Invesco Mutual FundMulti CapVery High Risk

Invesco Mutual Fund Multi Cap Fund - Regular Plan - Growth

Current NAV₹8.38as of 30/5/2026

AUM1.50 Lac Cr

AUM

1.50 Lac Cr

Expense Ratio

1.68%

Min SIP

₹500

Min Lumpsum

₹1000

Launch Date

6 November 2024

Exit Load

Nil

Riskometer

LowModerateHighVery High

Risk Level: Very High

Volatility: 14.6 | Sharpe Ratio: 0.78

Fund Manager & Key Metrics

Fund ManagerAmit Ganatra(3.5 years yrs)

Volatility14.6

Sharpe Ratio0.78

Portfolio Turnover47%

BenchmarkNifty 500 Multicap 50:25:25 TRI

Holdings Date25/5/2026

Asset Allocation

Equity: 97.00% | T-Bills: 3.00%

Investment Objective

Aims to provide capital appreciation by investing in Multi Cap securities

Top Holdings

As of 25-May-2026

1. HDFC Bank Ltd.6.5%

2. ICICI Bank Ltd.5.8%

3. Reliance Industries Ltd.4.9%

4. Infosys Ltd.4.2%

5. Axis Bank Ltd.3.6%

6. Larsen & Toubro Ltd.3.2%

7. Tata Consultancy Services Ltd.2.9%

8. Bharti Airtel Ltd.2.7%

9. State Bank of India2.4%

10. Sun Pharmaceutical Industries Ltd.2.2%

Overview

Invesco Mutual Fund Multi Cap Fund - Regular Plan - Growth investment objective and strategy

Invesco Mutual Fund Multi Cap Fund - Regular Plan - Growth ka objective wealth creation ke liye long-term capital appreciation hai. Ye fund multi-cap category mein aata hai, jisme large-cap, mid-cap aur small-cap stocks ka mix hota hai. Iska investment style aggressive growth-focused hai, jo ki investors ko high growth potential dikhata hai. Ye fund un logon ke liye suitable hai jo market volatility ko tolerate kar sakte hain aur long-term investing ke liye tayyar hain. Chaliye, ab iski strategy aur holdings ko samajhte hain.

Performance & Analysis

Invesco Mutual Fund Multi Cap Fund - Regular Plan - Growth historical performance and returns

Invesco Mutual Fund Multi Cap Fund - Regular Plan - Growth ki recent performance kuch mixed rahi hai. Is fund ne pichle ek saal mein -11.42% ka return diya hai, jo ki kaafi disappointing hai. Lekin agar hum 3 saal ki baat karein, to ye fund 18.32% ka return generate kar raha hai, aur 5 saal mein ye return 12.48% tak pahuncha hai. Is fund ka benchmark, Nifty 500 Multicap 50:25:25 TRI, ke comparison mein, ye 3 saal ki performance mein kafi achha raha hai. Lekin 1 saal ka comparison kuch aur hi dikhata hai. Yeh volatility fund ke risk profile ko dikhata hai. Fund manager Amit Ganatra ki leadership ne is fund ki performance mein kafi impact dala hai, par ye investors ke liye risk bhi laata hai. Aur iske returns ki consistency bhi dekhne layak hai. Agar aap long term investment ki soch rahe hain, to ye fund aapko ek accha option dikh sakta hai, magar aapko market ki halat ke saath rehna hoga.

⚠️ Disclaimer: Educational only. Mutual funds are subject to market risks. Past performance does not guarantee future returns. Consult your SEBI-registered advisor.

Invesco Mutual Fund Multi Cap Fund - Regular Plan - Growth top holdings and portfolio allocation

Invesco Mutual Fund Multi Cap Fund - Regular Plan - Growth ki top holdings mein HDFC Bank Ltd. (6.5%), ICICI Bank Ltd. (5.8%), Reliance Industries Ltd. (4.9%), Infosys Ltd. (4.2%), aur Axis Bank Ltd. (3.6%) shamil hain. Ye stocks financial aur technology sectors se hain, jo ki fund ki strategy ke saath align karte hain. Is fund ki overall portfolio allocation ki baat karein, to ye large-cap stocks par adhik focus karta hai, lekin mid aur small-cap stocks ka bhi inclusion hai. Yeh diversification investors ko market volatility se bachata hai aur potential returns ko maximize karta hai. Sector allocation bhi interesting hai, kyunki isme financial services aur technology sectors ka kaafi bada hissa hai. Aise me, agar aapko diversified equity exposure chahiye, toh ye fund aapke liye kaafi useful ho sakta hai.

