Invesco India Small Cap Fund

Mutual Fund

By Rajendra Oct 24, 2022 Scheme Analysis

Investment Strategy

[{"selector":"#anim-f8f0b3db-0940-4913-afa0-6ed14f61033b","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-872de3da-9f69-4f87-ac5e-42960ae6d35c","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] Fund invests 65-100% in small cap companies with a view to generate capital appreciation over long term Image Credit - Unsplash

Top 5 Holding

Timken India Craftsman Automation Rolex Rings Teamlease Services VIP Inds 3.94 3.72 2.99 2.78 2.76 Total 16.39

Investment Strategy

[{"selector":"#anim-e9bc0f2d-cbe0-413f-a8b2-84fde439d922","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-324ccba7-2bee-4566-afae-5fe0b686fe06","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] Small cap means 251st company onwards in terms of full market capitalization Image Credit - Unsplash

Consumer Durable

14.00 10.74 9.70 6.51 5.62

Scheme Performance

[{"selector":"#anim-725c288a-6b0e-40b3-b467-2227d0725296","keyframes":{"transform":["translate3d(-109.63855%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-107fef9c-66cb-4baa-8765-1d99339003e1","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-62bba7d9-0ad8-4789-bad7-ddcb5a2bb929","keyframes":{"transform":["scale(0.15)","scale(1)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"forwards"}] Thick Brush Stroke Upto 1 Year - 1.00% Scribbled Arrow As on 30Sep. 2022 1 Year 3 Year Since Inception 3.63% 28.30% 17.82%

SIP Performance

Thick Brush Stroke upto 1 year - 1% Scribbled Arrow As on 30 Sep. 2022 1 Year 3 Year 47 Month 12,472 55,164 78,440 7.40% 29.82% 26.92% Monthly SIP of 1,000

More Stories

[{"selector":"#anim-3df9ae95-c337-412f-9996-0422f146be01","keyframes":{"opacity":[0,1]},"delay":0,"duration":1500,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-27dfe9c5-f513-4a70-be1d-5532f7e091f8","keyframes":{"transform":["translate3d(-170.42254%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":1500,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-755b619d-7533-454a-9b8b-3c16a4d3eb7b","keyframes":{"opacity":[0,1]},"delay":200,"duration":1000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-14554144-a260-4da1-be95-1ae66a889839","keyframes":{"transform":["translate3d(-151.3834%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":200,"duration":1000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-eec93a46-5378-485b-9d4f-4a8046c04515","keyframes":{"opacity":[0,1]},"delay":250,"duration":1000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-885bf48c-a994-46ca-a501-15bb8be24991","keyframes":{"transform":["translate3d(-155.04202%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":250,"duration":1000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-a5d0dae8-dd3f-4d94-8752-4adace1d06c7","keyframes":{"opacity":[0,1]},"delay":300,"duration":1000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-6749ad04-9654-4068-8a98-5902244c324e","keyframes":{"transform":["translate3d(-156.19468%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":300,"duration":1000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-431d714c-13ce-4439-90f1-6b43c58cbef7","keyframes":{"opacity":[0,1]},"delay":200,"duration":1000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-a48374cc-1c3b-4d77-95b4-f16bc416c527","keyframes":{"transform":["translate3d(-131.91488%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":200,"duration":1000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-02f29d0c-f06d-4a7a-841b-2f000a7b59b8","keyframes":{"opacity":[0,1]},"delay":250,"duration":1000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-37611e19-b7b9-4b71-9ac7-e872c8a12282","keyframes":{"transform":["translate3d(-131.91488%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":250,"duration":1000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-666d5529-610a-42f8-a6fc-4c1c1aa88eb8","keyframes":{"opacity":[0,1]},"delay":300,"duration":1000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-5b558767-b120-492e-8f1e-bf2d94bc8995","keyframes":{"transform":["translate3d(-131.91488%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":300,"duration":1000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] Best small cap fund Tata Small Cap Fund SBI Small Cap Fund

Mutual Fund

Invesco India Small Cap Fund

Category

Inception

Benchmark

AUM - 1,364 Cr

Fund Manager

Taher Badshah & Pranav Gokhale