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  • Invesco India Multicap Fund (Growth)

Formerly Invesco India Mid N Small Cap Gr

Invesco Mutual Funds

Invesco India Multicap Fund (Growth)

EquityMulti Cap

82.06

NAV (Dec 02)

10.3%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in multi cap mutual funds.

Multi cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Outperformance Consistency

Poor

The performance of the fund on a Outperformance Consistency metric has been Poor

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

82.06

NAV (Dec 2)

Fund Returns

Last 1Y

2.4%

Last 3Y

19.3%

Last 5Y

10.3%

Last 10Y

17%

Since Inception

15.4%

6 Month CAGR

13.1%

Scheme Information

Investment Objective

To generate capital appreciation by investing predominantly in Equity and Equity Related Instruments across market capitalization.

Expense Ratio

2.03

Launched (14y ago)

Mar 17, 2008

AUM in Crores

2321.373

ISIN

INF205K01DN2

Lock-in

No Lock-in

Benchmark

Nifty 500 Multicap 50:25:25 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

23.4

Standard Deviation (5yr)

21

Beta (3yr)

0.94

Beta (5yr)

0.95

Sharpe Ratio (3yr)

0.684

Sharpe Ratio (5yr)

0.317

YTM

0

Fund Managers

Pranav Gokhale

Fund Manager

Amit Nigam

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-12-02

Top Stock Holdings

icici bank ltd

5.9%
5.9%

infosys ltd

5.2%
5.2%

triparty repo

4.1%
4.1%

reliance industries ltd

3.9%
3.9%

axis bank ltd

3%
3%
See all holdings

Allocation by Sector

financial services

23.3%
23.3%

industrials

20.6%
20.6%

consumer cyclical

15.8%
15.8%

basic materials

9.3%
9.3%

technology

7.5%
7.5%
See all sectors

Compare Invesco India Multicap Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

Invesco Asset Management (India) Private Ltd

Invesco Asset Management (India) Private Ltd manages assets worth 46,996 crores and was set up on 20 May 2005. It's current offering of mutual fund schemes includes 36 equity,116 debt and 9 hybrid funds.

amc-img

  • 022-67310000
  • mfservices@invesco.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    19.7%

    9.2%

    24.5%

    8.4%

    19.7%

    9.1%

    24.5%

    8.4%

    24.5%

    8.4%

    Invesco India Multicap Fund (G) Review

    Invesco India Multicap Fund (G) is a Multi Cap Equity fund and has delivered an annualised return of 15.4% over a period of 14 years. The fund was previously known as Invesco India Mid N Small Cap Gr. The fund is managed by Invesco Asset Management (India) Private Ltd. The fund managers are Amit Nigam, Pranav Gokhale.

    Nav of Invesco India Multicap Fund (G) as of 12/2/2022 is ₹82.06 with the total AUM as of 12/5/2022 is ₹2321.373. With Scripbox you can compare and check the latest nav for all mutual funds in India. Invesco India Multicap Fund (G) was launched on Mar 17, 2008. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Invesco India Multicap Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Invesco India Multicap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty 500 Multicap 50:25:25 TR INR.

    Invesco India Multicap Fund (G) is rated as a 1 fund in Equity and delivered 2.4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Invesco India Multicap Fund (G).

    Frequently Asked Questions

    What is Invesco India Multicap Fund (G)?

    Invesco India Multicap Fund (G) is a Multi Cap Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in Invesco India Multicap Fund (G)?

    You can invest in Invesco India Multicap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Invesco India Multicap Fund (G)?

    The minimum sip amount for Invesco India Multicap Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Invesco India Multicap Fund (G) good to invest in?

    As per Scripbox experts, Invesco India Multicap Fund (G) is a Not Recommended fund. You can investInvesco India Multicap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Invesco India Multicap Fund (G)?

    The expense ratio of the Invesco India Multicap Fund (G) is 2.03% for regular plan.