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Invesco India Multicap Fund
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.66 | 66.28 | 0.62 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.27 | 51.33 | -0.04 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 1,000 |
| BenchmarkBenchmark |
|---|
| Nifty500 Multicap 50:25:25 - TRI |
About Multi Cap Fund
Multi Cap funds invest in stocks across market capitalization. They invest at least 65% of their assets across large cap, mid cap and small cap companies. These funds are relatively less riskier than small cap funds.
Peers & Comparison
EquityMulti Cap Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Invesco India Multicap Fund | 16.39% | 17.48% | 18.95% |
| Nippon India Multi Cap Fund | 14.90% | 23.03% | 16.78% |
| SBI Multicap Fund | 20.27% | — | 18.12% |
| HDFC Multi Cap Fund | 10.80% | 21.65% | 20.65% |
Price Comparison
Compare Invesco India Multicap Fund with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Dec 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Dec 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Dec 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- Infosys Ltd3M change : 2.44 %
Holdings
6.17 %
2.44 % - ICICI Bank Ltd3M change : 0.12 %
Holdings
4.91 %
0.12 % - Trent Ltd3M change : -0.02 %
Holdings
2.98 %
-0.02 %
AMC Profile
Invesco is an independent investment management firm based in Atlanta, Georgia. The company has presence in 25 countries worldwide, serves clients from 120, and has a workforce of 8,000 employees globally.
No.of Schemes
38
Total AUM
₹ 1,08,334.33 Cr.
Fund Manager Profile
Dhimant Kothari
AUM: ₹12,123.06 Cr.
|
Exp: —
Amit Nigam
AUM: ₹10,755.50 Cr.
|
Exp: —
Manager Performance (0)
Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Opinions and Fund Reviews
India's Best Mutual Funds (2011-2020) | How to Identify the Best & Most Consistent Funds? | ETMONEY
3 years ago•ETMONEY
क्या सेबी के नए नियम निवेशकों को नुकसान पहुंचाएंगे ? Will Sebi multicap fund rules harm investors?
4 years ago•Time To Invest
Invesco India Multicap Fund Review 2019 | 868% Returns in 10 Years | Best Multi Cap Mutual Funds
5 years ago•The Mutual Fund Talk
Top 5 Best Multi Cap Funds 2019 | Best Multicap Funds For Long Term | Multi-Cap Mutual Funds
5 years ago•The Mutual Fund Talk
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%