Invesco India Largecap Fund - Regular Plan

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Value Research Rating

4 star

Our Opinion

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Riskometer

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Very High

₹65.3200 1.35%

As on 18-Mar-2026

Returns

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Calculate SIP Returns of Invesco India Largecap Fund - Regular Plan

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk

info

This fund has Very High risk.

Low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

Portfolio of Invesco India Largecap Fund - Regular Plan

Asset Allocation

Split between different types of investments

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Market Cap Weightage

Split between categories of Equity investments

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We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.

Peer Comparison

Fund name
Rating
Our Opinion
Risk info
Return (%)
Expense Ratio (%) info
Invesco India Largecap Fund - Regular Plan
4 star
unlock fund advisor
Very High
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2.02
5 star
unlock fund advisor
Very High
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1.40
4 star
unlock fund advisor
Very High
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1.47
5 star
unlock fund advisor
Very High
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1.47
5 star
unlock fund advisor
Very High
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1.59

Other details of Invesco India Largecap Fund - Regular Plan

Assets

info

₹1,702 Cr

Exit Load (Days)

info

--

Min. Investment (₹)

1,000

Min. Withdrawal (₹)

1,000

Min. SIP Investment (₹)

100

Min. No of Cheques

12

About Invesco India Largecap Fund - Regular Plan

Invesco India Largecap Fund - Regular Plan is a equity mutual fund scheme of Invesco Mutual Fund. Launched on August 21, 2009, it is currently managed by Hiten Jain. The fund has an expense ratio of 2.02% with an overall AUM (Assets Under Management) of ₹1,702 Cr.

Invesco India Largecap Fund is mandated to invest at least 80 per cent of its assets in large-cap stocks at all times. The fund allows minimum lumpsum investment of ₹1,000 and minimum SIP of ₹100.

Investment Strategy

The scheme seeks to generate capital appreciation by investing predominantly in Largecap companies.

Suitability

Large-cap funds are suitable for investors:

  • Seeking exposure in large-cap stocks for moderately high returns
  • Aiming for long-term wealth creation
  • With a 5+ year investment horizon
  • Who are at ease with the market's ups and downs

Note:

  • Invest only through SIP

Capital Gains Taxation

  • If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1.25 lakh in a financial year are exempt from tax. Gains over Rs 1.25 lakh are taxed at the rate of 12.5%.
  • If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 20%.
  • No tax is to be paid as long as you continue to hold the units.

Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.

Dividend Taxation

  • Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs. 10,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.
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FAQ for Invesco India Largecap Fund - Regular Plan

Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Invesco India Largecap Fund - Regular Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Invesco India Largecap Fund - Regular Plan can be bought from the Invesco Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.

The latest declared NAV of Invesco India Largecap Fund - Regular Plan, is ₹65.3200 as of 19-Mar-2026.

Over the past five years, Invesco India Largecap Fund - Regular Plan has delivered an annualised return of 13.24% as of 19-Mar-2026.

The minimum investment required to start investing in Invesco India Largecap Fund - Regular Plan is ₹1,000 for the lump sum option and ₹100 for the SIP (Systematic Investment Plan) option.