81
Small CapStrong Buy
Invesco India Small Cap
Invesco · Direct–Growth · rank #2 of 36 by Smart Score
Data updated
Trailing returns
1 Year
9.0%
+5.8% vs index
3 Years
20.5%
+8.0% vs index
5 Years
17.6%
+5.2% vs index
Since launch
22.9%
Year-by-year performance
2021
+65.0%+3.7% vs index
2022
+0.9%+4.3% vs index
2023
+46.1%-2.2% vs index
2024
+39.4%+12.9% vs index
2025
-1.6%+4.1% vs index
2026
+11.7%+5.9% vs index
Why this score
Invesco India Small Cap scores 81/100 — #2 of 36 Small Cap fund (Strong Buy). It stands out for 3y return and 5y return — beating 90% of peers on 3y return. It has no major weak spot vs the category.
Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.
3Y return20.50% · 90th percentile in category
5Y return17.56% · 89th percentile in category
Sharpe ratio0.84 · 90th percentile in category
Expense ratio0.63% · 93rd percentile in category
Sortino ratio1.07 · 90th percentile in category
Alpha7.75 · 85th percentile in category
Top holdings
1.Sai Life Sciences Ltd.5.14%
2.Zomato Ltd4.38%
3.Aditya Infotech Ltd.3.98%
4.Amber Enterprises India Ltd3.69%
5.Krishna Institute Of Medical Sciences Ltd3.42%
75 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.