Invesco India Flexi Cap Fund
Invesco India Flexi Cap Fund Growth invests across all company sizes in India for flexible growth.
What This Strategy Does
CW Expert Research Notes
Consistent Outperformance
The fund has outperformed its benchmark index and category peers over the three-year period, delivering an annualized return of 18.2% versus 12.5% for the index and 13% for peers.
Differentiated Construction
The fund's sector positioning reflects conviction in industrials (17.95% versus 12.9% for peers) and consumer cyclicals (21.61% versus 13.2% for peers), while underweighting technology (9.41% versus 16.5% for peers).
Earnings Resilience
The fund's portfolio construction favors companies with durable earnings streams, enabling it to participate in market upside while providing downside protection, outperforming in 3 out of the last 12 years.
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Fund Performance
Benchmark Performance Comparison
Risk Profile
Detailed Risks
Market Risk
Potential economic slowdown in India could dampen consumer demand, impacting cyclical sectors.
Liquidity Risk
High mid-cap exposure could face liquidity stress during market sell-offs.
Concentration Risk
Concentrated in Indian equities, vulnerable to domestic policy shifts or sector risks.
Specific Strategy Risk
Regulatory changes impacting key Indian sectors could disrupt earnings momentum.
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Core Investment Theme
Delivers the flexibility to capitalize on opportunities across the market-cap spectrum. By investing without constraints, this approach allows fund managers to rotate capital toward the best risk-reward propositions—whether defensiveness in large caps during uncertainty or growth capture in smaller companies during expansions. The impact is smoother portfolio returns and adaptability across varying market conditions. Suitable for investors seeking a dynamic, go-anywhere approach.
Broader Market View
Market Outlook
Why This Strategy is Attractive Now
Investment Style & Process
Investment Style
Why it Makes Sense
High-Level Investment Process
Portfolio Holdings Overview
Geographic Allocation
Top Stock Holdings
Fund House Management
The asset management company’s track record, AUM scale, and fund manager credentials.
Fund Manager Track Record
Taher Badshah
Mr. Taher Badshah has experience of 31 years. Manages 42 funds at Invesco Asset Management (India) Private Ltd with an AUM of approximately ₹25,381 Cr Holds a M.M.S degree.
31 years
Combined Team Experience
₹ 25,381 Cr
Assets Under Management
CW Expert Take
Invesco brings global investment expertise to Indian markets. Their strength lies in thematic research and identifying structural growth trends early. The fund house combines quantitative frameworks with fundamental analysis, creating disciplined yet opportunistic strategies across market caps and asset classes.
Firm Overview
Investment Philosophy & Approach
Disciplined Approach
Invesco follows a disciplined investment approach focused on rigorous research.
Risk Management
Risk management is embedded in Invesco's investment decision-making process.
Long-Term Perspective
Invesco maintains a long-term perspective in portfolio construction.
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Regulatory & Tax Information
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)