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NAVs as of 20 Aug 2026
Add a second fund to compare. Until then every figure below is shown against the Small Cap Fund median (37 funds), which is the only comparison one fund can support.
Growth of ₹100 (rebased over the selected window)
Common period 02 Nov 2018 – 20 Aug 2026, limited by Invesco India Smallcap Fund. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one.
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| Date | Invesco India Smallcap Fund | Nifty Smallcap 250 |
|---|---|---|
| 02 Nov 2018 | ₹100.00 | ₹100.00 |
| 27 Jun 2019 | ₹104.76 | ₹99.34 |
| 20 Feb 2020 | ₹124.48 | ₹100.54 |
| 14 Oct 2020 | ₹114.87 | ₹96.61 |
| 08 Jun 2021 | ₹186.22 | ₹161.20 |
| 01 Feb 2022 | ₹224.88 | ₹191.02 |
| 26 Sep 2022 | ₹221.80 | ₹173.91 |
| 21 May 2023 | ₹242.52 | ₹186.93 |
| 14 Jan 2024 | ₹345.39 | ₹281.17 |
| 07 Sep 2024 | ₹453.32 | ₹353.73 |
| 02 May 2025 | ₹410.70 | ₹296.66 |
| 26 Dec 2025 | ₹461.84 | ₹321.00 |
| 20 Aug 2026 | ₹538.95 | ₹354.32 |
| Metric | Invesco · Direct NAV ₹54.38 Very High risk ★★★★★ | Category median Small Cap Fund · 37 funds |
|---|---|---|
| +15.87% | +12.86% | |
| +25.13% | +18.08% | |
| +21.76% | +18.44% | |
| — | +17.52% | |
| +24.11% | +19.96% | |
| +23.05% | — | |
| +29.17% | +21.45% | |
| +29.52% | +21.03% | |
| — | +19.53% | |
| Risk | ||
| 17.95% | 17.14% | |
| 1.04 | 0.69 | |
| 1.42 | 0.93 | |
| -37.66% | -32.37% | |
| Nifty Smallcap 250 | — | |
| +8.18% | +2.27% | |
| 0.85 | 0.86 | |
| 102.1% | 88.4% | |
| 71.3% | 77.8% | |
| 0.64% | 0.92% | |
| ₹11,496Cr | ₹4,512Cr | |
| Up to 1.00% | — | |
| None | — | |
| ₹100 | — | |
| ₹100 | — | |
| 49% | 27% | |
| Taher Badshah · 7.9y | — | |
| 02 Nov 2018 | — | |
| 67 | — | |
| 37.4% | — | |
| 1.3% | — | |
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.