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Invesco India Flexi Cap Fund - Direct Plan - Growth

Invesco Mutual Fund · Equity · mandate: ≥65% in equities, any market cap · benchmark: NIFTY 500 TRI (TRI proxy)
AUM (all plans)
4,904 cr
TER direct / regular
0.76% / 1.99%
Active return /yr (full)
5.8%
Score
59
Rank (Score, pool)
#39 of 245
Percentile (full, pool)
84
IR vs benchmark
0.90
CAGR (absolute)
18.2%
Max drawdown
-18.2%
Months of data
54
Percentile ranks this fund within its peer pool; the leaderboard Score is the weighted average of its fiscal-year percentiles (equity: active-return-rank blended with IR-rank).

Cumulative active return

20222023202420252026-31125Cumulative active return vs benchmark, %
Growth of the fund relative to its benchmark: +10 means ₹100 in the fund is worth 10% more than ₹100 in the benchmark since the start of the line.

Equity curve

2022202320242025202693152212Fund (NAV=100)Benchmark: NIFTY 500 TRICategory median (Flexi)

Drawdown

20222023202420252026-18-90Drawdown %

Fiscal-year record

FYActive vs BMvs categoryIR%ileTEBenchmarkFund returnmonths
FY22*-0.8%-0.0%—50—4.1%3.3%1
FY232.8%-0.2%0.56514.6%-1.6%1.2%12
FY249.3%7.9%1.62824.0%40.1%49.4%12
FY257.3%4.7%0.88748.3%5.9%13.2%12
FY26-1.8%-2.5%-0.35244.9%-3.1%-4.9%12
FY27*11.3%9.4%3.82936.1%15.1%26.4%5
Active/Fund returns are TOTALS over the months covered — never annualized (FY27* is year-to-date; a * row covers only part of the year). %ile is the fund's percentile within its peer pool for that year.

Monthly active returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2022-0.8-2.5+1.2+0.6-0.0-1.0+1.8+0.1-1.2+0.2-1.6
2023+0.9+2.4+0.1-0.9+1.2+0.2-0.7+1.9-0.2+1.9+1.5-1.4+7.1
2024+0.5+1.8+0.7+1.1+0.9+1.4-1.0+2.8+1.2+1.8+2.5+3.0+17.9
2025-5.8-0.5-0.1+0.6+1.7+1.6+1.3+0.5-0.5-1.9-0.3-2.4-5.9
2026-2.0-0.1-0.2+2.1+1.6+4.8-0.0+1.3+7.5
Fund monthly return minus benchmark; the year column compounds each separately and differences them.

Monthly returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2022+3.3-3.2-3.1-4.4+9.6+3.7-1.4+4.2+2.1-2.9+7.1
2023-2.4-0.4+0.4+3.6+5.0+4.5+3.2+1.3+2.0-0.9+8.6+6.6+35.7
2024+2.4+3.3+1.5+4.6+1.7+8.3+3.3+3.8+3.3-4.5+2.5+1.6+36.3
2025-9.3-8.3+7.2+3.8+5.4+5.4-1.5-1.3+0.7+2.4+0.7-2.7+0.9
2026-5.3+0.3-11.6+12.6+1.6+6.5+2.2+1.6+6.2

Quarterly average AUM & estimated net flows

202220232024202520263882,6464,904AUM (quarter avg), ₹cr
-694862
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by construction). Monthly returns are month-end NAV chains; stale prints (>7 days before month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic monthly convention. Independence: all figures are computed from mandatory public disclosures with a fixed methodology applied identically to every fund — no fund can pay for inclusion, exclusion, placement, or altered presentation, and any material commercial relationship will be disclosed on the affected pages. Nothing here is investment advice; past performance does not predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard · PMS leaderboard
Feedback, inputs, or bug reports are appreciated — @vivekrmr on X · LinkedIn.