Can I invest in SIP and Lumpsum in Invesco India Largecap Fund (G) Direct Growth?

Yes, you can invest both lumpsum and SIP in Invesco India Largecap Fund (G). Minimum lumpsum investment Invesco India Largecap Fund (G) is ₹1,000 and minimum SIP amount is ₹100 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of Invesco India Largecap Fund (G) Direct Growth?

The latest NAV ( Net Asset Value ) of Invesco India Largecap Fund (G) is Invesco India Largecap Fund (G) is ₹67.86 as on 2025-08-01.

Which are the biggest stock holdings of Invesco India Largecap Fund (G)?

The 5 biggest stock holdings of Invesco India Largecap Fund (G) are: HDFC Bank (8.34%), ICICI Bank (6.66%), Infosys (6.03%), Bharti Airtel (4.13%), Reliance Industr (4.09%)

What are the top sectors Invesco India Largecap Fund (G) invests in?

A majority of Invesco India Largecap Fund (G) 's AUM worth ₹1,558.24 (Cr) is invested in these 3 top sectors: Banks : 24.07% IT-Software : 9.75% Finance : 7.37%

Mutual Funds
AMC
Invesco India Largecap Fund (G)

Invesco India Largecap Fund (G)

Large Cap Fund

Invest Now

NAV
67.86(-0.80%)
Fund Size (CR)
₹1,558.24
Expense Ratio
2.05
Scheme Type
Active Fund
Value Research

Min. investment
₹1,000
Minimum Additional Investment
₹1,000
Minimum SIP Investment
₹100
Minimum Withdrawal
₹500
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
0%
Return Since Launch
12.70%

Absolute Return: 2.26%

Annualized Return: 0%

Basic Details

Scheme Manager

Amit Nigam

Bench Mark

Nifty 100 TRI

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	25 July 2025	9824.82	-1.75%	-	-1.10%	144/152
1 Month	1 July 2025	9584.75	-4.15%	-	-3.30%	117/152
3 Month	30 April 2025	10283.38	2.83%	-	2.43%	53/152
6 Month	31 January 2025	10618.06	6.18%	-	5.01%	48/150
1 Year	1 August 2024	9915.25	-0.85%	-0.85%	-2.32%	57/146
3 Year	1 August 2022	15733.83	57.34%	16.29%	15.20%	38/134
5 Year	31 July 2020	23785.49	137.85%	18.90%	18.92%	49/120
Since Inception	28 August 2009	67254.71	572.55%	12.70%	13.52%	102/152

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 August 2024	1,30,000	132237.29	1.72%	1.72%
3 Year	1 August 2022	3,70,000	464783.14	25.62%	7.90%
5 Year	3 August 2020	6,10,000	899719.39	47.49%	8.08%
10 Year	3 August 2015	12,10,000	2548321.51	110.61%	7.73%

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

4.08%

Standard Deviation

1.00%

Beta

1.05%

Sharpe Ratio

0.01%

Treynor's Ratio

2.41%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
HDFC Bank	8.34%	649254	129.95	Equity	Banks
ICICI Bank	6.66%	718081	103.82	Equity	Banks
Infosys	6.03%	586700	93.98	Equity	IT - Software
Bharti Airtel	4.13%	320404	64.39	Equity	Telecomm-Service
Reliance Industr	4.09%	424891	63.76	Equity	Refineries
Bajaj Finance	3.76%	624890	58.52	Equity	Finance
Kotak Mah. Bank	3.04%	219008	47.38	Equity	Banks
Axis Bank	2.86%	372088	44.62	Equity	Banks
Eicher Motors	2.70%	74457	42.12	Equity	Automobile
Titan Company	2.70%	114075	42.10	Equity	Diamond, Gems and Jewellery

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
Motilal Oswal Large Cap Fund - Direct (G)	2533.92	-2.01%	3.81%	7.18%	12.32%	-
Motilal Oswal Large Cap Fund - Direct (IDCW)	2533.92	-2.01%	3.81%	7.18%	12.31%	-
WhiteOak Capital Large Cap Fund - Direct (G)	981.71	-2.98%	3.10%	7.16%	3.92%	-
WhiteOak Capital Large Cap Fund - Direct (IDCW)	981.71	-2.98%	3.10%	7.16%	3.92%	-
Canara Robeco Large Cap Fund - Direct (G)	16617.33	-2.97%	2.33%	6.20%	2.15%	16.80%

