{"id":252968,"date":"2026-09-17T13:40:31","date_gmt":"2026-09-17T08:10:31","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/invesco-india-flexi-cap-fund-direct-growth-review-2026\/"},"modified":"2026-09-17T13:40:31","modified_gmt":"2026-09-17T08:10:31","slug":"invesco-india-flexi-cap-fund-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/invesco-india-flexi-cap-fund-direct-growth-review-2026\/","title":{"rendered":"Invesco India Flexi Cap Fund Direct Growth Review 2026: NAV, Returns, Portfolio &#038; Should You Invest?"},"content":{"rendered":"<p><a href=\"https:\/\/univest.in\/mutual-funds\/invesco-india-flexi-cap-fund-g-direct-plan\">Invesco India Flexi Cap Fund Direct Growth Plan<\/a> has a NAV of \u20b920.37 as of 16 September 2026 and a scheme AUM of \u20b95,708 Cr. Its 1-year, 3-year and 5-year returns are -1.02%, 16.66% and Data not available, and it is tagged High Risk. Our view is that this is a fund for investors who can accept sharper swings in pursuit of diversified equity exposure, with the recent year looking weaker even though the 3-year picture remains constructive.<\/p>\n<p>The fund\u2019s benchmark is Nifty 50, so we read it as a flexi-cap portfolio that has aimed to add value through stock selection rather than mirror the index. The portfolio is led by financials, infrastructure, healthcare, telecom and retail names, which gives it a broad growth orientation but also keeps it exposed to equity market volatility.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/invesco-india-flexi-cap-fund-direct-growth-review-2026\/#Quick_facts\" title=\"Quick facts\">Quick facts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/invesco-india-flexi-cap-fund-direct-growth-review-2026\/#Performance\" title=\"Performance\">Performance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/invesco-india-flexi-cap-fund-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_Invesco_India_Flexi_Cap\" title=\"Should you BUY or HOLD Invesco India Flexi Cap?\">Should you BUY or HOLD Invesco India Flexi Cap?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/invesco-india-flexi-cap-fund-direct-growth-review-2026\/#Peer_comparison\" title=\"Peer comparison\">Peer comparison<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/invesco-india-flexi-cap-fund-direct-growth-review-2026\/#Portfolio_where_your_money_goes\" title=\"Portfolio: where your money goes\">Portfolio: where your money goes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/invesco-india-flexi-cap-fund-direct-growth-review-2026\/#Who_should_invest\" title=\"Who should invest\">Who should invest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/invesco-india-flexi-cap-fund-direct-growth-review-2026\/#Tax_and_exit_load\" title=\"Tax and exit load\">Tax and exit load<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/invesco-india-flexi-cap-fund-direct-growth-review-2026\/#Frequently_asked_questions\" title=\"Frequently asked questions\">Frequently asked questions<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/invesco-india-flexi-cap-fund-direct-growth-review-2026\/#What_is_the_current_NAV_of_Invesco_India_Flexi_Cap_Fund_Direct_Growth_Plan\" title=\"What is the current NAV of Invesco India Flexi Cap Fund Direct Growth Plan?\">What is the current NAV of Invesco India Flexi Cap Fund Direct Growth Plan?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/invesco-india-flexi-cap-fund-direct-growth-review-2026\/#What_are_the_1-year_3-year_and_5-year_returns\" title=\"What are the 1-year, 3-year and 5-year returns?\">What are the 1-year, 3-year and 5-year returns?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/invesco-india-flexi-cap-fund-direct-growth-review-2026\/#How_has_the_fund_performed_against_Nifty_50\" title=\"How has the fund performed against Nifty 50?\">How has the fund performed against Nifty 50?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/univest.in\/blogs-2\/invesco-india-flexi-cap-fund-direct-growth-review-2026\/#How_does_it_compare_with_other_flexi-cap_funds_on_recent_returns\" title=\"How does it compare with other flexi-cap funds on recent returns?\">How does it compare with other flexi-cap funds on recent returns?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/univest.in\/blogs-2\/invesco-india-flexi-cap-fund-direct-growth-review-2026\/#What_is_the_minimum_SIP_amount\" title=\"What is the minimum SIP amount?\">What is the minimum SIP amount?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/univest.in\/blogs-2\/invesco-india-flexi-cap-fund-direct-growth-review-2026\/#Who_manages_the_fund_and_what_is_the_exit_load\" title=\"Who manages the fund and what is the exit load?\">Who manages the fund and what is the exit load?