Should I invest in Invesco India Flexi Cap Fund?

We don't give personal investment advice. Invesco India Flexi Cap Fund - Regular 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 - Regular Plan - Growth

Latest NAV

₹17.8200

As of

3 Jun 2026

1,055 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	+0.45%	+0.19%	+0.26	6 / 42	Q1
1W	-1.92%	-1.12%	-0.80	36 / 42	Q4
2W	+0.06%	+0.20%	-0.14	22 / 42	Q3
1M	-0.17%	+0.29%	-0.46	19 / 42	Q2
3M	+1.71%	+2.20%	-0.49	20 / 42	Q2
6M	-6.87%	+2.09%	-8.96	34 / 41	Q4
YTD	-5.04%	-0.80%	-4.24	28 / 41	Q3
1Y	-2.29%	+12.75%	-15.05	29 / 38	Q4
2Y	+4.44%	+7.07%	-2.62	18 / 37	Q2
3Y	+17.14%	+12.23%	+4.91	6 / 33	Q1
4Y	+17.02%	+13.99%	+3.03	4 / 18	Q1
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+14.48%	+10.40%	+4.08	11 / 42	Q2

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	-5.04%	-4.70%	-0.34	16 / 29
2025	-1.05%	+1.29%	-2.34	18 / 25
2024	+34.64%	+19.24%	+15.40	2 / 26
2023	+32.73%	+29.13%	+3.60	5 / 20
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

+20.69%

41 windows

min -3.0% · max 51.2%

88% positive

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

3-Year rolling

+20.57%

16 windows

min 15.5% · max 26.1%

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

15.65%

3-year · annualised

Sharpe ratio

0.68

vs risk-free 6.5%

Sortino ratio

1.02

Downside-only deviation

Max drawdown

-19.64%

Sep 2025 → Mar 2026

% positive months

72.2%

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
Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option	Nippon India	₹15.9186	3 Jun 2026
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	Motilal Oswal	₹56.6317	3 Jun 2026
Mirae Asset Flexi Cap Fund - Regular Plan - Growth	Mirae Asset	₹15.4570	3 Jun 2026
Parag Parikh Flexi Cap Fund - Regular Plan - Growth	Parag Parikh	₹81.9366	2 Jun 2026
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option	Edelweiss	₹37.2740	2 Jun 2026
DSP BlackRock Equity Fund - Regular Plan - Dividend	DSP BlackRock	₹55.4440	3 Jun 2026
Baroda BNP Paribas Flexi Cap Fund - Regular Plan - Growth Option	Baroda BNP Paribas	₹15.3812	3 Jun 2026
PGIM India Flexi Cap Fund - Regular Plan - Growth Option	PGIM India	₹34.7300	3 Jun 2026
Axis Flexi Cap Fund - Regular Plan - Growth	Axis	₹25.7800	3 Jun 2026
360 ONE FLEXICAP FUND-REGULAR PLAN- GROWTH	360 ONE	₹14.8502	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹17.8200
2 Jun 2026	₹17.8900
1 Jun 2026	₹17.8100
29 May 2026	₹17.9700
27 May 2026	₹18.2000
26 May 2026	₹18.2400
25 May 2026	₹18.2600
22 May 2026	₹18.0200
21 May 2026	₹17.9900
20 May 2026	₹17.9500

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 03 Jun 2026, the NAV of Invesco India Flexi Cap Fund - Regular Plan - Growth is ₹17.8200. It's a Flexi Cap Fund from Invesco, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Invesco India Flexi Cap Fund - Regular Plan - Growth has NAV history starting from 16 Feb 2022, a track record of about 4 years 3 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 - Regular 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 - Regular Plan - Growth has delivered a absolute return of -2.29% — -15.05 pp behind the Flexi Cap Fund category average of 12.75%. The fund ranks #29 of 38 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Invesco India Flexi Cap Fund - Regular Plan - Growth has delivered a CAGR of 17.14% — +4.91 pp ahead of the Flexi Cap Fund category average of 12.23%. The fund ranks #6 of 33 in its category — the top (Q1) quartile.

Invesco India Flexi Cap Fund - Regular 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 - Regular Plan - Growth exactly 3 years ago would be worth approximately ₹160,737 today — a multiplier of 1.61×, based on the 3-year CAGR of 17.14%. The category average over the same window would have grown ₹1 lakh to ₹141,359.

A ₹10,000 monthly SIP in Invesco India Flexi Cap Fund - Regular Plan - Growth over the last 3 years — total invested ₹360,000 — would be worth ₹402,894 today. That's an XIRR (money-weighted annualised return) of 7.44%.

Invesco India Flexi Cap Fund - Regular 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 ₹402,894 — XIRR 7.44%.

On a 3-year basis, Invesco India Flexi Cap Fund - Regular Plan - Growth ranks #6 out of 33 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 12.23%; this fund delivered 17.14%.

The worst peak-to-trough decline Invesco India Flexi Cap Fund - Regular Plan - Growth has experienced over the last 3-year window is 19.64% — its NAV fell from a high on 18 Sep 2025 to a low on 30 Mar 2026. 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 - Regular Plan - Growth averaged 20.57% (best 26.08%, worst 15.50%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.68 — reasonable risk-adjusted performance.

In calendar year 2025, Invesco India Flexi Cap Fund - Regular Plan - Growth returned -1.05% — lagging the Flexi Cap Fund category average of 1.29% by 2.34 pp. It ranked #18 of 25 in its category that year.

Invesco India Flexi Cap Fund - Regular 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 - Regular 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.