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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.41 | 66.09 | 2.01 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.23 | 53.04 | 1.70 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
— |
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(IDCW) | 29.98% | 23.66% | 26.84% |
Nippon India Small Cap Fund(IDCW) | 26.76% | 22.04% | 22.18% |
HDFC Small Cap Fund(IDCW-Reinv) | 22.88% | 17.40% | 14.57% |
SBI Small Cap Fund(IDCW-Payout) | 31.07% | 21.56% | 22.39% |
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
₹ 1,09,368.15 Cr.
Taher Badshah
AUM: ₹30,239.44 Cr.
|
Exp: 18yrs
Aditya Khemani
AUM: ₹18,176.30 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%