcare
15.6%
Consumer Cyclical
13.3%
Technology
12.2%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
32%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
To generate capital appreciation by investing predominantly in stocks of Smallcap companies.
Fund manager(s)
Aditya Khemani
Taher Badshah

FAQs