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Invesco Mutual Fund · Equity · Small Cap · Regular plan

Invesco India Small Cap Fund - Regular Plan - Growth

₹46NAV on 2 Nov 2026Expense ratio 1.84%
3 Nov 2025NAV low 36.58 · high 48.83+6.4%

In plain words

Over 3 years it returned +18.5% a year, against +8.0% for its benchmark index.

Its worst fall from a peak in the last 3 years was -23.6%.

On 3-year return it ranks 3 of 24 funds in Small Cap.

A monthly SIP over 5 years ended ₹38,203 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

PeriodFundBenchmark
1 month-0.9%+4.6%
3 months-2.3%-3.8%
6 months+9.9%-1.6%
1 year+7.3%-8.1%
3 years (yearly)+18.5%+8.0%
5 years (yearly)+16.5%+6.5%
Since start (yearly)+20.9%+11.3%

Monthly SIP of ₹10,000

PeriodInvestedValue nowYearly return
1 year₹1,20,000₹1,28,243+12.9%
3 years₹3,60,000₹4,26,933+11.4%
5 years₹6,00,000₹9,32,745+17.7%

Other plan of this fund: Invesco India Small Cap Fund - Direct Plan - Growth

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