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

₹19.2900

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	32 / 42	Q4
1W	-0.77%	-0.15%	-0.62	38 / 42	Q4
2W	-0.67%	+0.31%	-0.98	39 / 42	Q4
1M	+3.04%	+2.17%	+0.87	13 / 42	Q2
3M	+7.41%	+5.01%	+2.39	11 / 42	Q2
6M	+5.12%	+6.46%	-1.33	19 / 41	Q2
YTD	+2.39%	+2.47%	-0.09	18 / 41	Q2
1Y	+0.57%	+13.53%	-12.95	26 / 39	Q3
2Y	+4.42%	+6.37%	-1.94	15 / 37	Q2
3Y	+17.80%	+11.98%	+5.82	6 / 35	Q1
4Y	+19.09%	+14.76%	+4.33	4 / 21	Q1
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+16.01%	+11.38%	+4.64	9 / 42	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	+2.39%	-0.08%	+2.47	9 / 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

+20.93%

42 windows

min -2.5% · max 58.3%

90% positive

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

3-Year rolling

+21.20%

18 windows

min 17.6% · max 27.5%

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

16.27%

3-year · annualised

Sharpe ratio

0.70

vs risk-free 6.5%

Sortino ratio

1.15

Downside-only deviation

Max drawdown

-19.64%

Sep 2025 → Mar 2026

% positive months

63.9%

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	₹16.7591	17 Jul 2026
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	Motilal Oswal	₹60.5628	17 Jul 2026
Mirae Asset Flexi Cap Fund - Regular Plan - Growth	Mirae Asset	₹16.1660	17 Jul 2026
Parag Parikh Flexi Cap Fund - Regular Plan - Growth	Parag Parikh	₹83.4002	17 Jul 2026
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option	Edelweiss	₹38.7870	17 Jul 2026
DSP BlackRock Equity Fund - Regular Plan - Dividend	DSP BlackRock	₹59.0200	17 Jul 2026
Baroda BNP Paribas Flexi Cap Fund - Regular Plan - Growth Option	Baroda BNP Paribas	₹15.9256	17 Jul 2026
PGIM India Flexi Cap Fund - Regular Plan - Growth Option	PGIM India	₹36.5500	17 Jul 2026
Axis Flexi Cap Fund - Regular Plan - Growth	Axis	₹27.5400	17 Jul 2026
360 ONE FLEXICAP FUND-REGULAR PLAN- GROWTH	360 ONE	₹15.8047	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹19.2900
16 Jul 2026	₹19.2900
15 Jul 2026	₹19.4000
14 Jul 2026	₹19.2700
13 Jul 2026	₹19.4600
10 Jul 2026	₹19.4400
9 Jul 2026	₹19.2100
8 Jul 2026	₹18.9900
7 Jul 2026	₹19.3400
6 Jul 2026	₹19.4800

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 - Regular Plan - Growth is ₹19.2900. 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 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 - 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 0.57% — -12.95 pp behind the Flexi Cap Fund category average of 13.53%. The fund ranks #26 of 39 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Invesco India Flexi Cap Fund - Regular Plan - Growth has delivered a CAGR of 17.80% — +5.82 pp ahead of the Flexi Cap Fund category average of 11.98%. The fund ranks #6 of 35 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 ₹163,475 today — a multiplier of 1.63×, based on the 3-year CAGR of 17.80%. The category average over the same window would have grown ₹1 lakh to ₹140,427.

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 ₹423,160 today. That's an XIRR (money-weighted annualised return) of 10.78%.

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 ₹423,160 — XIRR 10.78%.

On a 3-year basis, Invesco India Flexi Cap Fund - Regular Plan - Growth ranks #6 out of 35 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 11.98%; this fund delivered 17.80%.

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 21.20% (best 27.51%, worst 17.62%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.70 — 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.