Invesco India Smallcap Fund – Direct Growth
₹ 500
Min SIP
₹ 1,000
Min Lumpsum
0.46 %
Expense Ratio
Rating
3,669
Fund Size (in Cr)
5 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 60.3% | 32.7% | 28.3% | 26.9% | ||||
| Category Average | 65.5% | 30.4% | 24% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
4.6
Alpha
4.41
SD
0.82
Beta
1.41
Sharpe
Exit Load
| Exit Load | if units are redeemed/switched out within 1 year from the date of allotment: if upto 10% of units allotted are redeemed / switched out - Nil any redemption / switch-out of units in excess of 10% of units allotted - 1%. if units are redeemed/switched out after 1 year from the date of allotment, no exit load is payable. |
|---|
Fund 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.
Fund Managers
Taher Badshah - Fund Manager
Mr Taher Badshah is a Top Fund Manager at Invesco Mutual Fund based in Mumbai, India. He has been a fund manager since 2011 and has been an expert in diverse fields of financial investments. He is an excellent advisor who has a profound knowledge of the market, in and out. He is a highly skilled investor who is well versed with the market trends and can easily determine the risks involved. He is always in line with the market, making him an outstanding fund manager. He is the ideal person for your investments, whether personal or professional.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Small Cap .
-
- 17,348
-
74.9%Fund Size - 17,348
-
41.7%Fund Size - 17,348
-
39.4%Fund Size - 17,348
-
- Equity .
- Small Cap .
-
- 45,749
-
60.9%Fund Size - 45,749
-
36.9%Fund Size - 45,749
-
31.4%Fund Size - 45,749
-
- Equity .
- Small Cap .
-
- 11,539
-
60.5%Fund Size - 11,539
-
34.6%Fund Size - 11,539
-
24.8%Fund Size - 11,539
-
- Equity .
- Small Cap .
-
- 27,574
-
53.3%Fund Size - 27,574
-
33.6%Fund Size - 27,574
-
24.4%Fund Size - 27,574
-
- Equity .
- Small Cap .
-
- 7,172
-
46.9%Fund Size - 7,172
-
31.3%Fund Size - 7,172
-
27.4%Fund Size - 7,172
AMC Contact Details
Invesco Mutual Fund
AUM:
74,378 Cr
Address:
2101-A, A Wing, 21st Floor, Marathon
Futurex, N.M.Joshi Marg,
Lower Parel, Mumbai 400 013.
Contact:
022 - 67310000
Email ID:
mfservices@invesco.com
More Funds from Invesco Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Sectoral / Thematic .
-
- 858
-
88%Fund Size - 858
-
41.2%Fund Size - 858
-
29%Fund Size - 858
-
- Equity .
- Contra .
-
- 13,903
-
47.9%Fund Size - 13,903
-
23.7%Fund Size - 13,903
-
20.2%Fund Size - 13,903
-
- Equity .
- Multi Cap .
-
- 3,166
-
46.5%Fund Size - 3,166
-
23.7%Fund Size - 3,166
-
20.7%Fund Size - 3,166
-
- Equity .
- Mid Cap .
-
- 4,280
-
53.4%Fund Size - 4,280
-
27.4%Fund Size - 4,280
-
24.1%Fund Size - 4,280
-
- Equity .
- Sectoral / Thematic .
-
- 960
-
75.3%Fund Size - 960
-
37.7%Fund Size - 960
-
29.1%Fund Size - 960
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 1,863
-
42.2%Fund Size - 1,863
-
21.5%Fund Size - 1,863
-
19.5%Fund Size - 1,863
-
- Equity .
- Large Cap .
-
- 12,577
-
34%Fund Size - 12,577
-
18.2%Fund Size - 12,577
-
18.9%Fund Size - 12,577
-
- Equity .
- Large Cap .
-
- 24,378
-
45.9%Fund Size - 24,378
-
27.4%Fund Size - 24,378
-
18.7%Fund Size - 24,378
-
- Equity .
- Large Cap .
-
- 53,505
-
42.1%Fund Size - 53,505
-
23.1%Fund Size - 53,505
-
18.7%Fund Size - 53,505
-
- Equity .
- Large Cap .
-
- 828
-
36.9%Fund Size - 828
-
20.6%Fund Size - 828
-
18.2%Fund Size - 828
Frequently Asked Questions
How to invest in Invesco India Smallcap Fund – Direct Growth ?
You can invest in Invesco India Smallcap Fund – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Invesco India Smallcap Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Invesco India Smallcap Fund – Direct Growth ?
The NAV of Invesco India Smallcap Fund – Direct Growth is ₹36.9 as of 23 April 2024.
How to redeem Invesco India Smallcap Fund – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Invesco India Smallcap Fund – Direct Growth?
The minimum SIP amount of Invesco India Smallcap Fund – Direct Growth is ₹500
What are the top sectors Invesco India Smallcap Fund – Direct Growth has invested in?
The top sectors Invesco India Smallcap Fund – Direct Growth has invested in are
- Consumer Durables - 10.3%
- Capital Markets - 9.84%
- Finance - 8.11%
- Auto Components - 7.73%
- Banks - 6.57%
Can I make investments in both the SIP and Lump Sum schemes of Invesco India Smallcap Fund – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of Invesco India Smallcap Fund – Direct Growth based on your investment objective and risk tolerance.
How much returns have Invesco India Smallcap Fund – Direct Growth generated ?
The Invesco India Smallcap Fund – Direct Growth has delivered 26.9% since inception
What is the expense ratio of Invesco India Smallcap Fund – Direct Growth ?
The expense ratio of Invesco India Smallcap Fund – Direct Growth is 0.46 % as of 23 April 2024.
What is the AUM of Invesco India Smallcap Fund – Direct Growth?
The AUM of Invesco India Smallcap Fund – Direct Growth is ₹74,378 Cr as of 23 April 2024
What are the top stock holdings of Invesco India Smallcap Fund – Direct Growth?
The top stock holdings of Invesco India Smallcap Fund – Direct Growth are
- Global Health - 3.29%
- Equitas Sma. Fin - 3.04%
- Century Textiles - 2.84%
- 360 ONE - 2.45%
- KEI Industries - 2.32%
How can I redeem my investments in Invesco India Smallcap Fund – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Invesco India Smallcap Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Invesco India Smallcap Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.