Invesco India Multicap Fund Direct Growth

Equity
Multi Cap
Very High Risk
22.01%
3Y annualised
+0.92% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 28 Mar 2024₹127.16
Min. SIP amount₹500
RatingNA
Fund size₹3,144.66Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Multi Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns44.5%22.0%19.6%19.1%
Category average45.9%22.3%NANA
Rank with in category126NANA
Understand terms

Holdings (70)

NameSectorInstrumentAssets
FinancialEquity4.58%
TechnologyEquity2.95%
EnergyEquity2.92%
FinancialEquity2.72%
FinancialEquity2.38%
HealthcareEquity2.26%
FinancialEquity2.00%
EnergyEquity2.00%
EnergyEquity1.97%
ConstructionEquity1.97%
See All

Pros and cons

Category: Equity Multi Cap

Pros

Cons

Lower expense ratio: 0.68%
Consistently lower annualised returns than category average for the past 1Y and 3Y

Expense ratio, exit load and tax

Expense ratio: 0.68%

Inclusive of GST

Exit load

For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Dhimant Kothari
Dec 2023 - Present
View details

Education
Mr. Kothari is a Chartered Accountant and holds a Commerce degree.
Experience
In his last assignment, he was working as Senior Manager – Research with Credit Analysis and Research Ltd., His other assignments include Lotus India Asset Management and CRISIL Ltd.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
2101 - A-A Wing - 21st Floor,Marathon Futurex,N.M. Joshi Marg, Lower Parel, Mumbai 400013
Phone
022-67310000 / 1800-209-0007
Launch Date
24 Jul 2006
Invesco Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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