<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/univest.in\/blogs-2\/invesco-india-flexi-cap-fund-direct-growth-review-2026\/#Bottom_line\" title=\"Bottom line\">Bottom line<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/univest.in\/blogs-2\/invesco-india-flexi-cap-fund-direct-growth-review-2026\/#Explore_mutual_funds_with_Univest\" title=\"Explore mutual funds with Univest\">Explore mutual funds with Univest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/univest.in\/blogs-2\/invesco-india-flexi-cap-fund-direct-growth-review-2026\/#RIA_disclosure\" title=\"RIA disclosure\">RIA disclosure<\/a><\/li><\/ul><\/nav><\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Quick_facts\"><\/span>Quick facts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Particular<\/th>\n<th>Details<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>NAV<\/td>\n<td>\u20b920.37 as of 16 Sep 2026<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b95,708 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>0.56%<\/td>\n<\/tr>\n<tr>\n<td>Launch Date<\/td>\n<td>14 Feb 2022<\/td>\n<\/tr>\n<tr>\n<td>Min SIP<\/td>\n<td>\u20b9100<\/td>\n<\/tr>\n<tr>\n<td>Risk Category<\/td>\n<td>High Risk<\/td>\n<\/tr>\n<tr>\n<td>Benchmark<\/td>\n<td>Nifty 50<\/td>\n<\/tr>\n<tr>\n<td>Fund Category<\/td>\n<td>Equity<\/td>\n<\/tr>\n<tr>\n<td>Exit Load<\/td>\n<td>Nil upto 10% of units and 1% for remaining units on or before 1Y, Nil after 1Y<\/td>\n<\/tr>\n<tr>\n<td>Fund Managers<\/td>\n<td>Taher Badshah, Fatema Pacha<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund is managed by Taher Badshah and Fatema Pacha.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 16 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Performance\"><\/span>Performance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Period<\/th>\n<th>Fund return<\/th>\n<th>Benchmark return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>1M<\/td>\n<td>-3.64%<\/td>\n<td>-4.41%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>1.9%<\/td>\n<td>-3.6%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>-1.02%<\/td>\n<td>-7.76%<\/td>\n<\/tr>\n<tr>\n<td>3Y<\/td>\n<td>16.66%<\/td>\n<td>5.74%<\/td>\n<\/tr>\n<tr>\n<td>5Y<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The recent pattern is mixed rather than smooth. Over 1 month, the fund stayed under pressure, though it fell less than the benchmark. Over 3 months, it moved back into positive territory while the benchmark remained negative, which suggests the fund recovered faster than the index during that stretch.<\/p>\n<p>The 1-year figure is still negative, but it is materially better than the benchmark\u2019s decline. That tells us the fund handled a weak period better than Nifty 50, even if it did not yet deliver positive trailing one-year gains. For an investor, that is a sign of relative resilience rather than outright strength.<\/p>\n<p>The 3-year return is where the longer-run picture improves sharply. At 16.66%, the fund is well ahead of the benchmark\u2019s 5.74%, which points to stronger compounding over a fuller market cycle. We would not read the shorter-term softness as a full reversal of that trend, but it does show that the path has been uneven. The 5-year line is not available in the current record, so we would avoid stretching the evidence beyond the 3-year horizon.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 16 Sep 2026<\/small><\/p>\n<section class=\"univest-mf-premium-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;border:1px solid #d8e3f0;background:#f7faff\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Should_you_BUY_or_HOLD_Invesco_India_Flexi_Cap\"><\/span>Should you BUY or HOLD Invesco India Flexi Cap?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A fund&#8217;s past returns alone don&#8217;t tell you whether you should buy it today or continue holding it.<\/p>\n<p>The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.<\/p>\n<p><strong>Already holding Invesco India Flexi Cap? Thinking of investing now?