Mutual Funds

Invesco India Flexi Cap Fund - Regular Plan - IDCW

Invesco Mutual FundFlexi CapVery High Risk
₹17.150.00 (0.00%)

NAV as on 2026-07-17 · Equity · Flexi Cap

AUM

₹5,274 Cr

1Y Return

-0.7%

3Y CAGR

+17.4%

5Y CAGR

-

Expense

1.60%

Risk

Very High

Invesco India Flexi Cap Fund
₹17.15+0.00%

1Y Return

-0.7%

3Y CAGR

+17.4%

5Y CAGR

-

Since Inception

+12.9%

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NAV History

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52-Week NAV Range

₹14
₹19.6

56% from 52W low

Fund Information

Flexi CapEquitySince 16-02-2022

Fund House

Invesco Mutual Fund

Category

Equity - Flexi Cap

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Equity99.2%
Cash0.8%

Market Cap Split

Large Cap47.1%
Mid Cap25.1%
Small Cap15.7%

Top Holdings

69 stocks
Weight1M Change
1

ICICI Bank Ltd

Financial Services

5.43%+17.4%
2

Larsen & Toubro Ltd

Industrials

4.61%+31.5%
3

HDFC Bank Ltd

Financial Services

3.78%-24.9%
4

InterGlobe Aviation Ltd

Industrials

3.15%0.0%
5

Cholamandalam Investment and Finance Co Ltd

Financial Services

2.93%0.0%
6

Max Healthcare Institute Ltd Ordinary Shares

Healthcare

2.72%0.0%
7

Sai Life Sciences Ltd

Healthcare

2.58%-8.1%
8

Bajaj Finance Ltd

Financial Services

2.56%0.0%
9

Titan Co Ltd

Consumer Cyclical

2.52%0.0%
10

BSE Ltd

Financial Services

2.51%0.0%

Sector Allocation

Weight1M Change
Financial Services
31.6%-8%
Consumer Cyclical
21.8%+85%
Industrials
18.5%+27%
Healthcare
11.6%+10%
Technology
7.9%0%
Real Estate
3.5%+68%
Basic Materials
2.0%0%
Communication Services
1.8%0%

Fundamentals

P/E Ratio

37.06

Cat avg: 26.10

P/B Ratio

5.99

Cat avg: 3.72

Dividend Yield

0.64%

Cat avg: 1.06%

Price/Sale

4.65

Price/Cash Flow

24.46

Risk Metrics (3Y)

Sharpe Ratio

0.66

Cat avg: 0.48

Sortino Ratio

0.97

Cat avg: 0.72

Beta

1.07

Cat avg: 0.96

Std Deviation

17.62%

Cat avg: 15.61%

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
Invesco India Flexi Cap Reg IDCW-P5,2741.60-0.7%+17.4%-
Parag Parikh Flexi Cap Reg IDCW-P1,43,3881.05---
HDFC Flexi Cap IDCW-P1,06,4961.35+1.8%+16.5%+17.6%
Kotak Flexicap Reg IDCW-P55,8501.43+0.1%+12.8%+11.6%
Aditya BSL Flexi Cap IDCW-P26,7271.37+6.4%+14.7%+11.8%
UTI Flexi Cap Reg IDCW-P22,8821.65-2.6%+8.0%+6.0%
SBI Flexicap Reg IDCW-P22,6851.64-1.0%+8.4%+8.8%
ICICI Pru Flexicap Reg IDCW-P22,5071.39+6.0%+15.0%-
Franklin India Flexi Cap IDCW-P19,2741.42-2.7%+13.3%+13.3%
Axis Flexi Cap Reg IDCW-P13,3281.71+2.0%+12.2%+11.2%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹5,274 Cr
Expense Ratio1.60%
Volatility (3Y)17.6%
Sharpe Ratio0.66
Sortino Ratio0.97
Beta1.07
Min SIP₹500
Min Lumpsum₹5,000
Holdings72

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Very High risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.