Invesco India Multicap Fund - Growth Option
(Erstwhile Invesco India MID N SMALL CAP Fund - Growth Option)
| Category: Equity: Multi Cap |
| Launch Date: 17-03-2008 |
| Asset Class: Equity |
| Benchmark: S&P BSE Allcap TRI |
| Expense Ratio: 2.46% As on (28-02-2019) |
| Status: Open Ended Schemes(Equity Scheme - Multi Cap Fund) for subscription |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 728.13 Cr As on (28-02-2019) |
| Turn over: 59.0 |
PERFORMANCE of Invesco India Multicap Fund - Growth Option
Scheme Performance (%) Data as on - 23-04-2019
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Invesco India Multicap Fund - Growth Option | -10.11 | 10.78 | 16.19 | 23.13 | 14.86 |
| S&P BSE Allcap TRI | 2.2 | 14.26 | 13.63 | 15.56 | 9.6 |
| Equity: Multi Cap | 0.68 | 12.5 | 14.28 | 16.83 | 12.3 |
Yearly Performance (%)
Fund Managers
Mr. Vinay Paharia
Mr. Paharia holds a B.Com degree from Narsee Monjee College and an M.M.S. degree from Welingkar Institute of Management, Mumbai. Prior to joining Religare Invesco Asset Management Company (Jan 2007-Present) he was associated with DBS Cholamandalam AMC (Jan 2006-Jan 2007), K R Choksey Shares and Securities Pvt Ltd (Jan 2004-Jan 2006), First Global Stock broking Pvt. Ltd (Jun 2002-Jan 2004).
Investment Objective
The fund shall primarily focus on the mid and small cap stocks by following bottom up approach and the focus will primarily be on specific company rather than the industry in which that company operates.
RETURNS CALCULATOR for Invesco India Multicap Fund - Growth Option
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Riskometer
Key Performance and Risk Statistics of Invesco India Multicap Fund - Growth Option
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Invesco India Multicap Fund - Growth Option | 14.78 | 1.02 | -2.94 | 1.07 | - | - |
| Equity: Multi Cap | - | - | - | - | - | - |
PEER COMPARISION of Invesco India Multicap Fund - Growth Option
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| Invesco India Multicap Fund - Growth Option | 17-03-2008 | -10.11 | 2.73 | 10.78 | 16.19 | 23.13 |
| Parag Parikh Long Term Equity Fund - Regular Plan - Growth | 05-05-2013 | 9.24 | 13.76 | 13.82 | 15.3 | 0.0 |
| Mirae Asset India Equity Fund - Growth Plan | 04-04-2008 | 8.48 | 12.48 | 16.55 | 17.49 | 20.98 |
| HDFC Equity Fund - Growth Option | 01-01-1995 | 7.94 | 10.18 | 15.22 | 13.88 | 18.24 |
| Canara Robeco Equity Diversified Fund - Regular Plan - Growth | 16-09-2003 | 7.06 | 11.57 | 14.83 | 13.17 | 16.89 |
| Mirae Asset India Equity Fund - Dividend Plan | 04-04-2008 | 6.72 | 10.67 | 15.07 | 16.28 | 19.94 |
| Kotak Standard Multicap Fund - Growth | 11-09-2009 | 6.35 | 9.33 | 15.53 | 17.87 | 0.0 |
| Axis Multicap Fund - Regular Plan - Growth | 05-11-2017 | 6.32 | 0.0 | 0.0 | 0.0 | 0.0 |
| Axis Multicap Fund - Regular Plan - Dividend | 13-11-2017 | 6.32 | 0.0 | 0.0 | 0.0 | 0.0 |
| ICICI Prudential Multicap Fund - Growth | 01-10-1994 | 6.18 | 7.32 | 13.58 | 15.65 | 16.82 |