FundLens
74
Flexi CapBuy

Invesco India Flexi Cap

Invesco · Direct–Growth · rank #4 of 47 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
5.8%
+2.7% vs index
3 Years
19.1%
+7.6% vs index
5 Years
Since launch
17.9%

Year-by-year performance

last entry = YTD
2023
+35.7%
2024
+36.3%
2025
+0.9%
2026
+6.0%

Why this score

Invesco India Flexi Cap scores 74/100 — #4 of 47 Flexi Cap fund (Buy). It stands out for 3y return and sharpe ratio — beating 96% of peers on 3y return. The main drag is its volatility (better than only 18% of peers).

Each bar shows the fund's percentile vs Flexi Cap peers — a longer bar beats more of the category.

3Y return19.15% · 96th percentile in category
Sharpe ratio0.79 · 85th percentile in category
Sortino ratio1.13 · 94th percentile in category
Volatility17.23 · 18th percentile in category
Expense ratio0.76% · 82nd percentile in category
Alpha4.05 · 77th percentile in category

Top holdings

top 5 = 18.8% of portfolio
1.ICICI Bank Ltd6.14%
2.Larsen & Toubro Ltd3.56%
3.Bajaj Finance Ltd3.55%
4.Cholamandalam Investment & Finance Company Ltd2.79%
5.Titan Company Ltd2.75%

70 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

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