Invesco India Small Cap Fund

Mutual Fund

Invesco India Small Cap Fund

By Rajendra

Oct 24, 2022

Scheme Analysis

Category

Small Cap

Inception

Oct 30, 2018

Benchmark

Nifty SmallCap 250

AUM - 1,364 Cr

Fund Manager

Taher Badshah & Pranav Gokhale

Invesco India Small Cap Fund

Fund invests 65-100% in small cap companies with a view to generate capital appreciation over long term

Image Credit - Unsplash

Investment Strategy

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

Small cap means 251st company onwards in terms of full market capitalization

Image Credit - Unsplash

Investment Strategy

Consumer Durable

Auto Components

Industrial Product

Top 5 Sector 14.00

10.74

9.70

6.51

5.62

Finance

Bank

Scheme Performance Exit Load Upto 1 Year - 1.00%

As on 30Sep. 2022

1 Year

3 Year

Since Inception

Period

Returns

3.63%

28.30%

17.82%

SIP Performance Exit Load upto 1 year - 1%

As on 30 Sep. 2022

1 Year

3 Year

47 Month

Period

Value

12,472

55,164

78,440

Returns

7.40%

29.82%

26.92%

Monthly SIP of 1,000

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