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: 12.86%.

Invesco

Invesco India Multicap Fund - Direct Plan - Growth Option

Latest NAV

₹156.2100

As of

17 Jul 2026

3,331 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	-0.10%	-0.04%	-0.06	24 / 34	Q3
1W	-1.03%	-0.38%	-0.65	32 / 34	Q4
2W	-0.64%	+0.35%	-0.99	32 / 34	Q4
1M	+2.65%	+2.05%	+0.61	6 / 34	Q1
3M	+6.73%	+5.97%	+0.76	12 / 34	Q2
6M	+5.08%	+5.52%	-0.44	18 / 34	Q3
YTD	+2.89%	+3.37%	-0.48	18 / 34	Q3
1Y	-1.21%	+4.05%	-5.26	31 / 34	Q4
2Y	+2.10%	+3.91%	-1.81	26 / 29	Q4
3Y	+14.75%	+16.39%	-1.64	19 / 23	Q4
4Y	+17.24%	+18.31%	-1.07	11 / 16	Q3
5Y	+12.86%	+15.97%	-3.10	9 / 9	Q4
7Y	+17.92%	+19.00%	-1.08	6 / 8	Q3
10Y	+14.97%	+16.10%	-1.14	6 / 6	Q4
Inception	+17.35%	+14.47%	+2.88	10 / 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	+2.89%	+3.37%	-0.48	18 / 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

+21.80%

153 windows

min -17.5% · max 93.1%

80% positive

3-Year rolling

+18.16%

129 windows

min -2.9% · max 38.7%

97% positive

5-Year rolling

+17.10%

105 windows

min 2.9% · max 30.7%

100% positive

7-Year rolling

+16.15%

80 windows

min 12.0% · max 20.8%

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

16.73%

3-year · annualised

Sharpe ratio

0.53

vs risk-free 6.5%

Sortino ratio

0.83

Downside-only deviation

Max drawdown

-22.59%

Sep 2024 → Mar 2026

% 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 Multi Cap Fund

Scheme	Fund house	NAV	As of
HDFC Multi Cap Fund - Growth Option - Direct Plan	HDFC	₹19.8640	17 Jul 2026
Nippon India Multi Cap Fund - Direct Plan Growth Plan - Bonus Option	Nippon India	₹335.1908	17 Jul 2026
SBI Multicap Fund- Direct Plan- Growth option	SBI	₹17.7990	17 Jul 2026
ICICI Prudential Multicap Fund - Direct Plan - Growth	ICICI Prudential	₹953.5300	17 Jul 2026
BANDHAN MULTI CAP FUND - GROWTH - DIRECT PLAN	Bandhan	₹18.7790	17 Jul 2026
quant Multi Cap Fund-GROWTH OPTION-Direct Plan	Quant	₹730.8942	17 Jul 2026
Aditya Birla Sun Life Multi-Cap Fund-Direct Growth	Aditya Birla Sun Life	₹22.1300	17 Jul 2026
Motilal Oswal Multi Cap Fund-Direct Plan Growth	Motilal Oswal	₹14.1539	17 Jul 2026
Franklin India Multi Cap Fund - Direct - Growth	Franklin India	₹11.0079	17 Jul 2026
Mirae Asset Multicap Fund - Direct Plan - Growth	Mirae Asset	₹15.4250	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹156.2100
16 Jul 2026	₹156.3600
15 Jul 2026	₹157.2100
14 Jul 2026	₹156.4500
13 Jul 2026	₹157.8000
10 Jul 2026	₹157.8400
9 Jul 2026	₹156.0700
8 Jul 2026	₹153.9800
7 Jul 2026	₹156.9300
6 Jul 2026	₹157.8900

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 Multicap Fund - Direct Plan - Growth Option is ₹156.2100. 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 6 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 -1.21% — -5.26 pp behind the Multi Cap Fund category average of 4.05%. The fund ranks #31 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 14.75% — -1.64 pp behind the Multi Cap Fund category average of 16.39%. The fund ranks #19 of 23 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 12.86% — -3.1 pp behind the Multi Cap Fund category average of 15.97%. 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 ₹403,330 today — a multiplier of 4.03×, based on the 10-year CAGR of 14.97%. The category average over the same window would have grown ₹1 lakh to ₹445,011.

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 ₹828,304 today. That's an XIRR (money-weighted annualised return) of 12.85%.

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 ₹2,682,827 (multiplier 2.24×). XIRR: 15.36%. 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 15.97%; this fund delivered 12.86%.

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 17.10% (best 30.70%, worst 2.86%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.42 — 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: 12.86%.

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