Question 1

Which funds are similar to Invesco India Flexi Cap Fund Direct-Growth?

Accepted Answer

Funds similar to Invesco India Flexi Cap Fund Direct-Growth in the Equity: Flexi Cap category include Parag Parikh Flexi Cap Fund Direct-Growth, HDFC Flexi Cap Direct Plan-Growth, and Kotak Flexicap Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.

Question 2

What is the rank of Invesco India Flexi Cap Fund Direct-Growth in its category?

Accepted Answer

On a 3-year return basis Invesco India Flexi Cap Fund Direct-Growth is ranked 4 out of 48 funds in the Equity: Flexi Cap category as of 16 Jul 2026. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.

Question 3

How does Invesco India Flexi Cap Fund Direct-Growth's expense ratio compare to similar funds?

Accepted Answer

Invesco India Flexi Cap Fund Direct-Growth has an expense ratio of 0.76%. The peers Parag Parikh Flexi Cap Fund Direct-Growth has an expense ratio of 0.70% and HDFC Flexi Cap Direct Plan-Growth has 0.77%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.

Question 4

How does Invesco India Flexi Cap Fund Direct-Growth's AUM compare to similar funds?

Accepted Answer

Invesco India Flexi Cap Fund Direct-Growth has an AUM of ₹5,273.59 crore. The peers Parag Parikh Flexi Cap Fund Direct-Growth has an AUM of ₹1,43,388 crore and HDFC Flexi Cap Direct Plan-Growth has ₹1,06,496 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.

Question 5

Which fund has the best 3-year returns in the Equity: Flexi Cap?

Accepted Answer

The top performing fund in the Equity: Flexi Cap category on a 3-year basis is SBI Childrens Fund - Investment Plan Direct-Growth with a CAGR of 23.07% as of 16 Jul 2026. Invesco India Flexi Cap Fund Direct-Growth has delivered 19.62% CAGR over the same period, ranking 4 out of 48 funds. You can view and compare the full category ranking on sharpely.

Question 6

How does Invesco India Flexi Cap Fund Direct-Growth rank in risk-adjusted returns vs peers?

Accepted Answer

On a risk-adjusted basis, Invesco India Flexi Cap Fund Direct-Growth has a Sharpe ratio of 0.80 compared to the Equity: Flexi Cap average of 0.56 as of 16 Jul 2026. It ranks 8 out of 52 funds in its category on Sharpe ratio.

Period	This Fund	Category Avg	Category Rank
1Y Return	+1.73%	1.64%	27 / 63
3Y Return	+19.62%	13.80%	4 / 48
5Y Return	—	12.60%	—
10Y Return	—	13.89%	—

Invesco India Flexi Cap Fund Direct-Growth

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