Invesco India Financial Services Fund - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 39.47 | 20.05 | 15.31 | 14.56 |
Average Rolling Returns(%) | 18.85 | 16.01 | 14.47 | 15.28 |
The Current NAV of Invesco India Financial Services Fund - Growth is ₹113.25.
You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark Nifty Financial Services , as Funds portfolio is somewhat different.
Invesco India Financial Services Fund - Growth fund’s expense ratio is 2.35%
The process for redemption is
The AUM of Invesco India Financial Services Fund - Growth is currently ₹812 Crores.
The Top three stocks are ICICI Bank, SBI and Axis Bank and account for 37% of its portfolio. Top 5 and 10 stocks of fund account for 47% and 65% of fund’s portfolio respectively.
Top three sectors of Invesco India Financial Services Fund - Growth fund are BFSI, IT and Miscellaneous accounting for 100% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Equity - Sectoral Fund - Banks & Financial Service it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Invesco India Financial Services Fund - Growth Fund is Equity - Sectoral Fund - Banks & Financial Service.
Hiten Jain and Dhimant Kothari manage the Invesco India Financial Services Fund - Growth Fund.
Invesco India Financial Services Fund - Growth current PE ratio is 33.30 and PB ratio is 5.03
The asset allocation of Invesco India Financial Services Fund - Growth is Stocks : 97.20%, Debt : 2.81% and Gold : 0%
The minimum SIP amount for Invesco India Financial Services Fund - Growth is ₹100.00 and minimum lumpsum is ₹1000.00
The exit load for Invesco India Financial Services Fund - Growth is Nil upto 10% of units and 1% for above the limits on or before 1 year, Nil after 1 year