• Mutual Funds
  • Invesco Mutual Funds
  • Invesco India Multicap Fund (Growth)

Formerly Invesco India Mid N Small Cap Gr

Invesco Mutual Funds

Invesco India Multicap Fund (Growth)

EquityMulti Cap

127.05

NAV (Jul 24)

23.3%
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

Good

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

Outperformance Consistency

Neutral

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

Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more

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

127.05

NAV (Jul 24)

Fund Returns

Last 1Y
42.8%
Last 3Y
18.5%
Last 5Y
23.8%
Last 10Y
16.5%
Since Inception
16.8%
6 Month CAGR
20.3%

Scheme Information

Investment Objective

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

Expense Ratio
1.9
Launched (16y ago)
Mar 17, 2008
AUM in Crores
3622.964
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)
13.1
Standard Deviation (5yr)
19.7
Beta (3yr)
0.91
Beta (5yr)
0.93
Sharpe Ratio (3yr)
1.024
Sharpe Ratio (5yr)
0.841
YTM
0
Fund Managers

Dhimant Kothari

Fund Manager

Amit Nigam

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Invesco India Multicap Fund (Growth)70%13,32,166 5,99,55423.3%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-07-24

Top Stock Holdings

icici bank ltd

4.8%
4.8%

jio financial services ltd

2.6%
2.6%

tata consultancy services ltd

2.4%
2.4%

axis bank ltd

2.3%
2.3%

century textiles & industries ltd

2.2%
2.2%
See all holdings

Allocation by Sector

financial services

27.2%
27.2%

industrials

17.2%
17.2%

consumer cyclical

11.1%
11.1%

healthcare

9.7%
9.7%

technology

9.4%
9.4%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 16,283 cr

₹ 21,459 cr

₹ 24,345 cr

₹ 45,470 cr

₹ 71,700 cr

amc-img

About the AMC

Invesco Asset Management (India) Private Ltd

Invesco Asset Management (India) Private Ltd manages assets worth 89,740 crores and was set up on 20 May 2005. It's current offering of mutual fund schemes includes 39 equity,122 debt and 9 hybrid funds.amc-img
phone-img022-67310000
Fund NameScripbox Opinion
Till Date CAGR

39.1%

13.9%

39.1%

13.7%

39.1%

13.7%

4.9%

6.8%

17.8%

13.6%

Invesco India Multicap Fund (G) Review

Invesco India Multicap Fund (G) is a Multi Cap Equity fund and has delivered an annualised return of 16.7% over a period of 16 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, Dhimant Kothari.

Nav of Invesco India Multicap Fund (G) as of 7/24/2024 is ₹127.05 with the total AUM as of 7/25/2024 is ₹3622.964. 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 41.1% 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 instruments 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 1.9% for regular plan.