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

Invesco India Small Cap Growth Direct Plan

NAV
₹40.7100
+0.35%
(3 Apr)
AUM
5,312 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 below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+17.5%
+12.7%
+9.1%
+5.3%
+2.1%
-2.5%
3Y
+25.8%
+22.2%
+25.0%
+17.2%
+20.4%
+20.9%
5Y
+38.7%
+37.2%
+34.4%
+36.3%
+36.9%
+51.8%
ALL
+34.1%
+24.4%
+22.4%
+16.3%
+20.7%
+17.6%
VOL
17.5%
18.4%
20.7%
-
15.8%
15.4%
TER
0.5%
0.4%
0.6%
-
1.0%
0.7%
AUM
₹8,475 Cr
₹5,312 Cr
₹2,011 Cr
-
₹11,257 Cr
₹22,832 Cr
INFO
1.94
1.33
1.08
-
1.32
1.15
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 28th Feb
Top holdings
Triparty Repo
5.0%
Multi Commodity Exchange of India Ltd
3.8%
Aditya Birla Real Estate Ltd
3.6%
360 One Wam Ltd Ordinary Shares
2.8%
BSE Ltd
2.6%
Krishna Institute of Medical Sciences Ltd
2.5%
Global Health Ltd
2.5%
PG Electroplast Ltd
2.3%
Mrs Bectors Food Specialities Ltd Ordinary Shares
2.3%
Vishal Mega Mart Ltd
2.2%
Top industry exposure
Industrials
21.8%
Financial Services
21.3%
Healthcare
18.3%
Consumer Cyclical
11.6%
Technology
8.8%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
30%
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