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Invesco India Smallcap Fund - Direct Plan - Growth

Small Cap Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
65
Jul 2026
Equity Holdings
₹13,627.33 Cr
Equity only, excl. debt & cash
AAUM
₹11,462.48 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
21.4%
Diversified
Top 10 Weight
35.8%
Diversified
Changes
68
2 new · 4 exits
Top Sector
Healthcare Services
11.6% of portfolio
Launch Date
10 Oct 2018
8 years old

AAUM (Average Assets Under Management) of ₹11,462.48 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month Invesco India Smallcap Fund made 2 new additions and exited 4 stocks this month. The biggest new buy was Belrise Industries Ltd. (Auto Components) at 1.42% weight. Kirloskar Oil Engines Limited was the biggest exit (Industrial Products), which was held at 1.36%. Among existing holdings, Timken India Limited saw the biggest increase — now at 1.93% of the portfolio. Aditya Infotech Limited was trimmed the most, now at 3.91%. Sai Life Sciences Limited remains the top holding with Healthcare Services the dominant sector at 11.6%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
May 2026 Jun 2026
Sector Prev Curr Delta
Healthcare Services 12.1% 12.2% +0.1%
Banks 10.2% 9.7% -0.5%
Retailing 7.1% 9.0% +1.9%
Pharmaceuticals & Biotechnology 8.7% 7.8% -0.9%
Consumer Durables 7.7% 6.8% -0.9%
Industrial Products 5.5% 6.2% +0.7%
Transport Services 5.4% 5.5% +0.1%
Auto Components 4.9% 5.4% +0.5%
Industrial Manufacturing 4.8% 5.3% +0.5%
Capital Markets 5.9% 5.2% -0.7%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Healthcare Services 12.2% 11.6% -0.6%
Banks 9.7% 9.6% -0.1%
Retailing 9.0% 8.2% -0.7%
Pharmaceuticals & Biotechnology 7.8% 7.7% -0.1%
Auto Components 5.4% 6.4% +1.0%
Consumer Durables 6.8% 6.3% -0.5%
Industrial Products 6.2% 5.2% -1.0%
Transport Services 5.5% 5.0% -0.5%
Capital Markets 5.2% 4.6% -0.5%
Industrial Manufacturing 5.3% 4.6% -0.7%
🟢
Biggest New Buy
Belrise Industries Ltd.
1.42% weight · Auto Components
🔴
Biggest Exit
Kirloskar Oil Engines Limited
1.36% was held · Industrial Products
Biggest Add
Timken India Limited
+0.89% · now 1.93%
Biggest Trim
Aditya Infotech Limited
-0.64% · now 3.91%
🤝 Other funds also bought this month
Belrise Industries Ltd. 24 funds
Belrise Industries Ltd.
Motilal Oswal Manufacturing Fund - Direct Plan- Growth
SBI Resurgent India Opportunities Scheme
Motilal Oswal Infrastructure Fund-Direct-Growth + more
Syngene International Limited 6 funds
Syngene International Limited
SBI HEALTHCARE OPPORTUNITIES FUND - DIRECT PLAN -GROWTH
ADITYA BIRLA SUN LIFE PHARMA & HEALTHCARE FUND
Nippon India MNC Fund + more
👋 Other funds also exited
Swiggy Limited 32 funds
Swiggy Limited
Groww Nifty India Internet ETF FOF
Kotak Transportation & Logistics Fund-Direct Growth
Invesco India Technology Fund - Direct Plan - Growth + more
Kirloskar Oil Engines Limited 12 funds
Kirloskar Oil Engines Limited
Groww Nifty Smallcap250 ETF
DSP Midcap Fund - Direct Plan - Growth
Groww Nifty 500 Momentum 50 ETF FOF + more