<\/strong><\/p>\n<p><a href=\"https:\/\/univest.in\/mutual-funds\" style=\"font-weight:700;text-decoration:none\">Get your portfolio analysed for FREE by SEBI-registered Investment Adviser (RIA) through Univest MF Premium<\/a><\/p>\n<\/section>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Peer_comparison\"><\/span>Peer comparison<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Fund<\/th>\n<th>1Y return<\/th>\n<th>3Y return<\/th>\n<th>5Y return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/invesco-india-flexi-cap-fund-g-direct-plan\">Invesco India Flexi Cap Fund Direct Growth Plan<\/a><\/td>\n<td>-1.02%<\/td>\n<td>16.66%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/bank-of-india-flexi-cap-fund-g-direct-plan\">Bank of India Flexi Cap Fund Direct Growth Plan<\/a><\/td>\n<td>10.1%<\/td>\n<td>18.09%<\/td>\n<td>16.01%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/iti-flexi-cap-fund-g-direct-plan\">ITI Flexi Cap Fund Direct Growth Plan<\/a><\/td>\n<td>9.54%<\/td>\n<td>17.61%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/navi-flexi-cap-fund-g-direct-plan\">Navi Flexi Cap Fund Direct Growth Plan<\/a><\/td>\n<td>7.9%<\/td>\n<td>10.18%<\/td>\n<td>10.89%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/lic-mf-multi-cap-fund-g-direct-plan\">LIC MF Multi Cap Fund Direct Growth Plan<\/a><\/td>\n<td>7.11%<\/td>\n<td>17.04%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/aditya-birla-sl-flexi-cap-fund-g-direct-plan\">Aditya Birla SL Flexi Cap Fund Direct Growth Plan<\/a><\/td>\n<td>5.94%<\/td>\n<td>13.33%<\/td>\n<td>10.98%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639. On 1-year performance, this fund trails the listed peers that have positive recent numbers, while still doing better than the benchmark. That makes the short-term picture weaker than the peer set. Over 3 years, however, it is ahead of several peers with available data and only slightly behind the strongest names in this list, so the longer-term comparison is more balanced. The 5-year comparison cannot be drawn for the current fund, which leaves the 3-year track record as the more useful lens.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 16 Sep 2026<\/small><\/p>\n<div class=\"univest-peer-login-cta\" style=\"margin:20px 0;padding:16px 18px;border:1px solid #d8e3f0;border-radius:8px;background:#f7faff\">\n<p style=\"margin:0\"><strong>Want to know more?<\/strong> <a href=\"https:\/\/univest.in\/user\/log-in\" style=\"font-weight:700;text-decoration:none\">Log in to Univest<\/a> for more mutual fund insights.<\/p>\n<\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Portfolio_where_your_money_goes\"><\/span>Portfolio: where your money goes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding<\/th>\n<th>Sector<\/th>\n<th>Weight<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>ICICI Bank Limited<\/td>\n<td>Bank<\/td>\n<td>5.95%<\/td>\n<\/tr>\n<tr>\n<td>Bajaj Finance Ltd<\/td>\n<td>Finance<\/td>\n<td>3.34%<\/td>\n<\/tr>\n<tr>\n<td>Larsen &amp; Toubro Limited<\/td>\n<td>Infrastructure<\/td>\n<td>3.31%<\/td>\n<\/tr>\n<tr>\n<td>Sai Life Sciences Limited<\/td>\n<td>Domestic Equities<\/td>\n<td>2.54%<\/td>\n<\/tr>\n<tr>\n<td>Titan Company Limited<\/td>\n<td>Diamond &amp; Jewellery<\/td>\n<td>2.49%<\/td>\n<\/tr>\n<tr>\n<td>Bharti Airtel Limited<\/td>\n<td>Telecom<\/td>\n<td>2.47%<\/td>\n<\/tr>\n<tr>\n<td>Multi Commodity Exchange of India Limited<\/td>\n<td>Finance<\/td>\n<td>2.3%<\/td>\n<\/tr>\n<tr>\n<td>Max Healthcare Institute Limited<\/td>\n<td>Healthcare<\/td>\n<td>2.22%<\/td>\n<\/tr>\n<tr>\n<td>Trent Limited<\/td>\n<td>Retailing<\/td>\n<td>2.17%<\/td>\n<\/tr>\n<tr>\n<td>Tata Motors Ltd<\/td>\n<td>Domestic Equities<\/td>\n<td>2.07%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The top holding, ICICI Bank Limited, carries a 5.95% weight, so it is meaningful but not dominant. The gap from the largest position to the tenth holding is fairly controlled, with weights stepping down to 2.07%, which suggests the fund is not relying on one or two oversized bets inside the top slice.<\/p>\n<p>The top 10 holdings account for approximately 28.86% of the portfolio, and the fund has 65 disclosed holdings in total. That combination points to a portfolio that may still be diversified across many positions even though the visible leaders carry most of the weight. In our view, the structure looks moderately concentrated at the top, but not excessively so, which may help individual stock moves matter without allowing a single name to dominate outcomes.<\/p>\n<p>Because the list extends well beyond the first 10 holdings, the tail of the portfolio could still influence results in a meaningful way. At the same time, the top names are large enough that the fund is likely to have greater sensitivity to financials, infrastructure and other growth-linked sectors represented in the leading positions.<\/p>\n<p>To see all holdings, visit the <a href=\"https:\/\/univest.in\/mutual-funds\/invesco-india-flexi-cap-fund-g-direct-plan\">Invesco India Flexi Cap Fund Direct Growth Plan<\/a> page<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 16 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_should_invest\"><\/span>Who should invest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund suits investors who are comfortable with High Risk equity exposure and can stay invested through uneven stretches. The 3-year return is much stronger than the 1-year figure, so the longer the horizon, the better this fund\u2019s track record has looked relative to the benchmark.