Invesco Mutual Fund
Flexi Cap · Direct Plan · Growth · Live NAV & returns (MFAPI); TER/AUM/managers illustrative
Benchmark · Nifty 500 Multicap TRI
Invesco India Flexi Cap Fund - Direct Plan - Growth is an open-ended flexi cap scheme managed by Invesco Mutual Fund. The objective is long-term capital appreciation through disciplined diversification.
Annualised returns versus benchmark — validate against official AMC factsheets before investing.
| Period | Fund CAGR | Benchmark | Active (illustrative) |
|---|---|---|---|
| 1 Year | -0.2% | -2.3% | +2.1% |
| 3 Years | +19.2% | +16.8% | +2.4% |
| Since inception | +19.2% | +17.9% | +1.3% |
Downside and volatility diagnostics — combine with horizon and liquidity needs when sizing allocations.
Std. deviation (3Y ann.)
14%
Higher dispersion implies wider NAV swings.
Beta vs benchmark
0.89
Category avg beta 0.98.
Sharpe (risk-adjusted)
1.03
Illustrative ratio — use alongside drawdowns.
Max drawdown (stress)
-16.1%
Peak-to-trough NAV decline on modelled history.
3Y alpha
+2.1%
Versus benchmark on illustrated methodology.
Top positions and sector sleeves — illustrative placeholder data; MFAPI does not provide portfolio holdings.
| Security | Sector | Weight % |
|---|---|---|
| Asian Paints Ltd. | Materials | 14.5% |
| Maruti Suzuki India Ltd. | Automobiles | 8.5% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | 6.6% |
| Hindustan Unilever Ltd. | Consumer Staples | 14.5% |
| Mahindra & Mahindra Ltd. | Automobiles | 14.5% |
| UltraTech Cement Ltd. | Materials | 12.4% |
| HDFC Bank Ltd. | Financial Services | 7.7% |
| Reliance Industries Ltd. | Energy | 7.3% |
TER not yet available
Expense ratio data will appear once the fund's full factsheet has been ingested. Check the AMC website for the latest SID/KIM.
Lead fund manager
Managing strategy since 2018
Seasoned allocator with coverage across Indian equities and macro attribution frameworks.
Execution & risk oversight
Supporting desk since 2021
Focus on liquidity, derivatives overlays, and adherence to mandate guardrails.
Normalised NAV trajectory vs modelled benchmark — last 36 monthly ticks.
Aditya Birla Sun Life Mutual Fund
Flexi Cap
Approved community reviews appear first when logged-in investors contribute; demo cards fill out the grid for illustration.
Authenticated users only. Submissions stay pending until an admin approves them — one review per fund per account.
Investor O
2026-05-15
Compare tray makes advisor conversations faster.
Investor N
2026-02-15
Clean disclosure layout — finally see TER and risk together.
Investor Q
2026-07-15
Good ELSS context without pushing products.
Invesco India Flexi Cap Fund - Direct Plan - Growth
Research-only · No transactions