82
Small CapStrong Buy
Invesco India Small Cap
Invesco · Direct–Growth · rank #2 of 36 by Smart Score
Data updated
Trailing returns
1 Year
18.6%
+10.0% vs index
3 Years
23.5%
+8.3% vs index
5 Years
20.7%
+5.2% vs index
Since launch
24.0%
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
+16.8%+7.2% vs index
Why this score
Invesco India Small Cap scores 82/100 — #2 of 36 Small Cap fund (Strong Buy). It stands out for 5y return and 3y return — beating 93% 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 return20.73% · 93rd percentile in category
3Y return23.49% · 90th percentile in category
Sharpe ratio0.93 · 89th percentile in category
Expense ratio0.64% · 90th percentile in category
Sortino ratio1.28 · 89th percentile in category
Alpha7.02 · 85th percentile in category
Top holdings
1.Sai Life Sciences Ltd.4.94%
2.Zomato Ltd4.62%
3.Krishna Institute Of Medical Sciences Ltd4.1%
4.Aditya Infotech Ltd.3.91%
5.Amber Enterprises India Ltd3.84%
65 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.