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 21 years. As of 31 Dec 2025 the fund manages assets worth ₹9,716 Crores. The expense ratio is 0.4%.
This fund generated returns of 11.53% in the last 1 year. Since its inception, it has provided an average annual return of 21.48%.
The fund's investments are mainly concentrated in sectors like Healthcare Services, Banks, Pharmaceuticals & Biotech, Retailing and Finance.
The top five holdings in this fund include prominent companies such as Amber Enterp., Sai Life, Krishna Institu., Max Healthcare 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.
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