Invesco India Equity Savings Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 21.46 | 10.22 | 9.75 | N/A |
Average Rolling Returns(%) | 10.11 | 9.08 | N/A | N/A |
The Current NAV of Invesco India Equity Savings Fund - Growth - Direct Plan is ₹16.57.
It is better to invest in a fund with a longer track record as Invesco India Equity Savings Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 50 - TRI returns, as Funds portfolio is significantly different.
Invesco India Equity Savings Fund - Growth - Direct Plan fund’s expense ratio is 0.65%
The process for redemption is
The AUM of Invesco India Equity Savings Fund - Growth - Direct Plan is currently ₹157 Crores.
The Top three stocks are Sun Pharma Inds., United Spirits and HDFC Bank and account for 23% of its portfolio. Top 5 and 10 stocks of fund account for 31% and 40% of fund’s portfolio respectively.
Top three sectors of Invesco India Equity Savings Fund - Growth - Direct Plan fund are Miscellaneous, Others and BFSI accounting for 78% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Hybrid - Equity Savings 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 Equity Savings Fund - Growth - Direct Plan Fund is Hybrid - Equity Savings.
Dhimant Kothari and Amit Nigam manage the Invesco India Equity Savings Fund - Growth - Direct Plan Fund.
Invesco India Equity Savings Fund - Growth - Direct Plan current PE ratio is 50.13 and PB ratio is 7.77
The asset allocation of Invesco India Equity Savings Fund - Growth - Direct Plan is Stocks : 47.91%, Debt : 87.30% and Gold : -35.25%
The minimum SIP amount for Invesco India Equity Savings Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹1000.00
The exit load for Invesco India Equity Savings Fund - Growth - Direct Plan is 0.25% on or before 1 months, Nil after 1 months