Afcons Infrastructure Limited 6 funds
Afcons Infrastructure Limited
Groww Nifty Smallcap250 ETF
Mirae Asset Nifty Smallcap 250 ETF
Mirae Asset Nifty India Infrastructure & Logistics ETF + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 2 New Entries 🔴 4 Exits ↑ 16 Increased ↓ 46 Decreased
#StockSectorWeight (Jul 2026)
1
Belrise Industries Ltd.
₹205.79 Cr
Auto Components 1.42%
2
Syngene International Limited
₹42.72 Cr
Healthcare Services 0.30%
#StockSectorLast Weight (Jun 2026)
1
Kirloskar Oil Engines Limited
₹182.19 Cr
Industrial Products 1.36%
2
Swiggy Limited
₹156.79 Cr
Retailing 1.17%
3
Afcons Infrastructure Limited
₹89.45 Cr
Construction 0.67%
4
Trualt Bioenergy Ltd.
₹33.96 Cr
Agricultural Food & other Products 0.25%
#StockSectorJun 2026Jul 2026Change
1
Timken India Limited
₹279.54 Cr
Industrial Products 1.04% 1.93% +0.89%
2
Eternal Limited
₹668.32 Cr
Retailing 3.91% 4.62% +0.71%
3
PARADEEP PHOSPHATES LIMITED
₹369.17 Cr
Fertilizers & Agrochemicals 2.04% 2.55% +0.51%
4
Brigade Enterprises Limited
₹188.31 Cr
Realty 0.90% 1.30% +0.40%
5
ABB India Limited
₹225.12 Cr
Electrical Equipment 1.40% 1.56% +0.16%
6
Karur Vysya Bank Limited
₹331.48 Cr
Banks 2.14% 2.29% +0.15%
7
Sonata Software Limited
₹146.73 Cr
IT - Software 0.91% 1.01% +0.10%
8
Meesho Ltd
₹250.11 Cr
Retailing 1.64% 1.73% +0.09%
9
Chalet Hotels Limited
₹104.08 Cr
Leisure Services 0.64% 0.72% +0.08%
10
EIH Limited
₹89.47 Cr
Leisure Services 0.54% 0.62% +0.08%
#StockSectorJun 2026Jul 2026Change
1
Aditya Infotech Limited
₹566.49 Cr
Industrial Manufacturing 4.55% 3.91% -0.64%
2
InterGlobe Aviation Limited
₹515.01 Cr
Transport Services 3.99% 3.56% -0.43%
3
Krishna Institute Of Medical Sciences Limited
₹594.12 Cr
Healthcare Services 4.49% 4.10% -0.39%
4
Max Healthcare Institute Limited
₹502.96 Cr
Healthcare Services 3.86% 3.47% -0.39%
5
Amber Enterprises India Limited
₹555.26 Cr
Consumer Durables 4.20% 3.84% -0.36%
6
Trent Limited
₹272.95 Cr
Retailing 2.23% 1.89% -0.34%
7
BSE Limited
₹297.69 Cr
Capital Markets 2.36% 2.06% -0.30%
8
Kwality Walls (India) Limited
₹185.55 Cr
Food Products 1.57% 1.28% -0.29%
9
Go Digit General Insurance Limited
₹111.50 Cr
Insurance 1.06% 0.77% -0.29%
10
JK Lakshmi Cement Limited
₹180.45 Cr
Cement & Cement Products 1.45% 1.25% -0.20%

What Stocks Does This Fund Hold?

65 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹715.50 Cr
Pharmaceuticals & Biotechnology
4.94%
2
₹668.32 Cr
Retailing
4.62%
3
₹594.12 Cr
Healthcare Services
4.10%
4
₹566.49 Cr
Industrial Manufacturing
3.91%
5
₹555.26 Cr
Consumer Durables
3.84%
6
₹515.01 Cr
Transport Services
3.56%
7
₹502.96 Cr
Healthcare Services
3.47%
8
₹369.17 Cr
Fertilizers & Agrochemicals
2.55%
9
₹357.88 Cr
Auto Components
2.47%
10
₹340.29 Cr
Realty
2.35%
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🏦 Invesco Mutual Fund — Portfolio & Holdings
See all funds managed by Invesco Mutual Fund — conviction stocks, monthly entries & exits

Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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