<\/p>\n<p>The trade-off is clear: you are taking on higher volatility in exchange for the chance of stronger long-term compounding than the index. The peer set shows that the fund\u2019s recent year has lagged several comparable funds, but its 3-year record remains solid enough to keep it relevant for investors who can accept short-term drawdowns and are focused on a multi-year horizon.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Tax_and_exit_load\"><\/span>Tax and exit load<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding period<\/th>\n<th>Tax rate<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Units held less than 1 year<\/td>\n<td>20%<\/td>\n<td>Short-term capital gains tax<\/td>\n<\/tr>\n<tr>\n<td>Units held more than 1 year<\/td>\n<td>12.5%<\/td>\n<td>Long-term capital gains tax<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Exit load applies if units are sold on or before 1 year: nil on up to 10% of units and 1% on the remaining units. There is no exit load after the holding period.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 16 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Frequently_asked_questions\"><\/span>Frequently asked questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_current_NAV_of_Invesco_India_Flexi_Cap_Fund_Direct_Growth_Plan\"><\/span>What is the current NAV of Invesco India Flexi Cap Fund Direct Growth Plan?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The current NAV is \u20b920.37 as of 16 September 2026.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_are_the_1-year_3-year_and_5-year_returns\"><\/span>What are the 1-year, 3-year and 5-year returns?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The 1-year return is -1.02%, the 3-year return is 16.66%, and the 5-year return is Data not available.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_has_the_fund_performed_against_Nifty_50\"><\/span>How has the fund performed against Nifty 50?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>It has done better than Nifty 50 over 1 month, 3 months, 1 year and 3 years. The strongest gap is at 3 years, where the fund\u2019s return is well ahead of the benchmark.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_does_it_compare_with_other_flexi-cap_funds_on_recent_returns\"><\/span>How does it compare with other flexi-cap funds on recent returns?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Its 1-year return is weaker than the listed peer funds with positive recent numbers, while the 3-year return is still competitive within that peer set. The shorter-term picture is softer than the longer-term one.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_minimum_SIP_amount\"><\/span>What is the minimum SIP amount?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>There is no minimum SIP figure listed here.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_manages_the_fund_and_what_is_the_exit_load\"><\/span>Who manages the fund and what is the exit load?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The fund is managed by Taher Badshah and Fatema Pacha. Exit load is nil on up to 10% of units if sold on or before 1 year, and 1% applies to the remaining units; there is no exit load after 1 year.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Bottom_line\"><\/span>Bottom line<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Invesco India Flexi Cap Fund Direct Growth Plan looks more convincing over 3 years than over the latest 1-year stretch, which means the performance story is not one of steady outperformance. It has still held up better than the benchmark in recent periods, and its 3-year return remains ahead of the index. The portfolio\u2019s top holdings are led by ICICI Bank and spread across several sectors, so the fund is not built around a single large position. It may suit investors who want an active flexi-cap fund and can tolerate a high-risk profile over a multi-year horizon.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 17 September 2026 at 1:37 PM IST<\/p>\n<section class=\"univest-login-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;background:#eef5ff;border:1px solid #cddff7;text-align:center\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Explore_mutual_funds_with_Univest\"><\/span>Explore mutual funds with Univest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Review mutual fund data, compare performance and explore fund insights on Univest.