QUICK FUND SUMMARY
Invesco India Smallcap Fund Growth is an equity mutual fund managing assets worth ₹14,474.79 Cr. The current NAV is ₹48.82 as of Aug 27. It has delivered a 5-year CAGR of 19.87%. Investors can start with a minimum SIP amount of ₹500. The fund primarily holds Sai Life Sciences Ltd., Krishna Institute of Medical Sciences Ltd, Swiggy Ltd., Amber Enterprises India Ltd. and Multi Commodity Exchange Of India Ltd..





Invesco India Smallcap Fund Details
Fund Size | ₹14,474.79 Cr |
Type | Equity: Small Cap |
Minimum Investment | ₹500 |
NAV (Aug 27) | ₹48.82 |
Plan Type | Regular |
Launch Date | 30 Oct 2018 |
Lock in Period | 0 days |
Plan Option | Growth |
Expense Ratio | 1.85% |
Withdrawal Charge | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year. |
Invesco India Smallcap Fund Holdings
Get an overview of this fund's exposure across asset classes, market cap segments, securities, credit ratings, etc.
No Data
Invesco India Smallcap Fund Peer Comparison
Comparison of funds that belong to the same category, based on historical returns
| Funds | 1Y Returns | 3Y CAGR | 5Y CAGR |
|---|---|---|---|
Invesco India Smallcap Fund | +17.30% | +23.31% | +19.87% |
Nippon India Small Cap Fund | +12.03% | +16.37% | +19.71% |
HDFC Small Cap Fund | -0.37% | +11.12% | +15.47% |
Tata Small Cap Fund | -1.17% | +11.33% | +14.38% |
Returns Calculator
Monthly Investment
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Returns That Could Have Been Yours
3 years ago, had you invested:
₹3,600
You could have made a profit of:
₹1,455
Your Total Value could have reached:
₹5,055
Invesco India Smallcap Fund Risk Indicator
The risk of the scheme is very high
As per SEBI guidelines, we've provided a riskometer to help you gauge the potential risk level of a mutual fund, ensuring that your investments align with your financial goals and risk tolerance
FAQs on Invesco India Smallcap Fund
Invesco India Smallcap Fund is a Growth Equity mutual fund managed by Invesco Mutual Fund. It follows a High Momentum investment strategy. The fund is rated 75/100 on the CRISP scale.
The current NAV of Invesco India Smallcap Fund is ₹48.82 as of Aug 27.
You can invest in Invesco India Smallcap Fund directly on share.market by searching for the fund, selecting your preferred mode (SIP or Lumpsum), and completing your KYC-verified investment in a few steps.
The minimum SIP amount for Invesco India Smallcap Fund is ₹500.
The expense ratio of Invesco India Smallcap Fund is 1.85%.
Invesco India Smallcap Fund has an exit load as follows: exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
Invesco India Smallcap Fund has a CRISP Score of 75/100, indicating High consistency, relative risk within the acceptable range, investment style High on Momentum factor. CRISP stands for Consistency, Risk, and Investment Style of the Portfolio, helping evaluate fund performance quality and risk profile.
Short-term capital gains (STCG) on Invesco India Smallcap Fund are taxed at a flat rate of 20% (plus applicable surcharge and 4% health & education cess) if you redeem your units within 12 months of purchase. If you hold your units for more than 12 months, the gains are classified as Long-Term Capital Gains (LTCG) and taxed at 12.5% without indexation benefits, but only on the component of total equity capital gains that exceeds ₹1.25 Lakh in a single financial year. Gains up to ₹1.25 Lakh are tax-exempt. The information set out above is included for general information purposes only and does not constitute legal, financial or tax advice. Tax laws are complex and subject to frequent amendments by the Government of India. In view of the individual nature of the tax consequences, each investor is advised to consult his or her own tax consultant with respect to specific tax implications arising out of their participation in the mutual fund scheme.
Disclaimer: Past performance is not an indicator of future returns.
Mutual Fund investments are subject to market risks, read all scheme related documents and carefully for more information.

