Should I invest in Invesco India Multicap Fund?

We don't give personal investment advice. Invesco India Multicap Fund - Direct Plan - Growth Option 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. Worst 5-year drawdown: 22.6%. 5-year CAGR: 13.03%.

Invesco

Invesco India Multicap Fund - Direct Plan - Growth Option

Latest NAV

₹145.1300

As of

3 Jun 2026

3,300 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	+0.29%	+0.24%	+0.05	18 / 34	Q3
1W	-1.72%	-1.48%	-0.23	19 / 34	Q3
2W	-0.02%	+0.35%	-0.37	22 / 34	Q3
1M	+0.32%	-0.08%	+0.40	14 / 34	Q2
3M	+1.38%	+2.78%	-1.40	23 / 34	Q3
6M	-5.89%	-1.80%	-4.09	30 / 34	Q4
YTD	-3.77%	-1.68%	-2.09	26 / 34	Q4
1Y	-5.23%	+2.90%	-8.13	32 / 34	Q4
2Y	+2.78%	+5.03%	-2.25	23 / 28	Q4
3Y	+15.03%	+17.07%	-2.05	18 / 22	Q4
4Y	+15.48%	+17.21%	-1.73	12 / 16	Q3
5Y	+13.03%	+16.21%	-3.17	9 / 9	Q4
7Y	+15.90%	+17.43%	-1.54	7 / 8	Q4
10Y	+14.76%	+16.21%	-1.45	6 / 6	Q4
Inception	+16.94%	+13.01%	+3.93	9 / 34	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	-3.77%	-1.68%	-2.09	26 / 34
2025	-6.07%	+2.81%	-8.88	30 / 31
2024	+31.52%	+24.46%	+7.07	4 / 25
2023	+32.40%	+33.82%	-1.42	11 / 18
2022	-0.84%	+5.30%	-6.14	12 / 15
2021	+41.88%	+44.41%	-2.52	6 / 8
2020	+20.37%	+14.97%	+5.40	2 / 8
2019	+6.09%	+6.71%	-0.62	4 / 7
2018	-10.90%	-4.29%	-6.61	7 / 7
2017	+47.61%	+38.78%	+8.83	1 / 6
2016	+1.84%	+0.03%	+1.81	3 / 6

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

+21.77%

152 windows

min -25.4% · max 102.3%

79% positive

3-Year rolling

+17.86%

127 windows

min -5.6% · max 38.4%

98% positive

5-Year rolling

+16.97%

103 windows

min 0.4% · max 28.3%

100% positive

7-Year rolling

+16.04%

79 windows

min 11.2% · max 20.2%

100% positive

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

15.81%

3-year · annualised

Sharpe ratio

0.56

vs risk-free 6.5%

Sortino ratio

0.83

Downside-only deviation

Max drawdown

-22.59%

Sep 2024 → 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 Multi Cap Fund

Scheme	Fund house	NAV	As of
HDFC Multi Cap Fund - Growth Option - Direct Plan	HDFC	₹18.8230	3 Jun 2026
Nippon India Multi Cap Fund - Direct Plan Growth Plan - Bonus Option	Nippon India	₹322.8845	3 Jun 2026
SBI Multicap Fund- Direct Plan- Growth option	SBI	₹17.1515	3 Jun 2026
ICICI Prudential Multicap Fund - Direct Plan - Growth	ICICI Prudential	₹931.9300	3 Jun 2026
BANDHAN MULTI CAP FUND - GROWTH - DIRECT PLAN	Bandhan	₹18.0940	3 Jun 2026
quant Multi Cap Fund-GROWTH OPTION-Direct Plan	Quant	₹700.0486	3 Jun 2026
Aditya Birla Sun Life Multi-Cap Fund-Direct Growth	Aditya Birla Sun Life	₹21.0900	3 Jun 2026
Motilal Oswal Multi Cap Fund-Direct Plan Growth	Motilal Oswal	₹13.0080	3 Jun 2026
Franklin India Multi Cap Fund - Direct - Growth	Franklin India	₹10.4405	3 Jun 2026
Mirae Asset Multicap Fund - Direct Plan - Growth	Mirae Asset	₹14.5920	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹145.1300
2 Jun 2026	₹146.1000
1 Jun 2026	₹145.6800
29 May 2026	₹147.0100
27 May 2026	₹148.7100
26 May 2026	₹148.6500
25 May 2026	₹148.9600
22 May 2026	₹147.3100
21 May 2026	₹147.2200
20 May 2026	₹146.7200

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 Multicap Fund - Direct Plan - Growth Option is ₹145.1300. It's a Multi Cap Fund from Invesco, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Invesco India Multicap Fund - Direct Plan - Growth Option has NAV history starting from 02 Jan 2013, a track record of about 13 years 5 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

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

Over the trailing 1-year window, Invesco India Multicap Fund - Direct Plan - Growth Option has delivered a absolute return of -5.23% — -8.13 pp behind the Multi Cap Fund category average of 2.90%. The fund ranks #32 of 34 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Invesco India Multicap Fund - Direct Plan - Growth Option has delivered a CAGR of 15.03% — -2.05 pp behind the Multi Cap Fund category average of 17.07%. The fund ranks #18 of 22 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Invesco India Multicap Fund - Direct Plan - Growth Option has delivered a CAGR of 13.03% — -3.17 pp behind the Multi Cap Fund category average of 16.21%. The fund ranks #9 of 9 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Invesco India Multicap Fund - Direct Plan - Growth Option exactly 10 years ago would be worth approximately ₹396,043 today — a multiplier of 3.96×, based on the 10-year CAGR of 14.76%. The category average over the same window would have grown ₹1 lakh to ₹449,172.

A ₹10,000 monthly SIP in Invesco India Multicap Fund - Direct Plan - Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹787,747 today. That's an XIRR (money-weighted annualised return) of 10.82%.

A ₹10,000 monthly SIP for 10 years in Invesco India Multicap Fund - Direct Plan - Growth Option = ₹1,200,000 invested. It would currently be worth ₹2,549,592 (multiplier 2.12×). XIRR: 14.41%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Invesco India Multicap Fund - Direct Plan - Growth Option ranks #9 out of 9 funds in the Multi Cap Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 16.21%; this fund delivered 13.03%.

The worst peak-to-trough decline Invesco India Multicap Fund - Direct Plan - Growth Option has experienced over the last 5-year window is 22.59% — its NAV fell from a high on 23 Sep 2024 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 5-year rolling windows, Invesco India Multicap Fund - Direct Plan - Growth Option averaged 16.97% (best 28.26%, worst 0.39%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.46 — weak risk-adjusted performance.

In calendar year 2025, Invesco India Multicap Fund - Direct Plan - Growth Option returned -6.07% — lagging the Multi Cap Fund category average of 2.81% by 8.88 pp. It ranked #30 of 31 in its category that year.

Invesco India Multicap Fund - Direct Plan - Growth Option 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 Multicap Fund - Direct Plan - Growth Option 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. Worst 5-year drawdown: 22.6%. 5-year CAGR: 13.03%.

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