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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 (33 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 | ₹124.28 | ₹100.54 |
| 14 Oct 2020 | ₹115.16 | ₹96.61 |
| 08 Jun 2021 | ₹186.62 | ₹161.20 |
| 01 Feb 2022 | ₹225.27 | ₹191.02 |
| 26 Sep 2022 | ₹222.30 | ₹173.91 |
| 21 May 2023 | ₹243.01 | ₹186.93 |
| 14 Jan 2024 | ₹305.45 | ₹281.17 |
| 07 Sep 2024 | ₹400.89 | ₹353.73 |
| 02 May 2025 | ₹334.59 | ₹296.66 |
| 26 Dec 2025 | ₹376.21 | ₹321.00 |
| 20 Aug 2026 | ₹400.40 | ₹354.32 |
| Metric | Invesco · Direct · IDCW NAV ₹40.40 Very High risk ★★★☆☆ | Category median Small Cap Fund · 33 funds |
|---|---|---|
| +5.68% | +8.34% | |
| +13.27% | +12.83% | |
| +14.69% | +14.69% | |
| — | +12.38% | |
| +19.47% | +18.55% | |
| +13.59% | — | |
| +24.96% | +20.07% | |
| +25.08% | +18.54% | |
| — | +13.69% | |
| Risk | ||
| 20.37% | 17.90% | |
| 0.33 | 0.39 | |
| 0.42 | 0.51 | |
| -37.56% | -36.18% | |
| Nifty Smallcap 250 | — | |
| -1.72% | -1.29% | |
| 0.94 | 0.89 | |
| 90.1% | 85.1% | |
| 97.9% | 83.7% | |
| 0.64% | 0.87% | |
| ₹11,496Cr | ₹6,048Cr | |
| 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.