Invesco India Flexi Cap Fund

Invesco Mutual Fund

By Rajendra Nov 1, 2022 Scheme Analysis

Investment Strategy

[{"selector":"#anim-9a974ad5-4ca2-47c1-ba8a-426568d79ac2","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-66b7f7b2-3b19-4c81-a25a-7eb2a34c4274","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] – Preference for high growth, high-quality and companies exhibiting a turnaround.

Top 5 Holding

ICICI Bank Infoysys HDFC Bank Bharti Airtel Bajaj Finance 9.32 6.87 6.73 3.57 2.76 Total 29.25

Investment Strategy

[{"selector":"#anim-3c1c2c3c-6b2c-4a67-85f5-8d3bcb19faeb","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-d12b2ed3-e74a-48e7-ae35-e71a7e203ec7","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] – No sector bias. Fund will follow a mix of top down and bottom-up approach.

Bank

23.26 9.75 5.81 5.53 4.86

Investment Strategy

[{"selector":"#anim-9334e107-3eb1-40ac-a2a1-8d7345941480","keyframes":{"opacity":[1,1]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"both"}] [{"selector":"#anim-1a134e72-ecf1-4c48-b584-1e6ae2477c42","keyframes":{"transform":["scale(3)","scale(1)"]},"delay":0,"duration":2000,"easing":"cubic-bezier(.3,0,.55,1)","fill":"forwards"}] – Fund will dynamically manage the market cap allocation based on internal criteria.

SIP Performance

Thick Brush Stroke upto 1 year - 1% Scribbled Arrow As on 30 Oct. 2022 6 Month 6,197 11.81% Monthly SIP of 1,000

Invesco Mutual Fund

Invesco India Flexi Cap Fund

Category

Inception

Benchmark

AUM - 906 Cr

Fund Manager

Amit Ganatra & Taher Badshah