TickerKhojInvesco Mutual Fund · Equity · Small Cap · Direct plan
Invesco India Small Cap Fund - Direct Plan - Growth
₹51.1NAV on 30 Oct 2026Expense ratio 0.64%
29 Oct 2025NAV low 40.9 · high 54.88+6.1%
In plain words
Over 3 years it returned +20.3% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -23.4%.
On 3-year return it ranks 3 of 24 funds in Small Cap.
A monthly SIP over 5 years ended ₹37,486 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -3.0% | +1.9% |
| 3 months | -3.0% | -5.1% |
| 6 months | +9.1% | -3.2% |
| 1 year | +6.2% | -10.2% |
| 3 years (yearly) | +20.3% | +7.4% |
| 5 years (yearly) | +18.1% | +6.5% |
| Since start (yearly) | +22.5% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,28,180 | +11.3% |
| 3 years | ₹3,60,000 | ₹4,38,003 | +12.5% |
| 5 years | ₹5,90,000 | ₹9,48,080 | +18.8% |
Other plan of this fund: Invesco India Small Cap Fund - Regular Plan - Growth