<\/p>\n<p><a href=\"https:\/\/univest.in\/user\/log-in\" style=\"display:inline-block;padding:11px 20px;border-radius:6px;background:#1f4e79;color:#fff !important;text-decoration:none;font-weight:700\">Explore Univest<\/a><\/p>\n<\/section>\n<section class=\"univest-disclaimer\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"RIA_disclosure\"><\/span>RIA disclosure<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.<\/p>\n<\/section>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"InvestmentFund\",\"name\":\"Invesco India Flexi Cap Fund Direct Growth Plan\",\"identifier\":\"invesco-india-flexi-cap-fund-g-direct-plan\",\"category\":\"Equity\",\"dateCreated\":\"14 Feb 2022\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":20.37,\"valueReference\":\"as of 16 Sep 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"5708 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"0.56\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty 50\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":-1.02},{\"@type\":\"PropertyValue\",\"name\":\"3Y Return\",\"value\":16.66},{\"@type\":\"PropertyValue\",\"name\":\"5Y Return\",\"value\":0},{\"@type\":\"PropertyValue\",\"name\":\"Fund Managers\",\"value\":\"Taher Badshah, Fatema Pacha\"}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the current NAV of Invesco India Flexi Cap Fund Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The current NAV is \u20b920.37 as of 16 September 2026.\"}},{\"@type\":\"Question\",\"name\":\"What are the 1-year, 3-year and 5-year returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The 1-year return is -1.02%, the 3-year return is 16.66%, and the 5-year return is Data not available.\"}},{\"@type\":\"Question\",\"name\":\"How has the fund performed against Nifty 50?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"It has done better than Nifty 50 over 1 month, 3 months, 1 year and 3 years. The strongest gap is at 3 years, where the fund\u2019s return is well ahead of the benchmark.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with other flexi-cap funds on recent returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Its 1-year return is weaker than the listed peer funds with positive recent numbers, while the 3-year return is still competitive within that peer set. The shorter-term picture is softer than the longer-term one.\"}},{\"@type\":\"Question\",\"name\":\"What is the minimum SIP amount?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"There is no minimum SIP figure listed here.\"}},{\"@type\":\"Question\",\"name\":\"Who manages the fund and what is the exit load?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund is managed by Taher Badshah and Fatema Pacha. Exit load is nil on up to 10% of units if sold on or before 1 year, and 1% applies to the remaining units; there is no exit load after 1 year.\"}}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Organization\",\"name\":\"Uniapps Investment Adviser Pvt. Ltd.\",\"description\":\"SEBI Registered Investment Adviser INA000017639\"}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Invesco India Flexi Cap Fund Direct Growth Plan has a NAV of \u20b920.37 as of 16 September 2026, AUM of \u20b95,708 Cr and 1Y\/3Y returns of -1.02% and 16.66%.<\/p>\n","protected":false},"author":38,"featured_media":252965,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-252968","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["252965"],"rank_math_title":["Invesco India Flexi Cap Fund Review 2026"],"rank_math_description":["Invesco India Flexi Cap Fund Direct Growth Plan NAV \u20b920.37; 1Y return -1.02%, 3Y return 16.66%. Read our 2026 review."],"rank_math_focus_keyword":["Invesco India Flexi Cap Fund Direct Growth Plan review"],"rank_math_robots":["a:2:{i:0;s:7:\"noindex\";i:1;s:8:\"nofollow\";}"]},"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/univest.in\/blogs-2\/wp-content\/uploads\/2026\/09\/Invesco_India_Flexi_Cap_Fund_Direct_Growth_Review_2026_NAV_Returns_Portfolio_Should_You_Invest_neutral.png","_links":{"self":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/252968","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/users\/38"}],"replies":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/comments?post=252968"}],"version-history":[{"count":0,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/252968\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/252965"}],"wp:attachment":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media?parent=252968"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/categories?post=252968"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/tags?post=252968"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}