Investment type
Invesco India Smallcap Fund - Direct (G) is a mutual fund under the Small Cap category, managed by Invesco Mutual Fund. It was launched on 20 May 2005, and has been active for over 20 years. As of 30 Jun 2025 the fund manages assets worth ₹7,425 Crores. The expense ratio is 0.44%.
This fund generated returns of 9.88% in the last 1 year. Since its inception, it has provided an average annual return of 25.91%.
The fund's investments are mainly concentrated in sectors like Capital Markets, Pharmaceuticals & Biotech, Electrical Equipments, Consumer Durables and Healthcare Services.
The top five holdings in this fund include prominent companies such as Multi Comm. Exc., Interglobe Aviat, A B Real Estate, BSE and Swiggy.
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.
Small cap funds are high-risk as they invest in smaller, less-established companies that can be very volatile.
Yes, if you have a high-risk appetite and are seeking high growth over the long term.
A long-term holding period of five to ten years is ideal to capture growth in small companies.
Yes, though staying invested long-term can increase your chances of benefiting from substantial growth.
These funds generally have higher expenses, ranging from 1.5% to 2.5%, due to intensive management.
By joining our referral program, you agree to our Terms of Use
Powered by Viral Loops.
Invest as little as Re.1 in US Stocks
