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Enter a Single character of a Scheme :
21 Sep 2026 | 20:09 IST
Invesco India Smal Cap Fund - Regular (G)
Summary Info
Fund Name : Invesco Mutual Fund
Scheme Name : Invesco India Smal Cap Fund - Regular (G)
AMC : Invesco Mutual Fund
Type : OPEN
Category : Equity - Diversified
Launch Date : 10-Oct-18
Fund Manager : Taher Badshah
Net Assets:(Rs. cr) 15744.40
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception
Latest Payouts
  Dividends Bonus
Quantum of Dividend % NA NA
Date NA NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 100
Increm.Investment(Rs.) : 100
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Returns -0.52 0.06 5.59 23.93 12.81 21.55 18.51 22.05
Category Avg -0.19 -1.71 1.76 10.68 2.64 12.65 11.91 13.10
Category Best 1.26 9.85 19.91 39.09 29.97 37.07 23.05 40.75
Category Worst -2.54 -4.97 -6.60 -6.48 -19.00 -4.74 -0.42 -12.27
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
1.1026 5.6432 0.8656 15.3937 0.0564
Holdings Date :31-Aug-26
Company Name% Hold
Sai Life 5.04
Eternal 4.60
Amber Enterp. 4.00
Aditya Infotech 3.78
Krishna Institu. 3.54
Interglobe Aviat 3.31
Max Healthcare 3.03
Craftsman Auto 2.58
Paradeep Phosph. 2.55
Dr Agarwal's Hea 2.44
Prestige Estates 2.31
Karur Vysya Bank 2.14
RBL Bank 2.13
Global Health 2.06
Federal Bank 1.91
A B B 1.90
Corona Remedies 1.82
Meesho 1.79
Timken India 1.78
Kwality Wall's 1.73
Manipal Health 1.70
BSE 1.70
Trent 1.66
Aether Industri. 1.54
L&T Finance Ltd 1.52
Angel One 1.47
Ethos 1.42
Brigade Enterpr. 1.35
Wework India 1.34
Belrise Industri 1.28
CEAT 1.28
IndusInd Bank 1.28
AU Small Finance 1.26
Delhivery 1.25
Anand Rathi Wea. 1.12
ZF Commercial 1.09
Leela Palaces Ho 1.08
JK Lakshmi Cem. 1.08
Chola Financial 1.02
Safari Inds. 0.98
Ingersoll-Rand 0.98
A B Real Estate 0.90
Sonata Software 0.84
Carborundum Uni. 0.81
Bansal Wire Inds 0.77
Jyoti CNC Auto. 0.77
BEML Ltd 0.75
Chalet Hotels 0.74
Go Digit General 0.72
Gaja Alternative 0.65
Grindwell Norton 0.60
City Union Bank 0.60
C D S L 0.55
Foseco India 0.49
Phoenix Mills 0.49
EIH 0.49
Zensar Tech. 0.49
Innova Captab 0.43
Syngene Intl. 0.33
Max Estates 0.32
Neogen Chemicals 0.31
J K Cements 0.28
Orchid Pharma 0.28
SPR Auto Technol 0.24
Mrs Bectors 0.20
Birla Corpn. 0.15
Aster DM Quality 0.14
Deepak Nitrite 0.04
Milky Mist Dairy 0.03
KSB 0.00
TREPS 5.19
Net CA & Others -0.44
Asset Allocation
             SEBI Common Reg. No. INZ000206338          MAPIN NO:10014845        CDSL : IN-DP-CDSL-291-2005
MERCHANT BANKING REGISTRATION NO : NM000011575
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