Invesco India Multi Cap Fund

Invesco Mutual Fund

Invesco India Multi cap fund

By Rajendra

Oct 26, 2022

Scheme Analysis

Category

Multi Cap

Inception

Mar 17, 2008

Benchmark

Nifty 500 Multicap 50:25:25

AUM - 2,231 Cr

Fund Manager

Pranav Gokhale & Amit Nigam

Invesco India Multi Cap Fund

– The fund invests in a combination of large, mid and small cap companies.

Image Credit - Unsplash

Investment Strategy

Top 5 Holding

ICICI Bank

Infosys

Reliance

Timken India

Sundaram Fasteners

5.79

4.28

3.83

2.40

2.22

Total 18.52

Emphasis on bottom up approach to select stock across market cap range with focus on long term growth- No sector bias

Image Credit - Unsplash

Investment Strategy

Bank

Auto Component

Consumer Durable

Top 5 Sector 14.14

9.10

7.43

5.96

5.63

Industrial Product

IT

Scheme Performance Exit Load Upto 1 Year - 1.00%

As on 30Sep. 2022

1 Year

3 Year

5 Year

Period

Returns

-2.49%

18.57%

10.98%

SIP Performance Exit Load upto 1 year - 1%

As on 30 Sep. 2022

1 Year

3 Year

5 Year

Period

Value

12,155

48,174

87,193

Returns

2.41%

19.89%

14.95%

Monthly SIP of 1,000

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