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Flexi CapregulargrowthVery High📊 BSE 500 TRI

Invesco India Flexi Cap Fund - Regular Plan - Growth

Invesco Mutual Fund

#26 of 38 (1Y)

₹17.9700

0.23 (-1.26%)

NAV as of 29 May 2026

LowLow toModerateModerateModerately HighHighVery High
Riskometer
Very High

Today's NAV — all variants

Regular · Growth

₹₹17.9700

0.23 (-1.26%)

29 May 2026

AMFI: 149766

Direct · Growth

₹₹19.1800

0.24 (-1.24%)

29 May 2026

AMFI: 149763

Regular · IDCW

₹₹15.9800

0.20 (-1.24%)

29 May 2026

AMFI: 149764

Direct · IDCW

₹₹17.1600

0.21 (-1.21%)

29 May 2026

AMFI: 149765

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+1.19%
1 Month-0.45%
3 Months-2.45%
6 Months-6.53%
1 Year-1.87%
3 Years (CAGR)+18.30%
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Jan 2022)+14.31%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP-4.09%
3 Year SIP+8.32%
5 Year SIP
Since Inception (Jan 2022)+12.92%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹26,000

Invested

₹34,371

Value today

12.9%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹1,797

Value today

14.3%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹10,81,021

Value today

+0.3%

vs lumpsum

STP beat direct lumpsum by 0.3% — reduced timing risk paid off

Model your own STP with real NAV

Beat the benchmark — ₹500/month SIP

Same SIP in this fund vs the benchmark index

This fund

₹34,371

Benchmark

₹32,385

+₹1,986 extra wealth vs the benchmark index

Backtest this SIP yourself

Direct vs Regular — ₹500/month over 4 years

Expense ratio drag on your actual returns

Direct plan

₹32,782

Regular plan

₹31,700

Direct earns ₹1,082 more on a ₹24K investment1.13% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseInvesco Mutual Fund
CategoryFlexi Cap
Plan Typeregular
Optiongrowth
AUM₹4,597 Cr
Expense Ratio1.84%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkBSE 500 TRI ✓
Launch Date13 Jan 2022
AMFI Code149766

Risk Metrics

Trailing 1 year, annualised

-0.41

Sharpe Ratio

-0.05

Alpha

0.56

Beta

-0.40

Sortino

17.07%

Std Dev

-19.64%

Max Drawdown

Portfolio Holdings

Top 50 holdings · as of Apr 2026

Security% NAV

ICICI Bank Limited

INE090A01021

543.00%

Larsen & Toubro Limited

INE018A01030

461.00%

HDFC Bank Limited

INE040A01034

378.00%

InterGlobe Aviation Limited

INE646L01027

315.00%

Cholamandalam Investment and Finance Company Limited

INE121A01024

293.00%

Max Healthcare Institute Limited

INE027H01010

272.00%

Sai Life Sciences Limited

INE570L01029

258.00%

Bajaj Finance Ltd

INE296A01032

256.00%

Titan Company Limited

INE280A01028

252.00%

BSE Limited

INE118H01025

251.00%

Multi Commodity Exchange of India Limited

INE745G01043

238.00%

Trent Limited

INE849A01020

222.00%

PB Fintech Limited

INE417T01026

217.00%

Eternal Limited

INE758T01015

216.00%

AU Small Finance Bank Limited

INE949L01017

211.00%

HDFC Asset Management Company Limited

INE127D01025

198.00%

TVS Motor Company Limited

INE494B01023

185.00%

Tata Motors Ltd

INE1TAE01010

184.00%

L&T Finance Limited

INE498L01015

180.00%

Bharti Airtel Limited

INE397D01024

176.00%

Aditya Infotech Limited

INE819V01029

174.00%

Prestige Estates Projects Limited

INE811K01011

168.00%

Mahindra & Mahindra Limited

INE101A01026

167.00%

Krishna Institute Of Medical Sciences Limited

INE967H01025

163.00%

Hindustan Aeronautics Limited

INE066F01020

151.00%

Persistent Systems Ltd ‡

INE262H01021

151.00%

Coforge Limited

INE591G01025

143.00%

Swiggy Limited

INE00H001014

142.00%

KEI Industries Limited

INE878B01027

141.00%

JK Cement Limited

INE823G01014

140.00%

Global Health Limited

INE474Q01031

138.00%

Vishal Mega Mart Limited

INE01EA01019

137.00%

Apollo Hospitals Enterprise Limited

INE437A01024

134.00%

Ather Energy Limited

INE0LEZ01016

130.00%

Belrise Industries Ltd.

INE894V01022

128.00%

Bharat Electronics Limited

INE263A01024

126.00%

The Phoenix Mills Limited

INE211B01039

124.00%

Dixon Technologies (India) Limited

INE935N01020

112.00%

Nuvama Wealth Management Ltd

INE531F01023

109.00%

Polycab India Limited

INE455K01017

102.00%

Home First Finance Company India Limited

INE481N01025

101.00%

FSN E-Commerce Ventures Limited

INE388Y01029

100.00%

Hexaware Technologies Limited

INE093A01041

98.00%

Blue Star Limited

INE472A01039

98.00%

Anand Rathi Wealth Limited

INE463V01026

93.00%

Tech Mahindra Limited

INE669C01036

92.00%

Knowledge Marine & Engineering Works Limited

INE0CJD01029

92.00%

Dr Agarwals Health Care Limited

INE943P01029

92.00%

Jubilant Foodworks Limited ‡

INE797F01020

78.00%

UNO Minda Limited

INE405E01023

77.00%

Performance Comparison

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Investment Objective

Invesco India Flexi Cap Fund - Regular Plan - Growth aims to generate long-term capital appreciation by investing across companies of all market capitalisations — large, mid, and small cap — without any restriction on allocation. The fund manager has the flexibility to dynamically shift between segments based on market conditions.

About This Fund

Invesco India Flexi Cap Fund - Regular Plan - Growth is a Flexi Cap mutual fund offered by Invesco Mutual Fund. The fund has been operational for over 4 years. It manages assets worth ₹4,597 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against BSE 500 TRI. The current expense ratio is 1.84%.

Who Should Invest?

  • Aggressive investors comfortable with significant short-term volatility
  • Investors with a long-term horizon of 7+ years who can ride out market cycles
  • SIP investors who can benefit from rupee cost averaging during market fluctuations