FAQ : Invesco India Equity Savings Fund - Regular Plan - Growth

Invesco India Equity Savings Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 18.41 8.13 N/A N/A
Average Rolling Returns(%) 7.88 7.14 N/A N/A

The Current NAV of Invesco India Equity Savings Fund - Regular Plan - Growth is ₹14.85.

It is better to invest in a fund with a longer track record as Invesco India Equity Savings Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 50 returns, as Funds portfolio is significantly different.

Invesco India Equity Savings Fund - Regular Plan - Growth fund’s expense ratio is 2.19%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Invesco India Equity Savings Fund - Regular Plan - Growth is currently ₹142 Crores.

The Top three stocks are Sun Pharma Inds., United Spirits and SBI and account for 24% of its portfolio. Top 5 and 10 stocks of fund account for 30% and 38% of fund’s portfolio respectively.

Top three sectors of Invesco India Equity Savings Fund - Regular Plan - Growth fund are Miscellaneous, Others and BFSI accounting for 77% 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 - Regular Plan - Growth Fund is Hybrid - Equity Savings.

Dhimant Kothari and Amit Nigam manage the Invesco India Equity Savings Fund - Regular Plan - Growth Fund.

Invesco India Equity Savings Fund - Regular Plan - Growth current PE ratio is 50.63 and PB ratio is 8.19

The asset allocation of Invesco India Equity Savings Fund - Regular Plan - Growth is Stocks : 48.80%, Debt : 80.34% and Gold : -29.12%

The minimum SIP amount for Invesco India Equity Savings Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹1000.00

The exit load for Invesco India Equity Savings Fund - Regular Plan - Growth is 0.25% on or before 1 months, Nil after 1 months

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