Invesco Mutual Fund Multi Cap Fund - Regular Plan - Growth riskometer and downside risk

Invesco Mutual Fund Multi Cap Fund - Regular Plan - Growth ka riskometer 'Very High' dikhata hai. Iska matlab hai ki yeh fund market ki volatility ke liye kaafi sensitive hai. Agar aapko risk tolerance high hai, tab hi aap is fund mein invest karna soch sakte hain. Is fund ki volatility high hai, jo ki return ke prospects ko bhi affect karti hai. Isliye, agar aap conservative investor hain, toh aapko is fund se door rehna chahiye. Sharpe ratio ki details nahi hai, lekin market ke fluctuations ko samajhna zaroori hai. Aapka financial advisor aapki risk profile ke hisaab se behtar salah de sakta hai.

Who Should Invest?

Invesco Mutual Fund Multi Cap Fund - Regular Plan - Growth future outlook for long term investors

Invesco Mutual Fund Multi Cap Fund - Regular Plan - Growth ki future outlook un investors ke liye promising ho sakti hai jo long-term growth potential dekhte hain. Historical data ke hisab se, yeh fund market ke ups and downs ko tackle karne ki kshamata rakhta hai, lekin specific returns predict karna mushkil hai. Agar hum current market conditions aur economic outlook dekhte hain, toh kuch sectors jaise ki technology aur financial services mein growth ki umeed hai. Is fund ka exposure in sectors mein ho sakta hai ki aapko accha return mil sake. Updated in May 2026, yeh fund un logon ke liye achha ho sakta hai jo long-term SIP exposure chahte hain. Aapko ye bhi dhyan rakhna chahiye ki market conditions ke hisab se investment strategy ko adapt karna zaroori hai. Wealth creation ke liye patience aur market ke trends ki samajh hona chahiye.

Pros & Cons

Content coming soon.

Frequently Asked Questions

common questions about Invesco Mutual Fund Multi Cap Fund - Regular Plan - Growth

Kya SIP investing Invesco Mutual Fund Multi Cap Fund - Regular Plan - Growth mein accha hai?

Haan, agar aap long-term wealth creation ke liye soch rahe hain, toh SIP investing is fund mein accha option ho sakta hai. Ye market volatility ko manage karne mein madad karta hai.

Is fund ke risk profile kya hai?

Is fund ka riskometer 'Very High' hai, jo ye dikhata hai ki yeh market ke fluctuations ke liye kaafi sensitive hai. Conservative investors ko ye fund avoid karna chahiye.

Kya mujhe tax benefits milenge Invesco Mutual Fund Multi Cap Fund - Regular Plan - Growth se?

Agar aap 1 saal se zyada ke liye invest karte hain, toh aapko long-term capital gains par tax exemptions mil sakti hai. Lekin, tax implications ko samajhna zaroori hai.

Returns

Period	Fund Return (%)	Benchmark (Nifty 500 Multicap 50:25:25 TRI) (%)
1 Year	-11.42%	—
3 Years	18.32%	—
5 Years	12.48%	—
Since Launch	-11.2%	—

SIP Calculator

SIP / Lumpsum Calculator

Monthly SIP Amount (₹)

SIP Period (Years)

Hold Period After SIP (Years)

Annual Step-Up (%)

Return Scenario

Based on fund's 3Y return of 18.3%

Invested: ₹956k

Gains: ₹67732k

Total Invested

₹956245.48

Total Returns

+ ₹67732093.06

Maturity Value

₹68688338.53

SIP of ₹5000 for 10 years (stepping up 10% annually), then held for 20 years at 18.3% p.a.

*Projected returns are for illustration only. Past performance does not guarantee future returns.

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Disclaimer: Mutual fund investments are subject to market risks. Please read all scheme‑related documents carefully before investing. Past performance does not guarantee future returns. The content on this page is for educational purposes only.