FundLens
84
Small CapStrong Buy

Invesco India Small Cap

Invesco · Direct–Growth · rank #2 of 36 by Smart Score

Trailing returns

vs Nifty Smallcap 250 (index-fund proxy)
1 Year
10.0%
+9.9% vs index
3 Years
24.1%
+6.2% vs index
5 Years
20.5%
+5.5% vs index
Since launch
23.9%

Year-by-year performance

last entry = YTD
2021
+65.0%
2022
+0.9%
2023
+46.1%
2024
+39.4%
2025
-1.6%
2026
+13.3%

Why this score

Invesco India Small Cap scores 84/100 — #2 of 36 Small Cap fund (Strong Buy). It stands out for 5y return and 3y return — beating 98% of peers on 5y 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.

5Y return20.47% · 98th percentile in category
3Y return24.14% · 90th percentile in category
Sharpe ratio0.99 · 92nd percentile in category
Sortino ratio1.35 · 92nd percentile in category
Expense ratio0.67% · 82nd percentile in category
Alpha5.05 · 84th percentile in category

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