Invesco India Small Cap Fund SIP Calculator
Calculate historical returns and project future compounding for Invesco Small Cap. Test different monthly amounts, tenures, and step-up scenarios using real historical NAV performance.
Category
Small Cap
AUM
₹15,744 Cr
Expense Ratio
0.63%
Fund Manager
Taher Badshah
Invesco Small Cap Historical SIP Performance & Returns Table
Historical value of standard monthly SIP investments based on actual fund CAGRs.
| Monthly SIP | 3 Years @ 22.1% CAGR | 5 Years @ 19.6% CAGR | 10 Years @ 19.6% CAGR |
|---|---|---|---|
| ₹1,000/mo | ₹51,360 Invested: ₹36,000 | ₹1,02,115 Invested: ₹60,000 | ₹3,71,386 Invested: ₹1,20,000 |
| ₹2,500/mo | ₹1,28,401 Invested: ₹90,000 | ₹2,55,287 Invested: ₹1,50,000 | ₹9,28,465 Invested: ₹3,00,000 |
| ₹5,000/mo | ₹2,56,802 Invested: ₹1,80,000 | ₹5,10,573 Invested: ₹3,00,000 | ₹18,56,930 Invested: ₹6,00,000 |
| ₹10,000/mo | ₹5,13,603 Invested: ₹3,60,000 | ₹10,21,147 Invested: ₹6,00,000 | ₹37,13,860 Invested: ₹12,00,000 |
| ₹25,000/mo | ₹12,84,008 Invested: ₹9,00,000 | ₹25,52,867 Invested: ₹15,00,000 | ₹92,84,650 Invested: ₹30,00,000 |
* Projections calculated using actual historical 3-year (22.09%), 5-year (19.55%), and 10-year (19.55%) performance data. Actual mutual fund returns fluctuate with market NAV.
About Invesco India Small Cap Fund
A fast-growing small-cap fund seeking capital appreciation from high-potential emerging small-cap companies.
Investment Strategy
Discovers high-growth small-cap opportunities early before broad market recognition.
Key Facts
- High-growth small-cap stock discovery
- Expense ratio: 0.64% (Direct)
- Benchmark: BSE 250 SmallCap TRI
Historical Returns
3-Year CAGR
22.09%
5-Year CAGR
19.55%
10-Year CAGR
Benchmark
BSE 250 SmallCap TRI
Returns are illustrative based on historical performance. Actual returns may vary. Verify with AMC before investing.
Top Holdings & Sector Allocation
As of September 2026, Invesco Small Cap's portfolio includes:
Top 5 Holdings
- Equitas Small Finance Bank
- Timken India
- KNR Constructions
- Apollo Pipes
- Craftsman Automation
Sector Allocation
Who Is This Fund Suitable For?
Ideal for aggressive long-term investors seeking high return potential with a 7+ year horizon.
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Or compare side by side using our main SIP calculator — you can test different funds with the same investment amount and dates to see which performed better.
Other Tools for Invesco Small Cap Investors
- FIRE Calculator — Plan your retirement corpus with Invesco Small Cap as part of your portfolio
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- SIP vs EMI Calculator — Compare investing in Invesco Small Cap vs paying off loans
Frequently Asked Questions About Invesco Small Cap
What is the historical SIP return of Invesco Small Cap?
Based on the latest data, Invesco Small Cap has delivered an annualized return (CAGR) of 22.09% over 3 years, 19.55% over 5 years, and undefined over 10 years. Past performance does not guarantee future results.
How is Invesco Small Cap SIP return calculated?
SIP returns are calculated using the XIRR (Extended Internal Rate of Return) method. Each monthly installment buys units at the fund's Net Asset Value (NAV) on that specific day. When markets are down, your SIP buys more units, and when markets are up, it buys fewer units (rupee cost averaging). Our calculator replays this exact process using historical NAV data to compute the precise current value of your accumulated units.
How much return would ₹5,000 monthly SIP in Invesco Small Cap generate over 5 years?
At an estimated annual return rate of 19.55%, a monthly ₹5,000 investment (₹3,00,000 total invested) would grow to approximately ₹5,10,573 in 5 years, yielding an estimated wealth gain of ₹2,10,573. Use our interactive calculator above to test custom amounts with actual historical NAV data.
What are the top holdings in Invesco Small Cap?
Invesco Small Cap's top holdings include Equitas Small Finance Bank, Timken India, KNR Constructions, and Apollo Pipes. The fund's sector allocation is diversified across multiple sectors.
What is the risk profile of Invesco Small Cap?
Invesco Small Cap is a Small Cap fund with moderate to high risk depending on market conditions. Investors should assess their risk tolerance before investing..
What are the tax implications of investing in Invesco Small Cap?
Gains from Invesco Small Cap are subject to capital gains tax. Equity funds held over 1 year qualify for LTCG at 12.5% on gains above ₹1.25 lakh per year. Consult a tax advisor for your specific situation.
Data last updated: September 2026 | Fund data sourced from AMFI and BSE public APIs
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