Invesco India Flexi Cap
Invesco India Flexi Cap Fund Growth invests across all company sizes in India for flexible growth.
What This Strategy Does
CW Expert Research Notes
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 recession in India driven by high inflation could dampen consumer demand, impacting fund holdings.
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Core Investment Theme
Delivers 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 opportunities—whether defensiveness in large caps during uncertainty or growth capture in smaller companies during expansions. The impact is adaptability that can smooth portfolio returns across varying market conditions. Suitable for investors seeking a dynamic, go-anywhere approach to Indian equities.
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
Lead Portfolio Manager
Mr. Taher Badshah has experience of 32 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.
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.
52 years
Combined Team Experience
₹ 25,381 Cr
Assets Under Management
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 process and culture.
Long-Term Perspective
Invesco maintains a long-term perspective in portfolio construction and management.
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)