3 Year return
19.32%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹3810.28 Cr.
Expense Ratio
0.66% (inclusive of GST)
Exit Load
if units are redeemed/switched out within 1 year from the date of allotment: if upto 10% of units allotted are redeemed / switched out - Nil any redemption / switch-out of units in excess of 10% of units allotted - 1%. if units are redeemed/switched out after 1 year from the date of allotment, no exit load is payable.
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
Invesco Mutual Fund Managers
PG
Pranav Gokhale
Fund Manager since Feb 2024
Fund House Details
Invesco Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
|
Funds
|
3 Y Returns
|
ARQ Rating
|
|---|---|---|
|
Nippon India Multi Cap Fund |
26.11% |
4 |
|
Mahindra Manulife Multi Cap Fund |
19.84% |
3 |
|
Quant Active Fund |
16.64% |
4 |
Schemes by Invesco Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
Invesco India Aggressive Hybrid Fund Direct Plan Growth
Hybrid . Aggressive Hybrid Fund
Invesco India Aggressive Hybrid Fund Direct Plan IDCW (Payout / Payout)
Hybrid . Aggressive Hybrid Fund
Invesco India Aggressive Hybrid Fund Direct Plan IDCW (Reinvestment / Reinvestment)
Hybrid . Arbitrage Fund
Invesco India Arbitrage Fund Direct Plan IDCW (Payout / Payout)
Hybrid . Arbitrage Fund
Invesco India Arbitrage Fund Direct Plan Growth
About Invesco India Multicap Fund Direct Plan Growth
Invesco Mutual Fund manages Invesco India Multicap Fund Direct Plan Growth as an equity Scheme. Utilising a bottom-up investment approach, the fund carefully selects stocks across the entire market capitalisation range. One notable feature of this scheme is the absence of a lock-in period, providing investors with flexibility and ease of redemption. Compared to other multi-cap funds, Invesco India Multicap Fund Direct Plan Growth Option stands out as it has one of the lowest expense ratios in its category. This low expense ratio implies that the fund strives to minimise costs, potentially enhancing overall returns for investors.
Investment Objective of the Scheme
The primary investment objective of Invesco India Multicap Fund Direct Plan Growth is to achieve long-term capital appreciation. The fund strategically allocates its assets in a diverse portfolio of equity and equity-related securities of companies in the large, mid, and small market capitalization segments to achieve that. By investing in a mix of companies with different market capitalisations, the fund aims to capitalise on growth opportunities across the broader market.
Key Features of The Fund
| 5-year return | 23.95% |
| Expense Ratio | 0.66% |
| Fund Manager | Pranav Gokhale |
| Fund Size | ₹3810.28 Cr |
| Risk Profile | Very High |
Is This Scheme Right for Me?
Invesco India Multicap Fund Direct Plan Growth is suitable for investors with a time horizon of at least three to four years and seeking the potential for high returns. Investors should be prepared for the possibility of moderate risk, especially in the short term, as with any equity-based investment. However, over the long run, the fund's focus on a mix of companies across market capitalisations may offer the potential for favourable returns. Before finalising any investment decision, investors should carefully assess their financial goals, risk tolerance, and investment horizon.
AMC Contact Details
| Name | Invesco Mutual Fund |
| Launch Date | May 2005 |
| Addresss | Unit No: 2101 A, 21st floor, A – Wing, Marathon Futurex, N. M. Joshi Marg, Lower Parel, Mumbai – 400 013 |
| Contact | 1-800-209-0007(Toll Free) +91-22-6731-0000 |
| mfservices@invesco.com | |
| Website | https://invescomutualfund.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
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FAQs
What is today's NAV of Invesco India Multicap Fund?
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What is the expense ratio of Invesco India Multicap Fund?
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What is the minimum SIP amount to invest in Invesco India Multicap Fund?
How do I invest in Invesco India Multicap Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Invesco India Multicap Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Invesco India Multicap Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Invesco India Multicap Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
