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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.41 | 66.09 | 1.86 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.23 | 52.41 | 1.53 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
BSE 250 Small Cap - TRI |
Small Cap funds invest in stocks of the companies ranking 251st onwards in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of small cap companies. These funds are relatively more riskier than mid-cap and large-cap funds
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Invesco India Smallcap Fund | 43.00% | 28.08% | 28.91% |
Nippon India Small Cap Fund | 36.71% | 30.09% | 27.48% |
HDFC Small Cap Fund | 29.08% | 25.89% | 21.41% |
SBI Small Cap Fund | 30.62% | 21.20% | 26.22% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Others
Holdings
3.66 %
Holdings
3.20 %
Holdings
2.71 %
Invesco is an independent investment management firm based in Atlanta, Georgia. The company has presence in 25 countries worldwide, serves clients from 120, and has a workforce of 8,000 employees globally.
No.of Schemes
37
Total AUM
₹ 1,06,218.51 Cr.
Taher Badshah
AUM: ₹29,142.91 Cr.
|
Exp: 18yrs
Aditya Khemani
AUM: ₹17,418.63 Cr.
|
Exp: 8yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%