List of Schemes under Invesco Mutual Fund

Fund Name	Category	Risk	1Y Returns	Ratings	Fund Size (Cr)
Invesco India Corporate Bond Fund	Debt	Moderate	9.53%	3	₹7,338.33
Invesco India Arbitrage Fund	Hybrid	Low	7.71%	5	₹23,899.90
Invesco India Banking & PSU Fund	Debt	Moderate	9.03%	1	₹147.76
Invesco India Financial Services Fund	Equity	Very High	10.91%	4	₹1,455.76
Invesco India Largecap Fund	Equity	Very High	0.49%	4	₹1,558.24
Invesco India Contra Fund	Equity	Very High	1.9%	3	₹19,257.40
Invesco India Money Market Fund	Debt	Moderately Low	8%	2	₹6,064.35
Invesco India Balanced Advantage Fund	Hybrid	Very High	3.73%	3	₹1,024.34
Invesco India Gilt Fund	Debt	Moderately Low	7.87%	3	₹765.17
Invesco India Gold ETF Fund of Fund	Other	High	37.52%	3	₹168.25
Invesco India Large & Mid Cap Fund	Equity	Very High	11.18%	3	₹7,886.66
Invesco India Infrastructure Fund	Equity	Very High	-6.4%	3	₹1,607.39
Invesco India Liquid Fund	Debt	Moderately Low	7.13%	3	₹14,204.82
Invesco India Ultra Short Duration Fund	Debt	Moderately Low	7.92%	3	₹1,107.98
Invesco India Midcap Fund	Equity	Very High	12.71%	4	₹7,405.92
Invesco India Multicap Fund	Equity	Very High	1.14%	3	₹4,182.05
Invesco India PSU Equity Fund	Equity	Very High	-11.75%	0	₹1,438.55
Invesco India Short Duration Fund	Debt	Moderate	9.34%	2	₹1,156.08
Invesco India ELSS Tax Saver Fund	Equity	Very High	-0.82%	2	₹2,911.31
Invesco India Low Duration Fund	Debt	Moderately Low	8.17%	3	₹1,895.98
Invesco India - Invesco PEE Fund of Fund	Other	Very High	16.67%	0	₹51.61
Invesco India - Invesco GEI Fund of Fund	Other	Very High	25.09%	0	₹48.54
Invesco India Credit Risk Fund	Debt	Moderately Low	11.39%	3	₹151.49
Invesco India Aggressive Hybrid Fund	Hybrid	Very High	5.11%	3	₹741.62
Invesco India Smallcap Fund	Equity	Very High	4.71%	5	₹7,424.64
Invesco India Equity Savings Fund	Hybrid	Moderately High	5.66%	2	₹425.58
Invesco India Overnight Fund	Debt	Low	6.29%	4	₹215.89
Invesco India Focused Fund	Equity	Very High	7.56%	4	₹4,153.39
Invesco India - Invesco GCT Fund of Fund	Other	Very High	50.55%	0	₹300.75
Invesco India ESG Integration Strategy Fund	Equity	Very High	-2.22%	0	₹490.86
Invesco India Medium Duration Fund	Debt	Moderate	9.15%	2	₹169.66
Invesco India Flexi Cap Fund	Equity	Very High	7.53%	4	₹3,266.88
Invesco India - Invesco EQQQ NASDAQ-100 ETF Fund of Fund	Other	Very High	26.99%	0	₹380.96
Invesco India Nifty G-sec Jul 2027 Index Fund	Other	Moderate	8.71%	0	₹72.73
Invesco India Nifty G-sec Sep 2032 Index Fund	Other	Moderate	10.36%	0	₹46.70
Invesco India Manufacturing Fund	Equity	Very High	0%	0	₹819.80
Invesco India Technology Fund	Equity	Very High	0%	0	₹347.74
Invesco India Multi Asset Allocation Fund	Hybrid	Very High	0%	0	₹406.18
Invesco India Business Cycle Fund	Equity	Very High	0%	0	₹494.67
Invesco India Income Plus Arbitrage Active Fund of Fund	Other	Moderately Low	0%	0	₹0.00

News

Invesco Mutual Fund announces Income Distribution cum Capital Withdrawal (IDCW) under one scheme
Invesco Mutual Fund has announced 04 August 2025 as the record date for declaration of Income Distribution cum Capital Withdrawal (IDCW) on the face value of Rs 10 per unit under the IDCW option of following schemes. The amount of IDCW (Rs per unit) will be:
Invesco India Balanced Advantage Fund ' Regular IDCW Option & Direct IDCW Option: 0.26
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Invesco Mutual Fund announces change in fund manager under its schemes

Invesco Mutual Fund has announced change in fund manager under the following schemes, With effect from 22 July 2025

Change in Fund Manager:

Name of the Scheme(s)	Name of Existing Fund Manager(s)	Name of New Fund Manager(s)
Invesco India Liquid Fund	Mr. Prateek Jain & Mr. Krishna Cheemalapati	Mr. Krishna Cheemalapati
Invesco India Overnight Fund	Mr. Prateek Jain & Mr. Krishna Cheemalapati	Mr. Krishna Cheemalapati

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Invesco Mutual Fund announces change in fund manager under its schemes

Invesco Mutual Fund has announced change in fund manager under the following schemes, With effect from 01 July 2025

