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

Invesco India Small Cap Growth Direct Plan

NAV
₹46.8600
-1.70%
(25 Jul)
AUM
7,425 Cr
TER
0.44%
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
+11.1%
+10.5%
+4.4%
+1.2%
-4.0%
-4.3%
3Y
+34.1%
+29.9%
+31.6%
+23.7%
+27.3%
+29.4%
5Y
+37.1%
+34.6%
+30.0%
+32.6%
+34.3%
+42.5%
ALL
+35.4%
+25.8%
+23.8%
+16.1%
+21.4%
+18.2%
VOL
17.6%
18.4%
20.7%
-
15.8%
15.4%
TER
0.4%
0.4%
0.5%
-
0.9%
0.7%
AUM
₹12,982 Cr
₹7,425 Cr
₹2,641 Cr
-
₹13,995 Cr
₹29,629 Cr
INFO
2.01
1.40
1.15
-
1.36
1.18
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 30th Jun
Top holdings
Multi Commodity Exchange of India Ltd
5.1%
InterGlobe Aviation Ltd
4.6%
Aditya Birla Real Estate Ltd
3.4%
BSE Ltd
3.4%
Swiggy Ltd
3.3%
Cholamandalam Financial Holdings Ltd
3.2%
Krishna Institute of Medical Sciences Ltd
3.1%
Sai Life Sciences Ltd
3.0%
Triparty Repo
2.7%
Global Health Ltd
2.4%
Top industry exposure
Financial Services
29.2%
Healthcare
19.4%
Industrials
19.1%
Consumer Cyclical
13.8%
Basic Materials
6.3%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹1,000
Additional lumpsum
₹1,000
Portfolio turnover
50%
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