83
Small CapStrong Buy
Invesco India Small Cap
Invesco · Direct–Growth · rank #1 of 36 by Smart Score
Data updated
Trailing returns
1 Year
14.2%
+9.4% vs index
3 Years
23.2%
+8.7% vs index
5 Years
20.2%
+5.5% vs index
Since launch
23.8%
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
+16.4%+6.6% vs index
Why this score
Invesco India Small Cap scores 83/100 — the top-rated Small Cap fund of 36 (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 return20.19% · 98th percentile in category
3Y return23.20% · 90th percentile in category
Sharpe ratio0.93 · 89th percentile in category
Expense ratio0.63% · 92nd percentile in category
Sortino ratio1.28 · 89th percentile in category
Alpha7.25 · 82nd percentile in category
Top holdings
1.Sai Life Sciences Ltd.5.04%
2.Zomato Ltd4.6%
3.Amber Enterprises India Ltd4%
4.Aditya Infotech Ltd.3.78%
5.Krishna Institute Of Medical Sciences Ltd3.54%
70 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.