FundLens
82
Small CapStrong Buy

Invesco India Small Cap

Invesco · Direct–Growth · rank #1 / 36 Smart Score ke hisaab se

Data updated

Invesco India Small Cap ka score 82/100 hai — 36 mein se top-rated Small Cap fund (Strong Buy). Mazbooti: 5 saal ka return (category mein 93th percentile) aur 3 saal ka return (category mein 90th percentile).

Trailing returns

index ke muqable: Nifty Smallcap 250 (index-fund proxy)
1 saal
19.0%
+9.3% index ke muqable
3 saal
23.5%
+8.2% index ke muqable
5 saal
20.8%
+5.1% index ke muqable
Launch se
24.1%

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
17.7%

Risk metrics

Sharpe ratio
0.95
↑ jitna zyada, utna accha
Sortino ratio
1.30
↑ jitna zyada, utna accha
Std deviation
17.91
↓ jitna kam, utna accha
Alpha
6.89
↑ jitna zyada, utna accha
Beta
0.89
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.