Change in Fund Management Responsibilities

Name of the Scheme(s)	Names of the existing Fund Manager(s)	Names of the new Fund Manager(s)
Invesco India Aggressive Hybrid Fund	Equity Investments: Mr. Dhimant Kothari and Mr. Hiten Jain Debt Investments: Mr. Krishna Cheemalapati	Equity: Mr. Dhimant Kothari* and Mr. Hiten Jain Debt: Mr. Krishna Cheemalapati
Invesco India Balanced Advantage Fund	For Equity: Mr. Dhimant Kothari and Mr. Amit Ganatra For Debt: Mr. Krishna Cheemalapati	Equity: Mr. Dhimant Kothari* and Mr. Amit Ganatra Arbitrage: Mr. Manish Kalani Debt: Mr. Krishna Cheemalapati
Invesco India Equity Savings Fund	Equity Investments: Mr. Dhimant Kothari and Mr. Amit Nigam Arbitrage Investments: Mr. Deepak Gupta Debt Investments: Mr. Krishna Cheemalapati	Equity: Mr. Dhimant Kothari* and Mr. Amit Nigam Arbitrage: Mr. Deepak Gupta Debt: Mr. Krishna Cheemalapati
Invesco India PSU Equity Fund	Mr. Dhimant Kothari	Mr. Dhimant Kothari*, Mr. Sagar Gandhi and Mr. Hiten Jain
Invesco India Financial Services Fund	Mr. Hiten Jain and Mr. Dhimant Kothari	Mr. Hiten Jain and Mr. Dhimant Kothari*
Invesco India Multicap Fund	Mr. Dhimant Kothari and Mr. Amit Nigam	Mr. Dhimant Kothari*, Mr. Taher Badshah and Mr. Manish Poddar
Invesco India ELSS Tax Saver Fund	Mr. Amit Nigam and Mr. Dhimant Kothari	Mr. Amit Nigam, Mr. Dhimant Kothari* and Mr. Deepesh Kashyap
Invesco India Manufacturing Fund	Mr. Amit Ganatra and Mr. Dhimant Kothari	Mr. Amit Ganatra and Mr. Dhimant Kothari*
Invesco India Multi Asset Allocation Fund	Mr. Taher Badshah (Asset Allocation & Equities), Mr. Dhimant Kothari (Equities) and Mr. Krishna Cheemalapati (Fixed Income & Gold/Silver ETFs)	Mr. Taher Badshah (Asset Allocation & Equities), Mr. Dhimant Kothari (Equities)* and Mr. Krishna Cheemalapati (Fixed Income & Gold/Silver ETFs)
Invesco India Arbitrage Fund	Mr. Deepak Gupta and Mr. Kuber Mannadi	Mr. Deepak Gupta and Mr. Manish Kalani

*Ceases to be Fund Manager with effect from close of business hours of July 1, 2025.

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Fund House Details & Investment Objective

Date of Incorporation

10 July 2009

Total AUM (Cr)

₹1558.24

Invesco India Largecap Fund (G) is an Large Cap Fund-oriented fund from the renowned AMC, Invesco Mutual Fund. Launched in 10 July 2009, this fund is managed by Amit Nigam. With assets under management (AUM) worth ₹1,558.24 (Cr), as of 1 August 2025, Invesco India Largecap Fund (G) is categorized as a Large Cap Fund within its segment. The fund has generated a return of 12.70% since its launch.
The current NAV of Invesco India Largecap Fund (G) is ₹67.86, as on 1 August 2025. The fund's benchmark index is Nifty 100 TRI. You can invest in Invesco India Largecap Fund (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹1,000.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
Nil The fund has generated 16.29% and 18.90% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 98.69% in Equity, 1.25% in Debt and 0.06% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 24.07% in Banks, 9.75% in IT-Software, 7.37% in Finance, 6.40% in Petroleum Products, 6.38% in Automobiles

FAQs

How to Invest in Invesco India Largecap Fund (G) Direct Growth?

Invesco India Largecap Fund (G) is a popular fund in the Large Cap Fund segment. The fund has generated a return of 12.70% since inception. Looking to invest in Invesco India Largecap Fund (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in Invesco India Largecap Fund (G) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage on Mutual Funds, Delivery & IPO.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, Invesco India Largecap Fund (G)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Use the Lumpsum Calculator to estimate returns, then enter the investment amount, select the payment mode mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route: Utilize the SIP Calculator to forecast potential growth, then enter the SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in Invesco India Largecap Fund (G) today and reap the benefits of this Large Cap Fund fund!

How much returns has Invesco India Largecap Fund (G) Direct Growth generated?

In the short term, i.e., 1 year, Invesco India Largecap Fund (G) has generated annualised return of -0.85%. In the long-term, the fund has generated 16.29% and 18.90% in 3 and 5 years respectively. Since its inception, the fund has generated 12.70% returns.

What is the expense ratio of Invesco India Largecap Fund (G) Direct Growth?

The expense ratio of Invesco India Largecap Fund (G) Direct Growth is 2.05%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Invesco India Largecap Fund (G) Fund Direct Growth?

The Assets Under Management (AUM) of Invesco India Largecap Fund (G) is ₹1,558.24 (Cr) as of 2025-08-01 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from Invesco India Largecap Fund (G) Direct Growth?

Redeeming or selling units of Invesco India Largecap Fund (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from Invesco India Largecap Fund (G):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case Invesco India Largecap Fund (G)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).