FundLens
81
Small CapStrong Buy

Invesco India Small Cap

Invesco · Direct–Growth · rank #2 / 36 Smart Score ke hisaab se

Data updated

Invesco India Small Cap ka score 81/100 hai — 36 mein #2 Small Cap fund (Strong Buy). Mazbooti: 3 saal ka return (category mein 90th percentile) aur 5 saal ka return (category mein 89th percentile).

Trailing returns

index ke muqable: Nifty Smallcap 250 (index-fund proxy)
1 saal
6.5%
+7.0% index ke muqable
3 saal
19.5%
+8.2% index ke muqable
5 saal
17.8%
+5.3% index ke muqable
Launch se
22.4%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2021
65.0%
2022
0.9%
2023
46.1%
2024
39.4%
2025
-1.6%
2026
9.0%

Risk metrics

Sharpe ratio
0.84
↑ jitna zyada, utna accha
Sortino ratio
1.08
↑ jitna zyada, utna accha
Std deviation
19.87
↓ jitna kam, utna accha
Alpha
7.75
↑ jitna zyada, utna accha
Beta
0.85
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.