OtherSmall Cap FundDirect · Growth
Invesco India Smallcap Fund - Direct Plan - Growth
Invesco · Scheme 145137
₹54.09▲ 0.46%NAV · 2026-09-18
Strong FundScore
AUM
₹14,475 cr
Expense ratio
0.63%
3Y CAGR
25.0%
Risk level
High
Min SIP
₹100
Benchmark
Nifty Smallcap 250 TRI
Fund manager: Taher BadshahExit load: Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
Strong · 74/100
A high-quality fund that scores well on the factors that matter.
🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.
📈 Why it could do well
- ✓Strong long-term record — 21.1% CAGR over 5 years.
- ✓Compounding well recently — 25.0% CAGR over 3 years.
- ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
- ✓Low cost — 0.63% expense ratio means more of the return stays with you.
- ✓3Y CAGR: +25.0%
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
📉 What could drag it down
- •Small Cap Funds are inherently higher-risk — best held 7+ years to ride out swings.
FundScore breakdown
74/100 · Strong
Returns
Excellent
Consistency
Excellent
Risk-adjusted
Average
Downside protection
Weak
Cost efficiency
Excellent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.