Should I invest in Invesco India Flexi Cap Fund?

We don't give personal investment advice. Invesco India Flexi Cap Fund - Direct Plan - Growth is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding.

Invesco

Invesco India Flexi Cap Fund - Direct Plan - Growth

Latest NAV

₹20.6200

As of

17 Jul 2026

1,086 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.00%	+0.10%	-0.10	61 / 104	Q3
1W	-0.77%	-0.02%	-0.75	91 / 103	Q4
2W	-0.63%	+0.10%	-0.72	85 / 102	Q4
1M	+3.15%	+1.52%	+1.64	21 / 101	Q1
3M	+7.73%	+5.34%	+2.39	27 / 100	Q2
6M	+5.80%	+9.00%	-3.20	46 / 99	Q2
YTD	+3.10%	+4.61%	-1.51	38 / 99	Q2
1Y	+1.88%	+18.02%	-16.15	67 / 90	Q3
2Y	+5.83%	+9.96%	-4.13	49 / 84	Q3
3Y	+19.44%	+13.26%	+6.18	7 / 76	Q1
4Y	+20.84%	+15.27%	+5.57	4 / 41	Q1
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+17.78%	+11.59%	+6.18	14 / 104	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+3.10%	+0.72%	+2.38	10 / 44
2025	+0.30%	+3.69%	-3.39	32 / 39
2024	+36.51%	+20.93%	+15.58	2 / 40
2023	+34.92%	+29.96%	+4.95	6 / 34
2022	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+22.75%

42 windows

min -1.2% · max 60.7%

93% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+23.01%

18 windows

min 19.3% · max 29.4%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

16.30%

3-year · annualised

Sharpe ratio

0.78

vs risk-free 6.5%

Sortino ratio

1.31

Downside-only deviation

Max drawdown

-19.40%

Dec 2024 → Feb 2025

% positive months

66.7%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Flexi Cap Fund

Scheme	Fund house	NAV	As of
HDFC Flexi Cap Fund - Growth Option - Direct Plan	HDFC	₹2,248.7410	17 Jul 2026
Nippon India Flexi Cap Fund - Direct Plan - Growth Plan - Growth Option	Nippon India	₹17.9459	17 Jul 2026
SBI Flexicap Fund - DIRECT PLAN - Growth Option	SBI	₹121.4251	17 Jul 2026
ICICI Prudential Flexicap Fund - Direct Plan - Growth	ICICI Prudential	₹21.1200	17 Jul 2026
BANDHAN Flexi Cap Fund-Direct Plan-Growth	Bandhan	₹232.8250	17 Jul 2026
quant Flexi Cap Fund - Growth Option-Direct Plan	Quant	₹122.1976	17 Jul 2026
Aditya Birla Sun Life Flexi Cap Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹2,165.0600	17 Jul 2026
Motilal Oswal Flexi cap Fund Direct Plan-Growth Option	Motilal Oswal	₹67.6885	17 Jul 2026
Franklin India Flexi Cap Fund - Direct - Growth	Franklin India	₹1,808.6718	17 Jul 2026
Mirae Asset Flexi Cap Fund - Direct Plan - Growth	Mirae Asset	₹16.9950	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹20.6200
16 Jul 2026	₹20.6200
15 Jul 2026	₹20.7400
14 Jul 2026	₹20.6000
13 Jul 2026	₹20.8000
10 Jul 2026	₹20.7800
9 Jul 2026	₹20.5300
8 Jul 2026	₹20.2900
7 Jul 2026	₹20.6700
6 Jul 2026	₹20.8200

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of Invesco India Flexi Cap Fund - Direct Plan - Growth is ₹20.6200. It's a Flexi Cap Fund from Invesco, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Invesco India Flexi Cap Fund - Direct Plan - Growth has NAV history starting from 16 Feb 2022, a track record of about 4 years 5 months. It's a relatively new scheme. With under 5 years of NAVs, peer comparison is the best yardstick — point-to-point returns can be skewed by entry timing.

Invesco India Flexi Cap Fund - Direct Plan - Growth is managed by Invesco. It's classified by AMFI under the 'Flexi Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Invesco India Flexi Cap Fund - Direct Plan - Growth has delivered a absolute return of 1.88% — -16.15 pp behind the Flexi Cap Fund category average of 18.02%. The fund ranks #67 of 90 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Invesco India Flexi Cap Fund - Direct Plan - Growth has delivered a CAGR of 19.44% — +6.18 pp ahead of the Flexi Cap Fund category average of 13.26%. The fund ranks #7 of 76 in its category — the top (Q1) quartile.

Invesco India Flexi Cap Fund - Direct Plan - Growth doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

₹1 lakh invested in Invesco India Flexi Cap Fund - Direct Plan - Growth exactly 3 years ago would be worth approximately ₹170,413 today — a multiplier of 1.70×, based on the 3-year CAGR of 19.44%. The category average over the same window would have grown ₹1 lakh to ₹145,305.

A ₹10,000 monthly SIP in Invesco India Flexi Cap Fund - Direct Plan - Growth over the last 3 years — total invested ₹360,000 — would be worth ₹432,725 today. That's an XIRR (money-weighted annualised return) of 12.32%.

Invesco India Flexi Cap Fund - Direct Plan - Growth doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹432,725 — XIRR 12.32%.

On a 3-year basis, Invesco India Flexi Cap Fund - Direct Plan - Growth ranks #7 out of 76 funds in the Flexi Cap Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 13.26%; this fund delivered 19.44%.

The worst peak-to-trough decline Invesco India Flexi Cap Fund - Direct Plan - Growth has experienced over the last 3-year window is 19.40% — its NAV fell from a high on 16 Dec 2024 to a low on 28 Feb 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 3-year rolling windows, Invesco India Flexi Cap Fund - Direct Plan - Growth averaged 23.01% (best 29.43%, worst 19.30%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.78 — reasonable risk-adjusted performance.

In calendar year 2025, Invesco India Flexi Cap Fund - Direct Plan - Growth returned 0.30% — lagging the Flexi Cap Fund category average of 3.69% by 3.39 pp. It ranked #32 of 39 in its category that year.

Invesco India Flexi Cap Fund - Direct Plan - Growth is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Invesco India Flexi Cap Fund - Direct Plan - Growth is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.